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Listen "Building a lean, mean, FP&A team from scratch – Preston Naegle"
Episode Synopsis
Preston Naegle started his career in private equity at Leavitt Equity Partners (founded by Michael Leavitt, the former U.S. Secretary of Health and Human Services (HHS). Negale then moved into the operating world and for more than 2 years has led strategic finance and FP&A at a PE-backed Midway Mechanical Services in the HVAC (Heating, Ventilation, and Air Conditioning) industry at the company which has completed 15 acquisitions (3 in 2025 alone) within the mechanical, electrical, and plumbing sector across the Western US region.
In this episode
An origin story in Private Equity
Learning from a “firehose” of business models
Bringing PE thinking to a head of finance role at Midway Mechanical
Bringing people with you as you create FP&A, budget and forecasting processes
Choosing an FP&A solution
Enhancing time to insights that bring long-term business partnering and profit growth
In this episode
An origin story in Private Equity
Learning from a “firehose” of business models
Bringing PE thinking to a head of finance role at Midway Mechanical
Bringing people with you as you create FP&A, budget and forecasting processes
Choosing an FP&A solution
Enhancing time to insights that bring long-term business partnering and profit growth
More episodes of the podcast FP&A Today
Aligning Sales and FP&A: Adam Shilton
04/12/2025
Secrets to a Simple Model: Peter Lynch
08/10/2025
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