Position Title:      Senior Manager – Financial Planning & Analysis

Reporting To:      COO

Location:              Chicago, IL

The Company:     Veterinarian Partners, a Portfolio Company of Tyree & D’Angelo Partners

Company Overview

Veterinarian Partners is a private equity-backed, Midwest-based veterinarian support and partnership organization dedicated to improving the lives of veterinarians by helping them achieve their professional and personal goals. Our leading suite of non-clinical support services is complemented by a differentiated commitment to True partnership, rooted in flexibility, transparency, and alignment of interests among all team members. Veterinarian Partners accelerates the professional growth of all Partner veterinarians and support staff members through continuing education sponsorship, hands-on mentorship, and long-term leadership development within the organization. For more information, please visit www.VeterinarianPartners.com.

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA).  We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners.  TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition. TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process.  TDP companies have completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management.  For more information, please visit www.TDPfund.com  For more information, please visit www.TDPfund.com.

Job Responsibilities

• Own, organize, and manage key company KPI dashboards and financial reporting for weekly, monthly, quarterly, and annual reporting.

• Provide data and analysis for use in monthly operations reports for the corporate team and locations.
• Analyze financial data for use in projections and comparison to actual performance.
• Coordinate and prepare annual financial budget for operational business units in collaboration with all business unit leaders and senior management team.

• Lead the research and preparation of analysis on ad hoc strategic projects for the senior management team and private equity investment team.

Required Criteria

• 5+ years of progressive experience in FP&A, finance, investment banking, private equity or related fields
• Experience supporting M&A transactions and de‑novo growth initiatives
• Strong financial modeling and analytical skills
• Advanced Excel and financial modeling skills; experience with planning tools
• Demonstrated experience managing competing priorities and operating effectively in a fast‑paced, entrepreneurial environment
• Excellent communication skills and ownership mindset
• Local to Chicago or willing to relocate

Benefits & Compensation: Highly competitive compensation consisting of base salary and an annual performance bonus; Paid time off & paid holidays; Health/Dental/Vision; 401 (k).

Position Title:      Financial Planning and Analysis (FP&A) Analyst

Reporting To:       Chief Financial Officer

Location:              Chicago, IL

The Company:     Thrive Physical Therapy Partners

Company Overview

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA).  We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners.  TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition. TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process.  TDP companies have completed over 900 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management.  For more information, please visit www.TDPfund.com 

Thrive Physical Therapy Partners (“Thrive”) is a fast-growing network of Physical Therapy clinics throughout the greater Midwest. We focus on partnerships with leading Physical Therapists and clinical teams who deliver exceptional patient care. Our mission is to improve the lives of physical therapists, patients, and staff by providing proven non-clinical business support services in a collaborative and patient-focused environment. Please visit www.ThrivePTPartners.com for more information.

We are seeking a Financial Planning and Analysis (FP&A) Analyst who will support the Finance, Accounting & Operations teams in preparing and analyzing key financial reporting and will be instrumental in development in areas such as budgeting and forecasting.  The candidate will join a highly collaborative and motivated team in a high growth, entrepreneurial environment.  Qualified candidates should demonstrate a strong desire and passion for financial / valuation analysis, a great goal-oriented attitude, a desire to help others, and either acquisition/transaction experience (acquisitions, financings, brokering the sale of businesses, investment banking, accounting advisory, consulting, public accounting) or industry experience in physical therapy, dental, dermatology, veterinary, investment banking, or private equity.

Job Responsibilities:

• Prepare internal and external reporting packages (Monthly, Quarterly, Annual) to assist in communications of results and analysis to practice management, senior management team and other investment team members
• Develop, produce, and track key metrics utilizing data warehouse and other resources to enhance automated reporting and KPI dashboards that can be used to help forecast financial trends and outcomes
• Assist in Coordinating and preparing annual financial plan for operational business units and other company operations in collaboration with senior management, investment team and practice team members.
• Analyze financial data for use in forecasting and comparison to actual performance.

• Assist in the research and create presentation related materials of operational activity

• Collaborate with other teams including senior management and investment team to perform in-depth analysis including analyzing historical, on-going, and prospective trends in patient visits and production.

• Ad hoc projects and support of other Accounting, Finance and Corporate office initiatives as needed

Requirements:

• 3-5+ years of finance/acquisition/transaction experience (acquisitions, financings, brokering the sale of businesses, investment banking, accounting advisory, consulting, public accounting) OR industry financial analysis experience in physical therapy, dental, dermatology, veterinary, investment banking, or private equity
• Previous experience as a Financial Analyst or FP&A Analyst (or Associate)
• Undergraduate degree in finance or accounting
• CPA or CFA preferred
• Strong undergraduate academic performance
• Strong written and oral communication skills
• Very strong skills in Microsoft Excel, PowerPoint and data query tools including Power BI
• Ability to work with large amounts of data and process the information into analytical level reporting to analyze the business
• Excellent time management and organizational skills
• Ability to work in a fast-paced and entrepreneurial environment
• Ability to meet deadlines in a timely manner
• Represent the company with a high level of professionalism
• Solid integrity, responsibility, and accountability

Compensation:

Highly competitive compensation consisting of base salary and performance bonus

Position Title:      Vice President of Compliance

Reporting To:       CEO

Location:              Dallas, Texas (in-person strongly preferred)

Company:            TDP Confidential Portfolio Company

Private Equity Firm Overview

Tyree & D’Angelo Partners (“TDP”) is a private equity investment firm with offices in Chicago and Dallas that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved.  TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value.  TDP has significant experience investing in financial, business, and consumer service businesses and has completed over 2,000 investment partnerships. Please visit www.TDPfund.com for more information.

