Todd Heeter

Background

About Todd Heeter

CFO and finance executive with a track record of building high-performance finance organizations and delivering enterprise value across alternative investments, financial services, technology, SaaS, distribution, manufacturing, healthcare, and other industries. Deep expertise in enterprise-wide finance transformation — people, process, technology, and data — with a consistent record of driving measurable outcomes. Known for translating financial strategy into business results: executing successful IPOs, leading and integrating complex M&A transactions, raising capital across debt and equity markets, managing PE sponsor and investor relationships, and building the financial infrastructure that scales with the business. CORE EXPERTISE• Transformation: Leading multi-year finance modernizations, including ERP and Agentic AI integration.• Capital Markets: Executing successful IPOs, debt/equity raises, and managing complex PE sponsor relationships.• Operations: Reengineering global shared services, procurement optimization ($200M+ savings), and slashing close cycles by 70%.• Strategic Growth: Partnering with Boards and CEOs to scale through aggressive M&A and organic growth strategies. OVERVIEW• CFO and finance executive with a track record of enterprise transformation and value creation across alternative investments, high-growth startups, private equity, family office and Fortune 500 environments. • Expertise spanning the full CFO remit — Finance, FP & A, Accounting, Tax, Treasury, Procurement, ERP and Financial Systems, Investor Relations, and Shared Services — with hands-on experience building and leading PMO and Business Transformation functions, including process reengineering, systems and data modernization, and change management.• Deep experience partnering with PE sponsors, Strategic Investors and Boards — delivering results through strategic collaboration, rigorous financial discipline, and trusted advisory relationships.• Proven ability to lead complex, multi-year finance transformations — rebuilding teams, centralizing operations, reengineering processes, and modernizing Data, ERP and financial systems, including Agentic AI.• Track record of successful Private Equity investment strategies, IPOs, capital raises, and transitions from private to public company, including SOX/SEC compliance and investor relations.• Consistent record of attracting, developing, and retaining top finance talent across the US, Caribbean, Europe, Asia, Africa, India and the Middle East.