PE-backed CFOs are accountable for a different kind of FP&A — one that runs faster, shows more, and answers to a sponsor that grades every cycle. We sit inside your finance function and run that rhythm.
From the 100-day plan through exit, FP&A is the system that keeps sponsors, lenders, and management on the same page. We build the system — and we run it when you need us to.
Automated sponsor-ready reporting connected directly to source systems and easy to hand off to internal teams.
Automated, refreshed weekly and tied to operational drivers, not last quarter’s trend line.
Bottoms-up budgets that survive sponsor scrutiny. Long-range plans tied to the value creation thesis, not the prior-year P&L.
Covenant testing, compliance certificates, add-back bucket optimization, and the recurring deliverables sponsors and lenders expect on time.
A fast read on what’s driving EBITDA today and where the margin or cash unlock actually lives.
Pre-close models, post-close synergy tracking, and the analytics that make the deal thesis real instead of a hope.
Quality of earnings prep, normalized financials, and the data room your bankers wish every client showed up with.
The handful of metrics that actually run the business — defined, measured, and surfaced to leadership on a cadence.
A seasoned operator in the seat, accountable from day one. No ramp.
We dive into the data, the team, the calendar, and the financials. We come out with a punch list of the highest-leverage fixes and a timeline.
We stand up the models, dashboards, and reporting routines that make the function work. We train your team as we build.
We stay in the seat as Interim CFO, Director of Finance, or VP of FP&A — or we transition cleanly to your team. We don’t manufacture dependencies.
Tell us about your portfolio company and we’ll scope an FP&A solution tailored to your needs.
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