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Fractional & Interim CFO Services

Strategic finance leadership,
when you need it most.

SWebb Advisory provides hands-on CFO expertise to private equity-backed businesses navigating growth, complexity, and transformation.

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20+

Years Experience

$3B+

Capital Raised

90+

Acquisitions Integrated

A CFO who's been
in the seat.

With over two decades of executive finance leadership across PE-backed and public companies, SWebb Advisory delivers the kind of strategic guidance that only comes from real operating experience. From capital structure optimization to board-ready reporting, every engagement is rooted in practical, hands-on expertise.

Whether you need an interim CFO during a leadership transition, a fractional partner for ongoing strategic support, or a seasoned advisor for a critical transaction, SWebb Advisory brings senior-level capability without the overhead of a full-time hire.

PE-Native Perspective

Deep fluency in sponsor economics, portfolio operations, and the rhythms of PE-backed business from deal diligence through exit.

Capital Markets Expertise

Track record across $3B+ in debt capital raises, credit facilities, and capital structure advisory across industries and cycles.

Integration at Scale

Proven playbook for integrating 90+ acquisitions, standing up finance teams, and scaling systems to support rapid growth.

Board & Governance

Active board and compensation committee experience, with an understanding of what boards need and how to deliver it clearly.

Tailored to where
you are right now.

Flexible engagements built around your business needs, timeline, and budget.

Interim CFO

Full-scope CFO leadership on a defined engagement basis. Ideal for leadership transitions, open searches, or critical periods requiring immediate senior finance capability.

Fractional CFO

Ongoing strategic finance partnership on a part-time basis. Provides the senior-level oversight, forecasting, and financial strategy your business needs as it scales.

Advisory & Projects

Targeted advisory for transactions, capital raises, system implementations, or board readiness. Scoped to deliver specific outcomes within defined timelines.

Approach

How engagements work.

A straightforward process designed to deliver impact from day one.

01

Discovery

Understand your business, ownership structure, immediate priorities, and where finance leadership gaps exist.

02

Scope & Structure

Define the engagement model, time commitment, deliverables, and reporting cadence that fits your needs.

03

Rapid Assessment

Within the first 30 days, assess the current state of finance operations, controls, and strategic planning.

04

Execute & Build

Drive immediate priorities while building repeatable processes, reporting frameworks, and team capabilities.

05

Stakeholder Alignment

Ensure clear communication with sponsors, boards, lenders, and operating partners throughout the engagement.

06

Transition

When the engagement concludes, ensure a clean handoff with documentation, continuity plans, and successor support.

Get in Touch

Let's talk about what
your business needs.

Whether you're navigating a transition, preparing for a transaction, or simply need senior finance leadership, I'd welcome the conversation.

Get in Touch somer@somerwebb.com