Lone Star Ag Credit, a lending institution of the Farm Credit System, serving Agribusiness and rural homeowners in Texas, was seeking additional support for various critical initiatives.  They were looking for consulting and assistance with project management, internal controls and process improvement, interim accounting and finance and internal audit resources, and with filling key Executive positions within the organization.

Lone Star Ag retained The CFO Suite to provide an interim controller, project management and consulting services and retained our firm for their CFO search. After assessing the situation with management and the board, we agreed upon a plan to utilize our project management and technical expertise and our excellent network of interim consultants to fill key roles to support the various initiatives. In addition, their CFO retained search required looking outside the local area and we took it national in order to find the right person. Because the CFO search was such a great success, LSAC retained us to fill their newly created CRO position, and a national search yielded another positive result!

Tom Johnson, Chairman of the Board of Directors stated, “We could not have done everything we needed to do without the assistance of The CFO Suite. They were instrumental in achieving our objectives and provided valuable insight and resources. They brought integrity and credibility to assist the Board in its oversight role and to work side by side with management in successfully completing critical initiatives.”  CEO, Troy Bussmeir went on to say, “The CFO Suite provided resources, expertise and capacity in multiple areas that we did not have available internally and became integral to our team. They stepped up to a very unique situation with exceptional circumstances and really helped us out. In addition to interim, consulting, and project management talent, they also brought high quality candidates from conducting national searches that ultimately helped find our new CFO and CRO.”

PLH client rec

PLH Group, a power line and pipeline construction company, engaged The CFO Suite find multiple executive roles. The most challenging was a VP Finance role supporting a division in need of financial leadership.  Executive leadership had a high sense of urgency around this critical hire but at the same time, had a very specific type of leader in mind that had the proven ability to partner with operations to drive the business.

We moved quickly and consultatively by helping to define what success in this role would look like.  In fact, for this search, no job description had been drafted so we spent time focusing on competencies versus functionality.   Our firm researched and found the right candidates based upon what executive leadership shared with us and aligned that with the candidate’s motivations and career goals.

I value the relationship with The CFO Suite because they know how to ask the right questions and then quickly go find candidates that fit, not only from a leadership and skills perspective but also culturally,” stated Mike Dear, CFO. “They took the time to understand our growth minded culture and presented the right candidates that have a demonstrated pattern of achievement and who are still hungry to continue their growth.”

Sally Beauty Holdings, Inc, a $4 billion global distributor and specialty retailer of professional beauty products, had an urgent need to bring an experienced VP of Finance and Treasury into the organization.  The CFO & COO were keen to appoint a talented strategic leader with retail experience to reshape and oversee treasury, develop strategic management reporting and create a culture in the finance organization of development and accountability.

The CFO Suite partnered with Sally Beauty Holdings on an Engaged Search.  Our research and recruiting efforts identified 3 qualified candidates that had all the required experience and were in the DFW market, avoiding the need for a national search.  Sally Beauty made an offer to the right FP&A/Treasury leader that was accepted within 5 weeks of initiation of the search.

“Thank you for the great result of the search.  I was very impressed by the overall quality of candidates and have been really pleased (thus far) with the hire.  We look forward to working with you again,” stated Don Grimes,  SVP, CFO and COO.  Liz Barracliffe, VP of Talent added, “The investment associated with this engaged search model can sometimes lead to nervousness as you hope the search is successful.  Our experience here with The CFO Suite was comfortable, low stress, and absolutely worth the investment.   In fact we were so pleased with the quality and speed of the results we retained The CFO Suite again to search for another financial executive role”.

Rosehill client rec

Rosehill Resources, an independent oil and natural gas company, was initially going through a carve out transaction to then transition from a private to a public company.  Rosehill had an urgent need for technically savvy individuals to assist with complex transactions and to also assist in the addition of multiple procedures relating to being a newly public company.

The CFO Suite not only found multiple strong interim resources with extensive accounting knowledge but also ensured they had the systems experience to limit any learning curve and unproductive time.  We were able to bolster the team quickly and meet all deadlines relating to the carve out and reporting requirements.

“We have come to rely on The CFO Suite to find the right talent at the right time and they don’t let us down,” stated Craig Owen, CFO.  “Each time we have a need we have been very impressed with the quality of the resource and their ability to deliver so quickly!”


