CareTrust REIT CFO Succession: Pipeline-Ready Deal Flow

🚀 Battle Card: CareTrust REIT, Inc.

• Derek Bunker, Chief Financial Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/caretrust-reit-inc-/)

• This CareTrust REIT, Inc. sales trigger calls for stabilizing finance leadership to keep investor confidence high as they expand their skilled nursing and seniors housing portfolio. → Source

• Leadership continuity risk: Finance team under new leadership ahead of this CareTrust REIT, Inc. sales trigger needs seamless handoff.

• Capital management complexity: Integrating US and UK acquisitions demands robust, harmonized FP&A processes.

• Primary: CFO transition toolkit → Automate role handover and preserve investor trust during this CareTrust REIT, Inc. sales trigger.

• Expansion: Portfolio analytics platform → Drive data-driven capital allocation across multi-jurisdiction properties.

• HQ: San Clemente, CA

• Employees: ≈ 50

• Rev: ≈ $200 M

• Website: [caretrustreit.com](https://www.caretrustreit.com/)

🤼 Competitive Intel

• Oracle NetSuite ([netsuite.com](https://www.netsuite.com)) — ERP / CPM
• Unique edge: Fully integrated cloud suite for global finance ops
• Evaluated by CFO & finance team for scale

• Workday ([workday.com](https://www.workday.com)) — Financial Management
• Unique edge: Modern UI with real‐time analytics
• Evaluated by CFO & IT for user adoption

• BlackLine ([blackline.com](https://www.blackline.com)) — Account Reconciliation
• Unique edge: Automated close process for accuracy
• Evaluated by Controller & Accounting for compliance

• Adaptive Insights ([adaptiveinsights.com](https://www.adaptiveinsights.com)) — FP&A
• Unique edge: Intuitive planning and forecasting dashboards
• Evaluated by VP Finance for agility

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Automate finance team handoffs and accelerate your financial close❑
PROOF_METRIC  = ❑30% faster month-end close❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Derek
COMPANY     = CareTrust REIT, Inc.
DEPT        = Finance
SIZE        = ≈ 8
BOTTLENECK  = leadership continuity risk
EVENT       = CFO succession
DETAIL      = Bill Wagner’s planned retirement
PAIN        = ensuring seamless finance leadership handoff
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250923315371&div=41152219
SIM_CO      = The Ensign Group
WIN_METRIC  = 30% faster month-end close
NEXT_SIZE   = ≈ 15
EMP_EST     = ≈ 50
REV_EST     = ≈ $200 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 8-person Finance

Derek—noticed your Finance team is ≈ 8.
That’s when leadership continuity risk slows growth.
We helped The Ensign Group fix this with Automate finance team handoffs and accelerate your financial close.
Result: 30% faster month-end close.  
Quick call?

PS—next bottleneck hits ≈ 15.

DM ≤45 words, TONE:
Saw your post about Bill Wagner’s planned retirement — ensuring seamless finance leadership handoff.  
Automate finance team handoffs and accelerate your financial close. 30% faster month-end close. Quick chat?