Bespoke Partners Recruits CFO for WorkWave

October 18, 2024 – San Diego, CA-headquartered Bespoke Partners has assisted in the recruitment Greg Doran as the new CFO for WorkWave in Holmdel, NJ. Katelyn Quaresma, partner, and Erin McElfresh, vice president at Bespoke Partners, led the assignment. “At WorkWave, we have set exceptionally high growth goals for ourselves, and while we are making great strides through our innovative solutions and strong customer partnerships, it takes a unique skill set to lead the company into meeting these goals,” said CEO Kevin Kemmerer, CEO. “With Greg’s appointment, we know his strong background and proven experience make him the perfect person to help bring us into our next stages of growth and success.”

Mr. Doran has an extensive background in SaaS, payments and private equity, and has held previous CFO and business operations roles at numerous technology companies over his 25+ years of experience.

Most recently, he served as operating partner at Thoma Bravo, one of the largest software-focused investor groups in the world with a 40+ year history and approximately $160 billion in assets. Prior to his time at Thoma Bravo, Mr. Doran served as the CFO of Frontline Education, a K12 administrative software provider, where he led the accounting and finance, M&A and other administrative and operational functions. Additionally, he has held finance and operational leadership positions at IBM, Pepperjam and Fiberlink (Maas360).

“I’m thrilled to be joining the WorkWave team,” said Mr. Doran. “The company’s innovative spirit and growth potential are truly exceptional. I’m eager to build on our strong foundation, driving further expansion while ensuring we continue to deliver unparalleled SaaS solutions and partnership to our customers.”

As a field service software industry leader for over 40 years, WorkWave delivers technology and services to help field service companies grow their business, service their customers, and maximize their money. Its solutions support every stage of a business life cycle, including marketing, sales, service delivery, customer interaction, and financial transactions.

Helping PE Firms Find Senior Talent

Bespoke Partners is an executive search and leadership advisory firm dedicated to partnering with top private equity firms, including Francisco Partners, Clearlake Capital, WCAS, Insight Partners, GI Partners, General Atlantic, CVC Capital Partners, and TA Associates, among many others, to recruit software talent and assess and evaluate teams at every stage of the investment lifecycle, from growth equity to buyout. Bespoke Partners is headquartered in San Diego, and operates other regional offices in Austin, TX, and Philadelphia.

The search firm has completed over 1,000 searches since its inception a decade ago. Its expertise includes all C-level searches across multiple functional domains, including financial officers, HR and people, marketing and technology, as well as board of directors and internal private equity operating partner searches. The firm’s expanding leadership advisory platform includes organizational due diligence as well as executive assessment and coaching.

Bespoke offers a two-year guarantee on executive placements with the company’s leadership assessment service. “If your search firm gives you only a six-month guarantee on placements, then you are working with someone that does not have your best interests at heart,” said Adam Boone, chief marketing officer at Bespoke. “We recommend moving on to work with a firm that takes your success seriously.”

Related: Bespoke Partners Assists Zipari and Aptos Retail in CFO Searches

Since joining Bespoke Partners in 2015, Ms. Quaresma has placed executives across the C-suite at public and private equity backed companies. With a focus on the finance function, she has worked with firms such as Thoma Bravo, Accel-KKR, Clearlake Capital Roper and Vector Capital in solving for crucial CFO hires. Ms. Quaresma has placed executives at companies like Bomgar, WebPT, Imprivata, T2Solutions, NetDocuments, Corel, CheetahMail, Oversight, Achieve3000, MedeAnalytics, Qognify, and Pluralsight.


The Ultimate Guide to Assisting CFOs — From Recruitment to Reaching Growth Goals

Today’s CFO serves as a strategic leader, guiding the organization in financial planning and risk management while aligning financial goals with overall business objectives. They leverage data analytics to drive informed decision-making, collaborate with other executives, and ensure transparency with stakeholders. However in recent years, the CFO role has shifted from being primarily focused on accounting and financial reporting to more strategic and operational, with influence over the business as a whole.


Ms. McElfresh has built her career in executive search, with a focus on placing CFOs and other key members of the finance function for companies ranging from private equity and venture-backed startups to large-cap public companies. Before joining Bespoke, she worked at True Search in the firm’s financial officers practice where she specialized in leading searches for CFOs and senior finance executives across a variety of industries including SaaS, professional services, media, healthcare, and CPG.

Past CFO Search

Bespoke Partners has recently placed Rick Simpson as the new CFO of Exostar. The move comes as the company anticipates building on its record-setting success in the aftermath of its acquisition by private equity firm Arlington Capital Partners. “We’re ecstatic to announce Rick Simpson as the new chief financial officer at Exostar, signaling an exciting phase for both Rick and the Exostar team,” Bespoke Partners said in a LinkedIn post. “A big round of applause to Arlington Capital Partners for seeing the immense talent in Rick and for trusting Bespoke’s finance practice team to lead this critical search. Their unwavering dedication to finding the perfect fit is praiseworthy.”

“In addition to his core responsibilities leading all of our financially related activities, Rick will play a key role in developing our business strategies and in planning, executing, and integrating acquisitions as we embark on the next phase of our corporate journey,” said Richard Addi, Exostar’s president and CEO.  “He brings a long, consistent track record of success helping companies like ours achieve their growth objectives.  Right person, right place, right time.”

Related: Bespoke Partners Places CFO at NMI

Contributed by Scott A. Scanlon, Editor-in-Chief and Dale M. Zupsansky, Executive Editor – Hunt Scanlon Media

Share This Article

RECOMMENDED ARTICLES

Subscribe
Notify of
0 Comments
Inline Feedbacks
View all comments