Role Overview for Head of Transformation & Value Creation with a PE Portfolio Company – Miami, FL
The Head of Transformation & Value Creation is the central nervous system for executing the investment thesis. You will be responsible for identifying, prioritizing, and leading a portfolio of high-impact initiatives designed to accelerate growth, enhance profitability, and optimize operations across the entire enterprise. This role requires a unique blend of strategic thinking, financial acumen, operational expertise, and hands-on execution. You will work cross-functionally with all departments, from sales and marketing to operations and finance, to instill a culture of continuous improvement and data-driven decision-making. You will be the key liaison between the portfolio company’s management team and the private equity sponsor’s operating partners, ensuring alignment on strategic priorities and providing transparent reporting on progress against the value creation roadmap. This is not a theoretical or purely advisory role; it is a hands-on leadership position where you will be expected to roll up your sleeves, lead project teams, and drive tangible results that directly impact the company’s P&L and balance sheet. Your success will be measured by the quantifiable EBITDA improvement and overall enterprise value enhancement you deliver, creating a direct path to significant personal wealth creation through a generous equity package.
Key Responsibilities of Head of Transformation & Value Creation with a PE Portfolio Company – Miami, FL
Value Creation Plan (VCP) Development & Execution
Partner with the C-suite and PE sponsor to translate the investment thesis into a detailed, time-bound, and actionable value creation plan. Own the VCP roadmap, from initiative identification and rigorous business case development to execution, tracking, and value capture. Ensure all initiatives are aligned with the overall strategic goals.
Transformation Program Management
Establish and lead a lean but effective Transformation Management Office (TMO) to provide governance, structure, and visibility for all strategic initiatives. Implement rigorous project management methodologies and disciplined cadences to ensure projects are delivered on time, within budget, and achieve their stated financial and operational objectives.
Operational Excellence & Margin Enhancement
Conduct deep-dive operational assessments to identify opportunities for efficiency improvements and cost reduction. Lead initiatives related to supply chain optimization (e.g., S&OP, inventory management, logistics), strategic sourcing and procurement, manufacturing process improvement (Lean/Six Sigma), SG&A optimization, and overall footprint rationalization.
Commercial & Growth Acceleration
Collaborate with the commercial leadership team to drive sustainable, profitable top-line growth. Support and lead initiatives such as dynamic pricing strategy and optimization, sales force effectiveness programs, go-to-market channel analysis, customer segmentation and profitability analysis, and the framework for new product or service development.
Post-Merger Integration (PMI) Leadership
For any add-on acquisitions, you will be the central leader of the end-to-end integration process. Develop the integration strategy and blueprint, establish a dedicated integration management office (IMO), manage cross-functional workstreams (e.g., commercial, operations, finance, HR, IT), and ensure the timely and full realization of both cost and revenue synergies.
Data Analytics & Performance Management
Champion a data-driven culture throughout the organization. Develop and implement a robust framework of Key Performance Indicators (KPIs) to track the performance of value creation initiatives. Create executive-level dashboards and reporting packages for the executive team, Board of Directors, and PE sponsor, providing clear insights into performance, risks, and opportunities.
Change Management & Leadership
Serve as a powerful and visible change agent within the organization. Effectively communicate the vision and rationale for transformation, build consensus among key stakeholders at all levels, and coach and mentor team members to build internal capabilities for continuous improvement and sustainable change.
Strategic Projects & Due Diligence
Lead ad-hoc strategic projects as directed by the CEO or Board. Provide critical operational and strategic support for the diligence of potential add-on acquisition targets, assessing their operational health, scalability, and synergy potential. You will be instrumental in mastering the art and science of the private equity value creation model within this dynamic environment.
Requirements for the Head of Transformation & Value Creation with a PE Portfolio Company – Miami, FL
Professional Experience
A minimum of 12-15 years of progressive experience in roles focused on business transformation, operational improvement, and strategy execution. The ideal background includes a combination of the following:
- 3-5+ years at a top-tier management consulting firm (e.g., McKinsey, Bain, BCG, AlixPartners, Alvarez & Marsal) with a focus on private equity advisory, operational turnarounds, or PMI.