Confidential Portfolio Company Overview

TDP has invested in a confidential portfolio company in the wealth management industry.  The Company is a rapidly growing Registered Investment Advisor (“RIA”), focused primarily on delivering fee-based comprehensive wealth management services to high net worth and mass affluent customers.  The Company is based in Dallas and forms long-term partnerships with leading independent RIAs and advisory teams across the US. 

The Company’s mission is to improve the lives of its advisors by helping them achieve their personal, professional, and financial goals.  It does so by creating customized plans to deliver tailored support and resources that ultimately result in the industry-leading advisor satisfaction, customer service, and organic growth.  Areas of support include compliance, recruiting, HR, accounting, finance, advisor growth, advisor ownership, and M&A resources.  

Advisors are aligned through long-term economic incentives that deliver the most value over time with the lowest risk.  The Company’s leadership team purposefully seeks highly experienced executives with a proven track record of growing advisors, customers, and cash flows.

Position Overview

We are currently seeking a hands-on Vice President of Compliance to join our Confidential Portfolio Company. This leader will oversee the firm’s regulatory compliance program, ensure compliance accuracy, regulatory adherence, and operational scalability across the Company, which is rapidly growing.  The ideal candidate brings deep experience in RIA compliance, combined with the strategic mindset to support a multi-entity growth strategy.

Job Responsibilities

Build a best-in-class compliance infrastructure (including scalable teams, processes, and systems) for a fast-growing, multi-practice RIA with industry-leading organic and M&A growth.

Foundational & Regulatory

• Serve as primary SEC liaison, managing all examinations, inquiries, and regulatory correspondence.
• Own the Form ADV process across all RIA entities and acquired practices.
• Monitor evolving SEC rules (Marketing Rule, Reg BI, custody) and translate them into firm policy rapidly.
• Maintain the firm's fiduciary framework across every practice and service line.
• Design and maintain a centralized, scalable WSP framework with a governance calendar tied to regulatory changes and M&A activity.

Scalable Infrastructure & M&A Integration

• Lead selection and optimization of the compliance tech stack covering personal trading, surveillance, archiving, and reporting.
• Build automated surveillance and exception reporting workflows that scale with firm growth.
• Develop a repeatable M&A compliance due diligence playbook and post-close integration framework.
• Recruit and develop a tiered compliance team with a staffing model that balances centralized oversight with practice-level support.
• Build a compliance culture that positions the function as a business enabler.

Risk Management & Ongoing Oversight

• Conduct annual firm-wide risk assessments by practice, service line, and regulatory exposure.
• Oversee portfolio surveillance for suitability, fee billing accuracy, and best execution across custodians.
• Manage conflicts of interest disclosures and mitigation across compensation structures and affiliated relationships.
• Maintain a vendor due diligence program covering all material third-party relationships.

Reporting, Culture & Strategic Partnership

• Deliver regular compliance reporting to firm leadership including risk dashboards, exam updates, and incident logs.
• Design and deliver role-based annual compliance training with attestation across all practices.
• Partner with M&A, finance, HR, and technology to embed compliance early in all growth initiatives.
• Position the firm's compliance infrastructure as a competitive advantage in advisor recruiting and acquisitions.

Qualifications

• 5+ years of compliance experience, with meaningful time at an SEC-registered RIA or in an RIA-focused regulatory/consulting role
  • Experience interfacing directly with the SEC, whether through routine examinations, deficiency responses, or ongoing regulatory dialogue.
  • Strong working knowledge of Form ADV preparation, including multi-entity filings and material change amendments triggered by acquisitions.
• Demonstrated experience building or significantly scaling a compliance function within a fast-growing and/or multi-practice RIA environment, including hands-on experience with M&A compliance integration, including due diligence and post-close onboarding of acquired practices.
• Proficiency with compliance technology platforms and a track record of leading systems implementations.
• Excellent leadership and a builder mentality – comfortable with ambiguity, able to create structure where little exists previously, and energized by a fast-moving environment.
• JD, MBA, or equivalent advanced degree preferred but not required.
• IACCP designation strongly preferred.
• Series 65 or equivalent required

Compensation

Highly competitive compensation consisting of base salary, an annual performance bonus, and equity ownership.

Firm Overview:
Tyree & D’Angelo Partners (“TDP”) is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1–5M of EBITDA). We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower-risk companies is centered on an investment thesis–driven, buy & build strategy based on tested methods of value creation and a true partnership approach with executives and business owners. TDP works in collaboration with executive leaders utilizing an investment thesis–driven process designed to build companies with a differentiated customer value proposition. TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality, founder-owned businesses that we can grow with our high-probability-of-success investment process. TDP has over $5 billion of enterprise value and capital under management, and TDP’s companies have completed more than 1,000 partnerships. For more information, please visit www.TDPfund.com.

