Avery Healthcare – Chief Financial Officer

Executive leadership transformation through CFO appointment for joint-owned Welltower and Reuben Brothers backed senior living business

Background

Avery Healthcare, one of the UK’s largest senior living operators, is jointly owned by Welltower Inc., a leading US REIT specializing in healthcare real estate, and Reuben Brothers, a US private equity real estate and investment firm. Their strategic joint venture focuses on scaling Avery’s portfolio through asset and operational growth.

Following the appointment of a new CEO, Avery required an accomplished CFO to fortify the executive leadership, manage financial strategy amidst expansion, and instil investor-level financial governance.

The Brief

The CFO needed gravitas, proven scalability experience in senior living or similar investor-backed businesses, and strong financial stewardship—especially to satisfy both REIT and PE investor expectations. The candidate also met with both Welltower and Reuben Brothers during the search to provide transparency and build confidence.

Why Compass Carter Osborne?

CCO’s unique positioning—with credibility in both senior living executive search and investor relations across PE and REIT structures—made them the logical partner. The firm understood the nuanced expectations of dual US investors and delivered accordingly.

Search Process & Methodology

CCO executed an investor-aligned search, bringing forward candidates with P&L responsibility in scaled health or care operations. Interviews were designed to address both operational finance and investor-level governance. Investor meetings were arranged in tandem, embedding trust during the vetting and selection process.

Outcome

The CFO appointment strengthened Avery’s finance operations, supporting its accelerated expansion—such as the acquisition of Artisan Care Group adding 774 beds. The finance function now supports both operational and investor-reporting needs in alignment with growth strategy.