The finance function, ready for the capital it's about to raise.
Sell-side readiness means more than a clean data room. It's a back-office function that can withstand a buyer's QoE team. We build that.
The first year of ownership, run by people who've done it before.
A sponsor's first year with a new portfolio company, whether a fresh investment or a strategic add-on, is when the finance function either gets built into the infrastructure the business scales on, or becomes a limiter. We spend that window building a finance function the sponsor can rely on and the operating team can actually work with.
Finance leadership, on a recurring engagement.
Some companies need a CFO without the full-time seat. Every engagement is led by a partner and scoped to what the company actually needs.
The close, controls, cadence: run rather than advised.
Accounting and Finance Operations is the execution layer below the CFO seat: close, controls, reporting, analysis. We run it CPA-led on a monthly cadence, with workflow automation built in. Standalone or alongside any other engagement.