Stacy leads Chartwell’s interim leadership practice, providing seasoned professionals to execute initiatives that drive EBITDA expansion, resulting in long-term value creation. She is responsible for solving clients’ complex finance and accounting problems by pinpointing key issues and developing actionable, results-driven plans.
With over 25 years of experience in the financial advisory and services space, Stacy supports middle market companies with capital structuring, financial strategy, and transaction execution. The majority of her career has been spent working with privately held companies and private equity firms, along with their portfolio companies, to build solid financial foundations, integrate acquisitions, and prepare for growth.
Professional Experience
Prior to Chartwell, Stacy co-owned and held the President role in a high-growth business in the interim finance, accounting, and human resources space, primarily serving private equity firms. In addition, she spent a portion of her career in various roles at BMO Commercial Bank, serving mid-to-large corporate clients.
Cooper leads client engagements in Chartwell’s interim leadership practice, where he serves middle market and private equity-backed portfolio companies to reduce execution risk during critical business transitions. With more than 20 years of executive leadership experience, he has led acquisitions, carve-outs, turnarounds, operational improvements, growth initiatives, and successful exits as an interim GM, CFO, and business operator. Cooper has experience partnering closely with CEOs, boards, sponsors, customers, vendors, and operating teams to deliver results in both stable and high-change environments.
Professional Experience
Prior to Chartwell, Cooper served as an interim CFO or GM and M&A advisor for multiple middle market and private equity-backed businesses, led a successful performance improvement and exit process for Super Store Industries, led business development and M&A integration for Hearthside Food Solutions in two successful exits, and helped start and sell an M&A support and interim leadership firm that was purchased by Grant Thornton. Before establishing a middle market and private equity-backed company focus, Cooper’s career foundation comes from Accenture as a consultant and completion of the Cisco Systems Financial Leadership development program.
Fiona leads client engagements in Chartwell’s interim leadership practice, providing finance and accounting solutions that support growth in privately held companies. She has over 25 years of experience across diverse financial roles, including CFO and CEO advisory positions. Throughout her career, Fiona has led fund raises, acquisitions, carve-outs, and post-integration work with 35+ companies, with deep expertise in cash management, US GAAP/IFRS reporting, and change management.
Professional Involvement & Certification
Fiona is a member of the Private Directors Association, where she has been awarded certificates in Private Company Governance, ESOP Governance Essentials, and Private Equity Company Governance. She also participates in the Corporate Finance Institute (CFI) and has completed its Corporate Finance Fundamentals course.
Fiona is a Fellow Chartered Accountant (FCA) as designated by the Association of Chartered Certified Accountants (ACCA).
Professional Experience
Prior to Chartwell, Fiona served in Principal and Partner roles in the interim finance and accounting space. In addition, she has spent her career in various roles at Allianz Life Insurance, Friends First Life Assurance, European Specialty Group, AIG Europe, and KPMG Ireland & New York.
