High-Impact Finance Executives
Best-in-Class Finance Executives in Software and SaaS
Recruited in Half the Industry Average Time
Our Leaders in this Practice
Katelyn Quaresma
Head of Finance Practice
Katelyn successfully leads our CFO practice and has placed executives across the C-Suite at numerous public and private equity backed companies.
More About Katelyn
With a focus on the finance function, she has worked with notable firms like Thoma Bravo, Clearlake, TA Associates, Apax, and others in solving critical search needs, resulting in successful placements. Katelyn has been with Bespoke Partners since 2015 and has conducted successful searches at companies such as: ECI, BeyondTrust/Bomgar, MyCase, Brightly, Medallia, QAD, Mailgun, Government Brands, WebPT, Imprivata, Pluralsight and many more.
Nick Donlan
Finance Practice Expert
Nick has placed operational CFOs who’ve driven exceptional outcomes on behalf of top sponsors including Thoma Bravo, Francisco Partners, and TA Associates.
More About Nick
Nick has also been an integral part in building out executive teams at Quest, Imperva, Instructure, Insurity, Paycor, ABC Fitness, MeridianLink, Quorum Software, Redwood Software, and others. During his 9+ years at Bespoke’s Austin office, Nick has orchestrated successful placements of high-impact executives for a wide spectrum of clients, from growth-oriented, pre-IPO companies to buyouts to complex carveouts and turnaround situations.
Tailored Talent: Finance Executive Outlook 2024: Strategies + Challenges, Katelyn Quaresma
Eric Interviews Finance Practice Leader Katelyn Quaresma
Track Record for this Practice:
276+
Successful Finance Placements
97
Average Days to Close
81+
Number of Exits Assisted
$77B
Enterprise Value Created
9.62
NPS score
Exclusive focus on proven leaders in Software and SaaS
Dedicated finance practice with unmatched knowledge of the talent market and access to the best executives
Unique data-driven search process finds executives in half the average time
No other firm brings our level of focus, expertise, industry network and success track record in recruiting finance executive for software and SaaS companies.
We bring you access to proven finance executives at multiple levels. In addition to our industry-leading CFO placements, we help to build out the finance function team in all areas, including roles such as Chief Accounting Officer (CAO), Vice President of Finance, Vice President of Financial Planning & Analysis (FP&A), Controller, Treasurer and many more.
Our unique Search 2.0 process ties your finance leader search to the growth plans for your software or SaaS company. Our network includes proven finance leaders who understand how the finance function plays a critical strategic role in fueling growth, driving M&A and achieving corporate objectives.
Search 2.0
Data-driven:
Process finds and places candidates typically in half the time of industry average
Advanced Scorecards:
Comprehensive view of candidate’s fit with the role
Deep Validation:
Typically 8+ backchannel reference checks per candidate
Case Studies
Examples of Our Transformative Finance Placements
M&A Expert
Bespoke-placed finance executive orchestrates 12 M&A initiatives, ups revenue by 50% for ERP software company
Bespoke-placed finance executive helps drive 30% customer base expansion for cybersecurity software company
Growth Driver
Bespoke-placed finance executive facilitates organic growth and nine strategic acquisitions for healthcare software company, tripling company size