Culture, Chemistry and Goals Matter

The right CFOs are proven successful leaders and true business partners in creating high value and higher ROI

Collaboration and trust….combined with hard work
and resolve creates success

Our executive recruiting process is built on the following foundations:


Our executive recruiting process is a proven successful game plan that is customized for each engagement to efficiently bring forward candidates who are “spot on” as to skillset, career and industry experience, cultural fit with the organization and chemistry fit with the executive team and the PE firm. We employ a collaborative team approach throughout the lifecycle of our engagements in partnership with the decision makers and our candidates to get to the best result for all parties. We firmly believe success comes from collaboration, mutual respect, trust and setting clear objectives.

Understanding Your Business

We are more than an executive recruiting firm. We are genuinely interested in learning the dynamics of your business and what success looks like for your specific role. Every engagement begins with an in-depth discovery process with decision makers to gain a solid understanding of your business, your people, culture, opportunities, challenges and vision for success; and the specific skillset, career and industry experience needed in your CFO role to achieve this vision. Our definition of success is the selected individual is absolutely the right financial leader for your company’s immediate needs and through each stage of the longer-term life cycle of the PE firm holding period.

Marketing and Search Strategy

It is essential to deliver the right message to the targeted audience. We create our Position Descriptions to accurately market your company, the opportunity and the CFO role to get the attention of our targeted prospects. We are experts at comprehensive research and sourcing utilizing proprietary and Private Equity portco databases and our extensive network to identify the right companies and individuals to create our pool of qualified prospects.   

Rigorous Candidate Due Diligence

Our proprietary “best in class” candidate due diligence process has been built with the mindset to minimize risk and maximize upside value in your CFO hire. We provide decision makers with comprehensive documentation for each candidate we introduce as to correlation of skillset, career and industry experience and personal attributes with the needs in your CFO role.

Client Candidate Interviews and Offer Process

We take a hands-on approach to coordinating all client candidate interview schedules, logistics and feedback. Our nontraditional fee structure supports our position of highly effective intermediary in your offer process to listen to the needs and wants of all parties and share valuable feedback to facilitate a successful close.  

Open Communication

In our experience, consistent, honest communication and transparency is a key tenet of success. Throughout your engagement with us, we provide ongoing reporting as to our progress against project plan, sourcing results and prospect status in due diligence. We utilize weekly conversations with decision makers to discuss progress and provide real-time feedback as to what the market is telling us and calibration to ensure all parties are proceeding with a shared vision of success.

Key Metrics

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CFOs placed still with company


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days on average to complete placement


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reduction from traditional recruiting fee model


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partnership with over 60 PE firms

What our Clients will Tell you

“Harvest CFO did a great job in recruiting our CFO in our niche industry portco. Their detailed approach, recruiting process, communication and collaboration towards a successful hire was terrific. We will certainly use Harvest CFO again for our Portco needs”.

Head of Strategic Services and Partner for NYC PE firm

“Harvest CFO did an excellent job in delivering a great CFO to our niche industry Portco. I felt their traveling to the business and meeting with several team members to get to know the business and its people showed real commitment. Their recruiting process, thorough candidate due diligence, collaboration, project management and communication and value add approach to managing the offer process all earned high marks from our firm.  We will certainly use Harvest again for our Portco CFO needs”.

VP of talent Management and Managing Director for a NYC based middle market PE firm

“I have worked with many recruiting firms both large international and specialty boutiques and my exdperience working with Harvest CFO for our CFO role has been by far my best experience”. 

COO for PE Backed Fintech company

“In our first meeting with Harvest CFO they raised the bar with our executive team by creating a vision to deliver a CFO for our firm who will be a game changer and a key business partner working with me and our leadership to further build our competitive advantage in our service offerings and markets to achieve our aggressive growth goals. Harvest hit a home run delivering a highly accomplished CFO who has elevated our firm. We would highly recommend Harvest for companies seeking a highly skilled CFO”.

Managing Partner for national high-profile business law firm

“Harvest CFO did an excellent job recruiting a CFO for our recently acquired portco in a highly-niche industry. They traveled to the portco Connecticut location to get to know the CEO and management team to gain an understanding of culture and chemistry and develop and ideal profile. The candidates they introduced were amongst the best qualified CFOs we have seen for any of our Portcos. Their process, their knowledge of the CFO role and their collaborative team approach is a recipe for success”.

Managing Director for Boston-based PE firms law firm

Let’s Work Together