T-System Inc. one of the world’s leading providers of information and communications technology (ICT), was seeking an Interim FP&A Analyst to assist the company in a transitional period as they looked to determine the needs of and fill a full time position.

Within 24 hours The CFO Suite had the perfect candidate scheduled to interview and he started a few days later.  The resource ended up adding tremendous value and assisted in the transition of their role to the new full time Financial Analyst.

The CFO Suite consultant has done a great job and is definitely worth recommending!” stated Paul Miller Executive Vice President and Chief Financial Officer.  “Not only that but our discussions with The CFO Suite were very collaborative and consultative from the start.  Initially we wanted a junior resource to just fill the void, yet as a team we determined that a more experienced resource would assist us in our longer term success, which certainly proved out.  Thanks!

DataSpan is a data protection business helping Fortune 1000 companies and start-ups alike acquire, distribute, backup, archive and secure their data.  The company had a unique need for an AR-focused Accounting Manager.  They chose The CFO Suite to perform an Engaged Search based on our reputation of success with difficult searches.

The CFO Suite took the time to collaborate on this important position, gathering all of the information necessary including relevant market information, to develop a role and compensation range that made sense.

The CFO Suite gave us undivided attention that allowed us to determine what ultimately made sense for our company,” stated Paul Zaidins, Chairman/CEO.  “Their consultative approach not only helped us identify our true need but led the way to identifying only the highest-caliber candidates, one of which we were pleased to welcome to our team.”

Burrow Global, a leading Engineering, Procurement and Construction Company focused on safety, quality and client satisfaction, was seeking a CFO & EVP of Administrationand was recommended to The CFO Suite by a board member.

The CFO Suite performed an Engaged Search on behalf of the company.  The challenge for the search was to identify an exceptional candidate with the right balance of technical and interpersonal skills.  They had to be proven in the industry, someone who could effectively support and maintain the prior years of growth and M&A success, as well as manage the administration side of the business.  Oh and be a cultural fit.  The ideal (and chosen) candidate came as a result of our thoughtful, thorough and focused approach that allowed us to successfully fill the role in less time than the CEO expected.

“The CFO Suite came highly recommended and even with that they exceeded all of my expectations.  The CFO Suite asked the right questions and knew how to present our opportunity to attract the top talent,”  stated Mike Burrow, Chief Executive Officer and winner of the HBJ CEO of the year.  “I would highly recommend The CFO Suite to other CEOs looking for a trusted business partner!

DHISCO, the single largest enabler of electronic hotel reservation transactions, was seeking an interim controller to step in while their current controller was on an extended leave. This need arose during their busiest time, including a year-end close and audit.

The task at hand was to find someone at a level who could step into the controller role seamlessly, assisting in not only the day-to-day operations but also the year-end close and audit.

Thanks for all the support and guidance through this process. Your recommendation on the skill set and the required level of effort for this role was spot on. I greatly appreciate the partnership,” stated Charles Loop, CFO. “In fact, our audit was issued three weeks ahead of our deadline thanks to John’s participation!

G.E.T. Enterprises, the leading manufacturer of creative tabletop solutions for the food service industry, was seeking an interim Senior Controller-level Consultant to step in, roll up their sleeves and add immediate value. These time-sensitive, high level needs are usually unexpected and action must be taken swiftly to fill the role with the right person.

Our resource was able to quickly alleviate the burden on the CFO and her team by managing the audit timeline and deliverable deadlines.

“You have an amazing ability to listen and identify needs,” stated Lyn Garland, CFO. “You quickly identified the ideal assistance for this need and I will certainly look to you for our future contract and permanent needs.  I am very pleased with The CFO Suite team!”


Tabula Rasa, who owns, operates and participates in projects focused on the revitalization of mature oil field(s), was looking for a new Controller after their current Controller resigned.

The CFO Suite was asked to perform an exclusive search for this position.  Having worked with the client in the past The CFO Suite had a firm understanding of the Company’s culture and work environment.  Within just two weeks, but after multiple visits to collaborate on the position description and objectives, the client hired the 2nd candidate they interviewed.

“I am impressed with how quick and easy this process was,” said Russell Martin, CFO.  “The CFO Suite really did a great job for us, they understood exactly what we were looking for and the type of person that would fit in, I couldn’t be happier!

driversselect, a values based retailer of “nearly new vehicles” founded on the principals of Conscious Capitalism was looking for a Controller to support their rapidly growing business.

