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Middle Market Portfolio Company

This Case Study was managed by Brett Vecchio


Client

A Private Equity backed portfolio company in the home remodeling space. was looking to improve and professionalize their finance function following a successful roll up.

Scope

Our client engaged Eastward Partners to stabilize and build out a talent map for their market and identify an FP&A professional who can lead a finance function and transform processes.

Solution

Once scope was established and timelines agreed, we agreed upon a managed campaign. We jointly developed a storyboard, marketing campaign (for talent purposes and employer branding online), go-to-market narrative and assistance with structuring their approach. We crafted the marketing, search approach and, once approved, carefully mapped the market for individuals/teams who fit the exact brief.

Our intention was to ingrain ourselves into the culture of the firm so that we could frame the opportunity by controlling the overall narrative which we were presenting to the marketplace given our client was a relatively unknown brand in the marketplace. We were confident that if we had all relevant data points including, but not limited to, the growth plans, career trajectory, new market ventures, compensation packages and, most importantly, the culture of firm that we could convince candidates to explore an opportunity with our client.

​Eastward utilized a three-pronged approach to efficiently complete the on-site project:

  1. Leveraged inhouse technology to map and coordinate an outreach campaign to engage both active and passive candidates

  2. Constructed a marketing campaign by strategically running adverts at all levels thus generating a buzz in the market

  3. Headhunted directly from the competition

The project ran for 6 weeks and the outcome was an absolute success.

Result

Eastward Partners hired and successfully onboarded the Head of FP&A and were tapped to manage three additional searches with the portfolio company. In a follow up survey the client rated Eastward Partners 10/10 for cost effectiveness

​For more information about all of Eastward's Team Lift projects and how we can add our expertise to your hiring strategies please get in touch.​