Build Your Network
Ep. 1

In our very first episode of Behind the Balance Sheet, host Chad Dean talks with Ian McCreadie, Phoenix-based CFO of VC backed CoverTree, about his journey to the officer title. He covers everything from the genesis of a career in Finance to his current CFO role. He provides excellent insights into key positions he held and what impact they had on his career.

Ian talks about his number one piece of advice to anyone looking for a financial leader position. Turns out his advice is applicable to anyone looking to excel in any career! He concludes with what he would tell his younger self. Don’t miss this inaugural episode of Behind the Balance Sheet: Build Your Network.

is a leading VC-backed insurtech MGA focused on bringing digital distribution, automated underwriting, and data-driven pricing to specialty personal lines of insurance with a specific focus on mobile and manufactured housing.

We’ve raised $10M from AV8, Distributed Ventures, Detroit Venture Partners, Ludlow Ventures, and Annox Capital.


Ian McCreadie
is currently CFO at CoverTree and Agency Principal at National Mobile Home Insurance.

He previously held multiple roles with privately held lower middle market investment banking firms and acted as a member and director of Private Capital Alliance’s screening and diligence committees.

Ian gained industry experience in both analyst and associate roles with Madison Street Capital, in senior associate and director roles with Private Capital Alliance, in a Vice President role with Pegasus Intellectual Capital Solutions, and in a CFO role at Alta Cima, Corp. its affiliates and subsidiaries.

He has directly participated in or led financing and merger and acquisition transactions both in the United States and Western Europe. Ian’s experience includes, but is not limited to, being involved in more than 25 successful client engagements (capital raise and M&A advisory), representing in excess of $250mm of transactional value.

Connect with Ian on LinkedIn.