Who We Serve

Private Equity

Delivering value across the private equity investment lifecycle

In today’s competitive deal market, private equity sponsors look beyond financial engineering to create value. Operational improvement is a critical differentiator. Leading investors work with trusted advisors to execute change quickly and consistently across their portfolios.

We partner with private equity sponsors and their portfolio companies to deliver results. We support large-scale transformations and day-to-day improvements that modernize the finance function. From diligence through exit, we bring proven approaches, leading practices, and deep technical expertise to drive tangible value creation.

1. Pre-Close

2. Post-Close

3. Grow & Scale

4. Optimize

5. Exit

Financial Due Diligence

Deliver comprehensive quality of earnings analysis, working capital assessments, and financial risk evaluation to support investment decisions.

Balance Sheet & Due Diligence

Evaluate judgmental accounting topics, debt and debt-like items, and balance sheet quality to uncover deal considerations.

Transaction Advisory

Support deal teams throughout the diligence process with real-time analysis and guidance on financial sections of purchase agreement.

FP&A Optimization

Assist with 13-week cash flow forecasting, budgeting processes, multiyear operating models and performance measurement, and analysis.

Performance Reporting

Design and implement repeatable and automated reporting solutions for delivery to a broad array of internal and external stakeholders.

Transaction Support & Accounting

Review closing balance sheet, working capital purchase price adjustments, purchasing accounting, and opening balance sheet.

OCFO Assessment and Roadmap

Assess the finance and accounting function to produce an actionable roadmap that prioritizes investment requirements to scale.

Merger Integration

Provide integration planning and execution to maximize synergies and return on investment.

Technical & Operational Accounting

Provide on-call technical accounting support on complex accounting matters as well as deliver operational accounting support during peak times.

Close Process Improvement

Diagnose and improve upon the fault lines present in the monthly close process to provide timely, accurate financial information.

Data Strategy

Establish a data management process to ensure data is accurate, available, and accessible to drive operational decision-making and strategic planning.

IT Transformation

Formulate and oversee the systems strategy, selection, and implementation of new cloud-based ERP and third-party business applications.

Sell-Side Health Check

Diagnose the current state and implement initiatives to streamline due diligence and maximize the company’s valuation.

Sell-Side Diligence

Perform sell-side financial diligence, including preparing, analyzing, and reviewing key financial and operating data, to maximize valuation and facilitate a timely transaction process.

IPO Readiness

Help companies navigate the SEC registration statement process, while simultaneously preparing the company for life as a public entity.

Create future financial value today. Here’s how.

How do I ensure financial due diligence uncovers risks and opportunities before closing?

Our financial due diligence professionals bring decades of experience analyzing middle-market transactions across industries. We focus on the issues that matter to deal decision-making, providing quality of earnings analysis, working capital assessments, and comprehensive financial risk evaluation. Our detailed approach helps PE sponsors make informed investment decisions with confidence.

Explore our Financial Due Diligence services

How do I design and implement a repeatable and automated sponsor/lender reporting process?

Reporting is a fundamental component of life under private equity ownership. We design and implement repeatable and automated reporting processes that allow portfolio companies to derive meaningful performance insights in a timely and accurate manner while remaining compliant with lender reporting requirements.

How do I support a lean finance and accounting team through a buy and build strategy?

Growing companies often find their team stretched due to the need to support multiple high priority projects at once. To support the company during these peak times, we bring a team of seasoned professionals with years of experience in controllership, transactions, or finance leadership roles. We are highly effective from Day One in guiding your organization through complex projects, while building out a playbook to handle such projects in the future.

How do I design and implement scalable OCFO function which can support rapid growth?

The requirements, expectations, and overall role of the finance and accounting function change after a company receives a PE investment. To enable growth and scalability, we deliver a comprehensive assessment of the Office of the CFO and create an actionable roadmap to a highly scalable finance function.

We also support management in implementing the roadmap, with initiatives such as accelerating the month end close process, implementing technologies to support that acceleration, developing a budgeting and forecasting process, optimizing working capital management and streamlining transaction processing.

What do I need to develop a comprehensive systems strategy for a portfolio company?

Developing a comprehensive systems strategy that aligns with the investment thesis is critical to a portfolio company’s success. We formulate and oversee the systems strategy, selection, and implementation across the CFO tech stack to ensure your portfolio company is utilizing an appropriate suite of systems to scale.