Data - Insight - Action
CLARITY IN COMPLEXITY.
Transforming private equity portfolio companies into data-driven organizations at every stage of the investment life cycle.
Full Service Office of the CFO Solutions
01
Strategic FP&A
Specifically designed for private equity portfolio companies. Our expertise in detailed financial modeling guides critical business decisions, supported by providing interim finance positions to smoothly manage transition periods and growth phases.
02
Data Analytics
Tailored to empower private equity portfolio companies with actionable insights, we take an ERP agnostic approach to transform raw data into meaningful insights that drive strategic decision-making.
03
Technical Accounting
Our technical accounting services ensure compliance and clarity during critical periods. From audit support to interim controller roles, we provide the support needed to navigate complexity.
04
Performance Improvement
Focused on identifying and executing EBITDA Improvement initiatives through the strategic application of Data Analytics, Back Office Automation, and Financial & Operational Expertise.
OUR APPROACH
LEANER TEAMS
We deploy 1-3 person teams because our resources are well-rounded across FP&A, Data Analytics, Technical Accounting, etc.
Our competitors look to staff larger teams needing to provide different functional area individuals for finance, accounting, and data analytics.
EXECUTION FOCUSED
Our resources are hands on and committed to achieving results and driving change.
We are experienced operating in lean environments where our value is driven not from ideas but rather implementation of processes that generate results.
CLIENT EMPOWERMENT
We supplement your team and train them to create lasting processes and change beyond the engagement.
Our clients are focused on building more sustainable enterprises, and our business model is built on facilitating that transformation.