Job Responsibilities:
• Work closely with TDP’s Investment Team to help executive teams at portfolio companies build high-quality companies
• Aid CFOs and finance teams of portfolio companies to build accounting and finance infrastructure, including reporting, audit, tax, treasury, financial planning, and analysis
• Streamline and prioritize portfolio company reporting to provide the most important metrics to management team members and the executive team, to grow customers through a differentiated and profitable strategy
• Serve as a trusted advisor aiding teams through the TDP high-growth buy & build strategy
• Support various initiatives during the early stages of TDP’s investments
• At times, work as a member of the management team to execute on investment priorities
• Assist in the hiring and building of finance teams at portfolio companies

Qualifications:
• Experience as a CFO, VP of Finance, or senior finance leader in a private equity–backed company, or experience as a fractional CFO or Office of CFO service provider
• Proven track record of designing, implementing, and scaling end-to-end finance infrastructure, including ERP, close and reporting processes, FP&A cadence, internal controls, and finance team organizational structures
• Demonstrated experience building and developing high-performing finance leaders and teams, including hiring, organizational design, and capability building, while establishing clear standards for accountability, controls, and stakeholder partnerships
• Demonstrated experience working within or alongside private equity or growth equity firms, including board interaction, investor reporting, and value-creation initiatives
• Track record of supporting transactional events, including add-on acquisitions, financings, recapitalizations, audits, and/or exit processes

Location/Travel
• Based in the Chicago area or willing to relocate
• Willing to travel to portfolio companies as needed; travel time anticipated to be less than 20%

Compensation
Highly competitive compensation consisting of base salary, annual performance bonus, and equity ownership from carried interest and investment in TDP’s high-performing private equity funds.

Premier Dentist Partners is a Dental Support Organization (DSO) that assists dental practices with non-clinical challenges and provides industry proven business support services. Our affiliated dentists live a higher quality lifestyle with more time focused on patients and less on administrative burden.

Our mission is to improve the lives of our dentists, staff and patients by providing leading non-clinical business support services in a collaborative environment. As part of our commitment, we help our affiliated dentists to collectively achieve attractive business economies of scale resulting in improved efficiency and profitability while lowering operational risks.

Our experienced Support Center team assists dentists with management of non-clinical staffing and human resources, finance and payroll administration, marketing, payor relations, supplies and capital equipment procurement, as well as information systems. With experience and dedicated support from professional management, dental offices are free to focus their attention on providing patient care.

Premier Dentist Partners offers practice owners an alternative to the traditional practice transition model. Our affiliation program offers practice owners the opportunity to partner with a highly collaborative and experienced DSO Team.

Job Summary

We are currently seeking a Payroll Benefits Coordinator to join our high-growth and fast-paced DSO. The primary responsibility of this position is onboarding new hires/partnership employees, administering benefit enrollment,                  and assisting the Payroll Benefits Manager in all facets of the Payroll and Benefit functions.

Job Responsibilities:

• Administer the full cycle ADP onboarding process to include welcome email, new hire profile in ADP and process I9s through E-Verify.
• Process payroll to include maintaining payroll balance sheet.
• Assist in maintaining all employee documents to include uploading into ADP.
• Conduct monthly audits ensuring employee profiles in ADP are accurate.
• Maintain an understanding of all company benefits offered.
• Administer new hire benefit enrollment process.
• Administer COBRA reinstatements.
• Monitor FMLA/LOA’s through TPA. Tracks leave in ADP.
• Monitor FSA/COBRA TPA.
• Administer STD process.
• Audit monthly benefit invoices.
• Administer Practice benefit payments/audits.
• Approver in ADP for address changes, benefit enrollments etc.
• Process payroll ACH’s.
• Perform other duties as assigned by Payroll Benefits Manager
• Maintain and respond to payroll and benefit inbox.
• Assist with generating reports as needed.

Knowledge, Skills & Abilities

• Ability to organize and prioritize tasks to meet deadlines.
• Represent the company and individual offices with a high level of professionalism.
• Excellent written and verbal communication as well as interpersonal skills
• Demonstrate sense of urgency and works well under pressure.
• Self-motivated and goal-oriented, with the initiative to work independently.
• Excellent team player.
• Highly detail-oriented and accurate.
• Strong ability to prioritize, multi-task, and meet deadlines.
• Ability to efficiently handle a variety of confidential information.
• Demonstrates integrity, responsibility, and accountability.

Required Qualifications 

• High School Diploma or equivalent
• Minimum of 2 years related experience
• Experienced in ADP Workforce Now
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and general office equipment

Work Conditions

• Required to commute to the Chicago headquarters.
• Ability to maintain a full-time employment schedule of approximately 40 hours per week; extended hours may be requested or required.
• Prolonged sitting and standing as needed.
• Ability to lift up to 10 lbs.