Our Solutions
Tailored solutions for your success
We flawlessly execute for clients, delivering real-world insights that drive growth and innovation.
Key Offerings
We focus on driving meaningful value for our clients across a range of services
What We DO
Guiding you through every stage of your business journey
Accounting, Control, and FP&A
We implement strategic financial frameworks to enhance stability, compliance, and performance
Offerings:
- Evaluating and implementing SEC reporting processes
- Drive the adoption of accounting standards and policies
- Drafting financial statements
- Audit preparation
- Develop and remediate internal control programs
- Provide decision support for business operations
- Develop models, forecasts, budgets, and projections
- Drive EBITDA optimization
- Forecasting cash, liquidity & financials
- Reducing cash expenditures
Financial Operations
We assess and optimize financial processes to increase effectiveness and reduce costs
Offerings:
- Evaluate financial team structures and reporting workflows
- Identify and eliminate unnecessary reports and processes
- Accelerate period end close
- Automating and optimizing financial processes
- Implement scalable ERP and financial systems
- Improving working capital investment
- Leading financial turnarounds
Capital Sourcing
We support companies needing funding at all stages of their lifecycle
Offerings:
- IPO Preparation: comprehensively address all accounting, control, and reporting considerations, build investor materials, and support regulatory compliance
- Series A and other funding: develop business models, financial forecasts, and investor decks; refine cap tables, create data rooms, and execute investor outreach
- Borrowing to Fund Operations: determine appropriate type of debt, identify lenders, solicit proposals, negotiate, and secure the borrowing
Mergers & Acquisitions
We guide clients through every step of the M&A process, ensuring smooth transactions and maximized value
Offerings:
- Deal Preparation: conduct readiness assessments, prepare for QofE studies, create marketing materials, ready data rooms, and establish deal strategies
- Due Diligence: manage data rooms, assess target companies, prepare pro forma financials, and evaluate potential synergies
- Negotiation: support negotiations and develop term sheets to align with client objectives
- Integration: create post-merger integration plans, oversee implementation, and drive cultural alignment
Optimizing Workflows & Empowering People
We streamline operations and empower people to drive meaningful improvements
Offerings:
- Aligning demand and supply planning
- Optimizing cash conversion cycle
- Implement leading procurement practices
- Refine business processes
- CRM and ERP implementation
- Data optimization and analytics
- Leading culture and change management
- Improving performance and insights into operations
- Organization design and strategic workforce planning
- Executive coaching
- Talent process design
- Overall compensation strategy
Executive Search
We identify top talent, ensuring strategic alignment with company goals with discreet searches, succession planning, and seamless onboarding.
Offerings:
- Confidential executive placements
- Retained searches
- Roles include: Board, c-suite, and other key roles
- Tailored search process
Our Track Record
Our results speak for themselves
Case Study
We’ve helped clients achieve transformational results across various industries
Highlights
Private Equity Firm:
Provide fractional finance support for five portfolio companies, including transaction processing, financial statement preparation and analysis, strategic plan financial modeling, forecasting cash, budgeting, income and other taxes, and close optimization
Consumer Lender:
Led internal control program remediation by implementing structure and consistent standards for control documentation and performance, reorganizing team, appropriately scoping; resolved material weaknesses to regulator and auditor satisfaction
Innovative Medical Device Startup:
Guided Series A funding, developed financial model, and rebuilt investor presentation, leading to raising of funds
