Who We Serve

Private Equity

Delivering value across the private equity investment lifecycle

In today’s competitive deal market, private equity sponsors are turning to operational enhancements as a driver for value creation. Leading investors partner with trusted advisors to implement enhancements quickly and consistently across their portfolio.

We partner with private equity sponsors and their portfolio companies on complex, transformational initiatives and day-to-day operational improvements to modernize the finance function. We leverage new ideas, leading practices, and technical know-how to help private equity sponsors drive meaningful and sustainable operational changes.

1. Post-Close
2. Grow & Scale
3. Optimize
4. Exit
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 Assistance

Support the analysis, review, and preparation of key financial and operational information, and establish/ maintain the data room.

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 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.

How do you create present and future value for your business?

Unlock core business value from a suite of integrated solutions expertly designed for organizations like yours.

Accounting & Risk

Anticipate and respond to complex regulatory and reporting requirements.

Technology-Enabled Transformation

Accelerate enterprise performance through people-led digital transformations.


Manage transaction lifecycles for maximum deal value and minimum risk.

Meet our leader