- OR, direct experience within the internal operations or portfolio support group of a private equity firm, working hands-on with portfolio companies to design and drive value creation initiatives.
- OR, a senior corporate leadership role (e.g., VP of Strategy, Head of Transformation) within a PE-backed company, with a proven track record of successfully executing a value creation plan through to a successful exit.
PE Environment Acumen
Demonstrable and deep experience working in the fast-paced, demanding, and results-oriented environment of private equity-backed businesses is essential. You must understand the urgency, the intense focus on EBITDA and cash flow, and the importance of delivering on the investment thesis within a defined 3-5 year timeframe.
Functional Expertise
Deep, hands-on expertise in several core value creation levers, such as cost reduction, strategic pricing, sales force effectiveness, manufacturing excellence (Lean/Six Sigma), supply chain optimization, or post-merger integration. The ability to not just identify but also implement solutions is key.
Analytical & Financial Prowess
Superior analytical and quantitative skills are non-negotiable. The ability to dissect complex business problems, perform sophisticated data-driven analysis, and build robust financial models to support decision-making is critical. You must be an expert at translating operational improvements into tangible financial outcomes.
Leadership & Influence
Proven ability to lead, influence, and build credibility across a matrixed organization, often without direct reporting authority. Must possess exceptional executive presence and be comfortable and credible presenting complex topics to the CEO, C-suite, and Board of Directors. A “player-coach” mentality with a willingness to get into the details is essential.
Education
A Bachelor’s degree in Business, Finance, Engineering, or a related quantitative field is required. An MBA from a top-ranked business school is highly preferred.
Personal Attributes
High-energy, intellectually curious, self-starting, and resilient. A strong bias for action, a high sense of urgency, and a profound sense of ownership. Unquestionable integrity, humility, and a collaborative, team-oriented mindset. Excellent written and verbal communication skills, with the ability to simplify complex concepts for a broad audience.
Location
The role is based in Miami, FL. Candidates must be willing to relocate or be based in the Miami metropolitan area.
Benefits & Perks Offered
Highly Competitive Compensation Package
A compelling compensation package designed to attract a top-tier candidate, including a significant base salary and an aggressive annual performance-based bonus tied to both personal and company performance.
Substantial Equity Participation
A meaningful equity stake in the company, providing the opportunity for life-changing wealth creation tied directly to the value you help create and the success of the private equity investment.
Comprehensive Health & Wellness
A full suite of benefits, including premium medical, dental, and vision insurance plans for you and your dependents, with a significant portion of premiums covered by the company.
Retirement Savings
A 401(k) retirement plan with a generous company matching contribution to help you plan for your future.
Generous Time Off
A flexible and generous paid time off (PTO) policy, in addition to a comprehensive schedule of company-paid holidays, to support a healthy work-life balance.
Executive Development
Access to executive coaching, leadership development programs, and opportunities for continued professional growth and networking within the PE ecosystem.
Relocation Support
A comprehensive relocation assistance package is available for exceptional candidates and their families moving to the beautiful Miami area.
Impact & Autonomy
The opportunity to be a key member of the executive leadership team, with significant autonomy and a direct line of sight to the impact of your work on the company’s success and market valuation.
How to Apply
JRG Partners has been exclusively retained to lead this critical and confidential executive search. If you are a transformative leader with a passion for driving value and a proven track record of success in a private equity environment, we strongly encourage you to apply.
To be considered for this confidential opportunity, please submit your resume and a cover letter detailing your relevant experience and specific accomplishments in value creation. All applications will be treated with the strictest confidence.
JRG Partners is a leader in executive recruitment for high-growth, investor-backed companies. To learn more about our expertise in placing top-tier executives in transformative roles, please visit the page for our Chief Transformation Officer Executive Search Firm. We look forward to connecting with you and exploring this exciting opportunity.
