Who we serve

PE-Backed Companies

The deal is closed. Now the clock is ticking. Sponsors need results, management needs support, and the business needs financial infrastructure that can actually deliver both. We make that happen — fast.

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Typical profile

Recently acquired · $5M–$50M revenue · New management team or founder still in seat · Sponsor expecting 100-day plan · Finance function not yet PE-ready

The moment

Post-close integration · First 100 days · Board reporting setup · EBITDA improvement mandate · Preparing for add-on or exit

Where are you in the hold?

Find your phase — we know exactly what the sponsor needs.

First 100 Days — Post-close

The deal closed. Now the real work starts.

The finance function inherited at close is rarely PE-ready. Cash basis books, no management reporting, no budget process, no board package. We stabilize the finance function fast — delivering the infrastructure sponsors need and the visibility management requires to execute the 100-day plan.

What you need from us

Post-Close Execution
Accounting Cleanup & Readiness
FP&A Optimization
Outsourced Accounting
PE-backed companies

How we help

The services built for the hold period.

Deal & M&A

Post-Close Execution

100-day integration, finance function buildout, synergy tracking — everything the first phase of the hold requires.

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Finance & Tax

FP&A Optimization

Board-ready reporting, driver-based models, and budget processes that give sponsors the visibility they need.

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Finance & Tax

Accounting Cleanup & Readiness

From cash basis to accrual, clean chart of accounts, and GAAP-compliant financials — fast.

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Operations

Cost Optimization

Identify and capture EBITDA improvement opportunities — with a prioritized roadmap and implementation support.

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Deal & M&A

Pre-Close Diligence

For add-on acquisitions — rigorous financial, tax, and operational diligence on the timelines PE deals require.

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Operations

Profitability Analysis

Understand true margin by service line, client, and channel — the foundation of any real value creation plan.

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Ready?

The hold period is short.
Let's make every month count.

No obligation. Just a conversation about where the portfolio company is today and what it needs to deliver the returns the thesis requires.

Schedule a Call →

We typically respond within 24 hours on business days.