Cultural fit was the single most important criteria for drivesselect and so it was important to ensure that we went far beyond discussing a simple job description or reviewing a potential candidate’s values, talents and passion.  We had to dig deep and take the time to understand both the company’s culture and the candidates personality traits.  After really understanding the entire scope of the need and performing a focused search for this opportunity The CFO Suite found the perfect fit.  Someone who not only matched the skillset but the intangibles as well.

The CFO Suite came highly recommended and they lived up to their reputation,” claimed Steve Hall, CEO.   “The CFO Suite took the time to understand our 4 core values, higher purpose and stakeholder orientation so they could find someone we believe will live up to them too.”

SignaPay | PayHub, a payments technology company focused on people and payment solutions, was seeking a strategic-minded Chief Financial Officer to drive the accounting/financial direction as well as be instrumental in the ongoing leadership of the company.

In less than 2 weeks, The CFO Suite identified several first class candidates.  SignaPay moved forward with two very qualified candidates and through a rigorous interview process including utilizing the StrengthsFinder and Caliper assessment tools they determined the right candidate for their culture and team.  This top candidate was offered the position and accepted within 4 weeks of The CFO Suite’s first presentation to the client.  After two months the company is thrilled with their choice and seamless transition.

“We initially started the search using our network with no success and it wasn’t until we worked with The CFO Suite that we had the quality candidates to consider that brought both skills and leadership”, stated John Martillo, CEO.  “The CFO Suite did an outstanding job providing SignaPay | PayHub quality candidates and I would highly recommend them.”

Good Smoke Restaurant Group, a newly formed entity bringing together two highly successful, unique and differentiated barbecue restaurant brands made up of Dinosaur Bar B Q and Jim N’ Nick’s; with people who share a belief and passion for barbecue, value employees and guests, was seeking a controller to merge and consolidate the financials as well as provide the control framework for the holding company.

The CFO Suite was asked to perform an engaged search on behalf of the company.  Despite significant competition in the restaurant and retail space in the Dallas market The CFO Suite was able to provide multiple solid options in a short space of time.  Being so focused in this market and with this level of position was a distinct advantage with this search.

“Based on my experience with The CFO Suite over multiple positions with multiple companies, I knew they would be a great partner in helping us find the right person and they didn’t let me down,”  stated Mike Clock, Chief Financial Officer.  “I look to CFO Suite for guidance within my accounting and finance function beyond my search needs and they always deliver.

Swiss-American Products, Inc.
, engaged in the development, manufacturing and marketing of drugs, medical devices and personal care products emphasizing health maintenance, skin care and healing for people of all ages was seeking a replacement for their incumbent controller.

After receiving an initial email from the Company pushing for speed, The CFO Suite reacted quickly to visit with them to collaborate and identify their objectives for the new Controller.  Being focused on accounting management positions created a huge advantagefor us as were able to quickly deliver candidates, who could each exceed expectations for the position and be a cultural fit for the organization and accounting team.

“Instantly after meeting the first candidate we knew it would be difficult for anyone else to top her skill set and personality, The CFO Suite nailed it,”  stated Cory Johnson, Chief Financial Officer.  “I have been really impressed with every part of this process and feel that the whole team at The CFO Suite cared and had professional pride in fulfilling my need, we won’t bother calling anyone else in the future!

National Cardiovascular Partners (NCP), specializes in creating, sustaining and growing independent, outpatient cardiac catheterization and vascular labs with physician entrepreneurs were seeking a replacement for their Controller who was moving out of Houston.

Management took this opportunity to upgrade the position and partnered with The CFO Suite on a confidential engaged search. With ourwealth of knowledge and vast network in the Houston market, we were able to present quality candidates based on the performance objectives of the positions and caliber of candidate they were looking to hire.  Our efficient process and follow up allowed our client to focus on the business as we found them their new hire, stat.

“We love the person we hired.  She has been great at change management with her team and is making significant improvements to our accounting process,” says Jennifer Cassidy, Senior Recruiter.  “We had such a positive experience with The CFO Suite and would not hesitate to use their services again in the future!”

Fusion Pkg

FUSIONPKG TM a global leader in the design and manufacturing of luxury packaging for the beauty industry, was seeking a Chief Financial Officer to partner with the executive team around growing and scaling the business.

