Chief Financial Officer

CFO Questions

• Which best describes your most senior finance role?
• Chief Financial Officer
• Deputy CFO / VP Finance reporting directly to the CFO
• Director Finance
• Corporate Controller
• Other

• Which best describes your public-company experience?
• CFO of a publicly traded company
• Direct report to the CFO of a publicly traded company with responsibility for SEC reporting and/or SOX
• Supported public-company reporting but did not own it
• No public-company experience

• Which best describes your experience in a roll-up or buy-and-build business?
• I served as CFO or senior finance executive of a company executing a roll-up or buy-and-build strategy.
• I led finance for multiple acquisitions but not as part of a formal roll-up strategy.
• I participated in acquisition integration but did not lead the finance function.
• I do not have experience in a roll-up or buy-and-build business.

• Have you personally led one or more acquisitions from financial diligence through closing and post-acquisition integration?
• Yes
• No

• Which industries have you held executive finance leadership roles in? (Select all that apply.)
• Photonics
• Semiconductors
• Advanced Manufacturing
• Defense / Government Contractor
• Industrial Technology
• Other Hard Tech
• Other, No Hard Tech

• Which capital markets transactions have you personally led? (Select all that apply.)
• IPO
• De-SPAC
• Follow-on public offering
• Private equity financing
• Syndicated/structured debt
• None of the above