Due Diligence

Due diligence should be more than just a compliance exercise for lenders and other parties in the transaction process. Our due diligence delivers a comprehensive view of the company’s financial performance, including initial assessments of where potential investment may be required in the Finance, Cyber, and IT functions in order to scale the business.

Office of the CFO (OCFO) Assessment

The requirements, expectations, and overall role of a company’s Finance & Accounting function changes after receiving a Private Equity investment. To enable growth and scalability, we deliver a systematic, structured, and comprehensive assessment of the Office of the CFO that culminates in an actionable roadmap.

FP&A Enablement / Sponsor Reporting

Reporting is a fundamental component to life under Private Equity ownership. We design and implement repeatable and automated reporting processes that allow portfolio companies to derive meaningful insights into performance in a timely, accurate, and compliant manner.
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CFO Tech Stack Advisory

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