Passionate about helping small- and mid-size companies take their business to the next level.
We deliver proven, repeatable processes and supporting tools that can be quickly tailored to mergers and acquisitions of all sizes. We don’t just show you the way – we work alongside your teams to facilitate knowledge transfer, instill accountability, build functional integration plans, and establish effective reporting and governance.
We go beyond a book of tables and numbers helping buyers understand the models, bringing clarity and confidence to purchasing decisions. We quickly evaluate the business and critically challenge assumptions based on interviewing key personnel and analyzing data points over a two or three year period. We identify and investigate unusual fluctuations in performance and make appropriate adjustments stemming from incorrect accounting treatments, lifestyle expenses, or non-recurring expenditures. We also prepare a trailing twelve month (“TTM”) financial summary and other schedules that accurately depict the financial health of the company.
We tailor ourselves to small- and mid-size businesses while providing the best practices you would see from most experienced “Big 4” consultants. Our professionals also bring real-world Controllership and CFO leadership experience from companies ranging from startups to industry-leading companies.
After the deal closes – the relationship truly begins. We help create a sustaining alignment process between the sponsor and its portfolio company. Beyond strategic alignment, we ensure acquired businesses have financial and operational processes to deliver on the investment thesis and are positioned best to benefit from the sponsor’s relationship.
Often, disparate systems that cover the same services result in process and system inefficiencies. After acquisition, a company should make it a priority to review those systems to avoid inefficiencies and potential overspend. Separately or as part of our Portfolio Company Onboarding services, our Cost and Vendor Management team can help identify waste by analyzing spend in critical areas across the portfolio, including:
Our experienced team of professionals can take a targeted look at specific categories of spend or perform the financial analysis to uncover opportunities and unlock cost savings and better manage working capital to improve the company’s profitability and resilience in an uncertain and volatile market.
Whether you are looking to take your business public or want a more cost-effective solution for compliance testing, we actually “wrote the book” on how some of the “Big 4” minimize compliance costs for clients by focusing on the “right controls.” We provide Sarbanes-Oxley 404 initial and sustained compliance, internal audit co-sourcing and outsourcing and enterprise risk management solutions.