10 PE-backed company CFOs
Chief Financial Officer is the title each of these ten people holds or has held at a company owned by a private equity firm, including Ross-Simons, DemandTec, Osborn, CP Senior Living and The Smith & Oby Company. A reader can learn how PE-backed company CFOs approach their work from people who have held the role.
Professionals to explore
Abhishek Jhaver
LinkedInExperience: General Manager & Chief Financial Officer · Portfolio companies of Denver based PE firm, Crest Rock Partners
Abhishek Jhaver has been General Manager & Chief Financial Officer at portfolio companies of the Denver-based private equity firm Crest Rock Partners since March 2022. Abhishek Jhaver was Chief Financial Officer at QRI from 2018 to 2022 and Director of Accounting and Financial Reporting at PSC Industrial Outsourcing from 2010 to 2018.
Doug Cocklin, MBA
LinkedInExperience: Chief Financial Officer · VIP (Vermont Information Processing)
Doug Cocklin has been Chief Financial Officer at VIP (Vermont Information Processing) since December 2025 and notes that VIP was acquired by Warburg Pincus in 2025. Doug Cocklin was Senior Vice President Finance at Perforce Software from 2021 to 2025 and Chief Financial Officer - Optum Technology at UnitedHealth Group from 2018 to 2021.
Edward M. Musbach, CPA, MBA
LinkedInExperience: Chief Financial Officer · The Smith & Oby Company
Edward M. Musbach has been Chief Financial Officer at The Smith & Oby Company since August 2024 and describes it as a McNally Capital and Foundral portfolio company in commercial HVAC, piping and plumbing. Edward Musbach was Chief Financial Officer at Sylvan, Inc. from 2016 to 2023.
Jim Stewart
LinkedInExperience: Chief Financial Officer · Fusion Risk Management - A Great Hill Partners and Vista Equity Portfolio Company
Jim Stewart is a former Chief Financial Officer at Fusion Risk Management, a Great Hill Partners and Vista Equity portfolio company, a role held from August 2018 to November 2025. Jim Stewart was also Chief Financial Officer at Edmentum from 2015 to 2018 and at Qumu from 2010 to 2015.
Matt Griffin
LinkedInExperience: Chief Financial Officer & Chief Operating Officer · Ross-Simons
Matt Griffin has been Chief Financial Officer & Chief Operating Officer at Ross-Simons since February 2026, after serving as its Chief Financial Officer from May 2024, and describes Ross-Simons as a private equity-backed e-commerce retailer. Matt Griffin was Vice President, Finance at VistaPrint from 2023 to 2024.
Paul Mariani
LinkedInExperience: Chief Financial Officer · Fluxx
Paul Mariani has been Chief Financial Officer at Fluxx since December 2021 and describes Fluxx Labs as a portfolio company of ABS Capital, where Paul Mariani was a General Partner from 2003 to 2021 and led the fund's investment in the company in 2021.
Sean Broadbent, Chief Financial Officer (CFO)
LinkedInExperience: Chief Financial Officer (CFO) and Senior Vice-President · CP Senior Living
Sean Broadbent has been Chief Financial Officer (CFO) and Senior Vice-President at CP Senior Living since August 2017 and describes the company as a private equity-owned developer and operator of assisted living and memory care facilities. Sean Broadbent was Chief Financial Officer at Sunbelt Modular, Inc. from 2011 to 2017.
Seth Wolkoff
LinkedInExperience: Chief Financial Officer · DemandTec
Seth Wolkoff has been Chief Financial Officer at DemandTec since November 2025 and describes the company as a Longshore Capital Partners portfolio company in retail merchandising technology. Seth Wolkoff was Vice President, Commercial Finance (Global CFO, CPG) at Circana from 2024 to 2025 and held revenue management and finance roles at PepsiCo.
Stephen Gregory
LinkedInExperience: CFO Private Equity · Osborn
Stephen Gregory has been CFO Private Equity at Osborn since September 2023, with a headline of Osborn/Jason CFO. Stephen Gregory was CFO Private Equity O&G Services at Industrial Powertrain Remanufacturer from 2018 to 2023 and CFO Private Equity at Milton Industries from 2012 to 2015.
Wayne Alberts
LinkedInExperience: CFO/COO · Chicago-based PE Portfolio Company
Wayne Alberts has been CFO/COO at a Chicago-based PE portfolio company since February 2026. Wayne Alberts was Senior Vice President Finance at Eximia Research from 2024 to 2025, Chief Financial Officer at Swish Dental from 2021 to 2023 and Director of Finance (Hospital M&A) at Sonic Healthcare USA from 2018 to 2021.
Choose the right perspective
Match the person to the stage you are asking about: a CFO who joined after a buyout, one who has run finance through several years of ownership, or one who saw the company through a sale. Weigh the size and sector of each company against your own.
Questions to take into the conversation
- 01What changed in your reporting once the company was owned by a private equity firm?
- 02How do you work with the owner's deal team on budgets, debt and add-on acquisitions?
- 03What did you prepare first when the owners began planning a sale?
Reaching PE-backed company CFOs
How can I contact one of these PE-backed company CFOs?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Portfolio companies of Denver based PE firm, Crest Rock Partners; VIP (Vermont Information Processing) and The Smith & Oby Company, based on profile data retrieved on October 23, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach PE-backed company CFOs?
You choose the offer, starting at $5 per person. The offer is what the person receives, and Instant Expert's fee is added on top, so a $100 offer costs you $125. The fee is 20% of what you pay. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
Can an AI agent ask one of these PE-backed company CFOs a question?
Yes. An agent with a USDC wallet on Base can ask one question without an Instant Expert account. It names the person, for example by the LinkedIn URL on this page, and pays per ask over x402 (HTTP 402). The person answers in writing or by voice note, and if nobody answers within 7 days, the payment goes back to the wallet automatically. Claude and ChatGPT can do the same through the Instant Expert connector: setup is at /docs/mcp for Claude and /docs/chatgpt for ChatGPT. x402 docs
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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