The Company had previously engaged another firm that was unable to find the level of talent needed to accomplish their objectives.  Within two weeks of engaging The CFO Suite they had two candidates in the process that both exceeded expectations and within 5 weeks an offer was made and accepted.

“The CFO Suite has been great, I wish we had called them from the start,” stated Jonathan Gross, Owner & Co-Chief Executive Officer.  “The CFO Suite was very consultative in working with us around business objectives for this position to accomplish, versus recruiting to a job description.  Before we met The CFO Suite, we didn’t know if our high expectations could be met and on top of that, cultural fit was paramount for us, but The CFO Suite delivered on their promises!

Challenger Advisors, LLC, a leading consulting firm supporting a private equity backed financial services company that provides quick approval and flexible financing solutions for property tax loans in Texas, had an urgent need for an interim resource to lead and manage the company’s accounting and finance department.

The CFO Suite identified an ideal candidate that had extensive PE experience, had worked in similar sized businesses and was strong in the must-have skills that were identified from consulting with the client.  After a short time they were successfully engaged and committed to the project.

“We had utilized The CFO Suite previously and knew they would be a reliable source for quality professionals.  They did not let us down,” stated Mark Shapiro, Chief Executive Officer of the portfolio company and Managing Director for Challenger Advisors.  “The resource they assigned fit into the team and had an immediate and valued impact, so much so, that the company has now extended an offer for them to be the full time VP of Finance!”

Maintenance Enterprises, Inc. specializes in the rework and erection of fired heaters, as well as general plant maintenance and construction.  They were seeking a Chief Financial Officer to oversee the company’s transition and to be a key player in the eventual sale of the business.

Management wanted someone who could maximize the value of their Company.  After an initial scoping meeting the perfect candidate was identified, but The CFO Suite still had to sell the opportunity since the candidate was in the final stages of another competitive deal.  After some convincing, everyone came together and saw that it was a natural fit.

“As soon as we met with The CFO Suite’s candidate, we knew we had the right CFO.  They delivered the perfect match,” stated Michael Campesi, Chief Executive Officer.  “In the space of two weeks, The CFO Suite was able to identify and attract the most qualified CFO candidate, covering every aspect of the process, and then close the candidate on MEI despite the other competitive CFO offer. I cannot thank the team enough!”

The CFO Suite did an awesome job of bringing our new finance leader to the table so quickly!” stated Mark Anderson, Excalibur Financial Advisor to MEI.  “He was exactly the type of CFO Michael and I had in mind.  Great job! ”  They’re already talking about what business venture they can tackle next as a team.

Powell Industries Inc. a provider of packaged solutions for the control, monitoring, and distribution of electrical power and other critical processes, was seeking interim support for financial controls testing.

The CFO Suite discussed the need with the client and within a few days identified a very good resource.  The initial project duration was 2 months but after delivering such high value the client requested that they stay on to assist with walkthroughs, follow up testing and additional sites beyond the one location originally scoped.

“The CFO Suite has allowed us time to identify and hire a strong Internal Audit Manager and staff for our group but most of all they have become a valued partner,” stated James Brown, Internal Audit Director.   “I have been very impressed with The CFO Suite for the way they worked with us to identify such a great resource.  I have referred them to one of my colleagues and expect to call on them for other needs.”

NorthStar Anesthesia, one of the country’s leading and fastest growing anesthesia care companies has experienced rapid, significant growth and acquired additional companies, dramatically changing the accounting and finance function, landscape and systems.

“The CFO Suite was able to quickly deliver seasoned, high-quality consultative resources with the right skill sets to help us achieve our goals,” said Emily Buxton, Senior Vice President of Finance and Accounting. “Without the assistance of these self-starters and critical-thinkers, getting ready for our audit would have been much more painful and we would have had to delay our timelines.”

Stillwater Capital is a fully integrated, private real estate investment company that utilizes the diverse investment and operational experience of its internal team members to source, underwrite, design, develop and manage a broad spectrum of real estate products.

The company had grown rapidly over the last few years and changes in their accounting department were being forced upon them.  The CFO Suite consulted with leadership and collaboratively decided to execute a search for an experienced controller.  “In just two weeks The CFO Suite assisted in determining our needs and then found the perfect person,” said Robert Elliott, Stillwater Capital, Partner, “I couldn’t be more happy with the process, the professionalism of all involved, and especially the result.”  “I am very grateful to the team at The CFO Suite.  They didn’t waste my time with opportunities that didn’t match what I was looking for.  Stillwater is a great fit for me – I love being here,” said Angela Jones, new Controller.

