Challenge:
Finally, a PeakSpan Capital-backed fintech platform, was entering a new phase of growth as it scaled its financial automation and services offering. As the business expanded its platform and customer base, the leadership team identified the need for a dedicated Chief Financial Officer to build institutional-grade finance infrastructure and support the next stage of growth.
The mandate was to appoint a strategic finance leader who could partner closely with the CEO and Board, while building a scalable finance function suited to a high-growth, sponsor-backed environment.
Action:
We partnered closely with Jack Freeman, Partner at PeakSpan Capital, and Felix Rodriguez, CEO of Finally, to calibrate the role and align on the experience, scope and leadership profile required.
Our search combined targeted outreach across Finatal’s network with focused market mapping of senior finance leaders from comparable growth equity-backed fintech, payments and financial infrastructure businesses. We prioritised CFOs with experience building finance infrastructure in high-growth, recurring revenue environments and a track record of partnering effectively with founders and investors through rapid expansion.
We delivered an initial shortlist within the first weeks of the engagement and maintained close communication with both the sponsor and management team throughout a structured interview process.
Impact:
Following the process, a Chief Financial Officer was appointed to support Finally’s next phase of growth. The successful candidate brought significant experience across high-growth fintech platforms, with a proven track record of building finance organisations, implementing scalable reporting frameworks and supporting leadership teams and investors through continued expansion.
The appointment gave Finally the finance leadership needed to strengthen its infrastructure and scale with confidence as a growth-stage, PeakSpan-backed platform.
Jack Freeman, Partner, PeakSpan Capital, said: “For a business at Finally’s stage, the CFO hire is critical. Finatal ran a disciplined process and demonstrated a strong understanding of the type of finance leader required to support a growth-stage platform backed by institutional investors. They brought forward candidates who combined the right operational experience with the ability to operate effectively in a sponsor-backed environment, and ultimately helped us identify a CFO well suited for the company’s next phase.”
Alex Hampton, Principal at Finatal, said: “Growth equity-backed fintechs are navigating a more demanding environment than ever – investors expect institutional-grade finance infrastructure earlier in the lifecycle. The CFOs who thrive in that context are a very specific profile, and sourcing them requires far more than a broad search. It was a pleasure to partner with Jack Freeman and the PeakSpan team on this mandate and help identify a finance leader well suited to support Finally through its next phase of growth.”