Interprise Design, a rapidly growing top Commercial interior design and space planning firm in DFW needed an experienced financial leader; someone to become part of the Management team to perform the necessary day to day responsibilities of a controller but to also assist in the development and implementation of a strategic vision for the company.  After an initial meeting to discuss the attributes of this individual and to summarize their goals,  we identified an ideal candidate.   Upon interviewing The CFO Suite candidate he was offered the position on the spot, which was accepted.

“I could not have asked for a better partner in this process,” stated Toni Portmann, CEO & President.” The CFO Suite asked great questions to drive their understanding of the unique position and our need.  After interviewing several other candidates, we only interviewed one candidate from CFO Suite and immediately knew we had found the perfect candidate.  I wish we had more positions for them to fill!”

Wound Management Technologies, Inc., a publicly traded, emerging commercial stage company with its primary products in the $5B worldwide advanced wound care market, was seeking a Chief Financial Officer to aid in the Company’s rapid growth.  The CFO Suite consulted with leadership and collaboratively identified the Company’s needs and then executed a proactive search.  After only a short period of time our team presented a strong group of qualified candidates.  Within just three weeks of having been introduced to our firm, an offer was made and accepted.  Four months later the new CFO is proving to be an invaluable team player.

“The CFO Suite was instrumental in us fulfilling our need for a strong financial leader,” stated Robert Lutz, Jr., Chairman and CEO.  “Their process was well thought out, rigorous, timely and provided our ideal high caliber candidate.  From start to finish I felt The CFO Suite was a part of our team and looking out for our success.  I would highly recommend them to anyone wanting to work with a first class executive search firm. “

“Even after our initial meeting with the CFO Suite team I knew this process was going to be successful, I wasn’t wrong,” said Deborah Hutchinson, President, “They listened, they provided great input and then met all our expectations and more.  I would engage them again in a heartbeat!”

LeDuff America, the North American Subsidiary of Groupe Le Duff, a global bakery and restaurant company has executed a number of strategic acquisitions and undergone changes placing significant demands on their staff. The CFO Suite leadership has worked collaboratively with management to provide highly skilled consultants to assist with integration, project management and interim support, as well as assist in their search for additional executive talent for their corporate team.

“The CFO Suite has become one of our valued partners,” said Mike Clock, CFO “Their input has provided exceptional insight and their stable of quality consultants have provided project management leadership / assistance with our accounting and organizational challenges over the past few years. They have become our “go to” firm for high level accounting and finance assistance.”

Sandspoint Capital Advisors (Sandspoint), a rapidly growing advisory firm that provides a broad range of consulting, project management and outsourced services to clients primarily in the real estate and private equity industries, was building an office in Dallas and needed to hire multiple finance and accounting leadership positions.

Sandspoint partnered with the CFO Suite to recruit the right talent to build processes and infrastructure in this new location. “The CFO Suite worked quickly and effectively to help us hire leadership talent that not only had the right skills but the right cultural fit to enable us to build a high performing team in this start-up location” said Mike Forbes, Sandspoint Managing Director. “The CFO Suite spent the time at the beginning of the process to learn exactly what we needed and as a result we only spent time interviewing candidates that were a great fit and we wanted to hire. I have recommended the CFO Suite to many executives in my industry based on what they have done for us and will continue to do so.”

Civitas Capital Group, a specialty asset management and financial services firm, was seeking a Financial Leader to oversee one of their business units and assist in strategic decisions.

The CFO Suite consulted with leadership and collaboratively identified their exact need. After only a short period of time our team presented the ideal candidate who came on board quickly and was instrumental in determining the business unit’s future strategy.

“We knew from the onset that The CFO Suite was the perfect resource for us,” stated Dan Healy, Chief Executive Officer. “As a CEO it is imperative I have the right team around me. The CFO Suite rapidly understood our need and introduced us to a great resource – I know I can rely on them to deliver!”

“It didn’t take long for us to see the value that working with The CFO Suite brings,” said Drexell Owusu, Managing Director and Chief of Staff. “They immediately understood what we needed and then found a perfect fit exceeding all our expectations. I know exactly who to call when we have another need!”