Post Merger CFO Services for M&A Integration

We deliver strategic and comprehensive CFO services for our private equity partners and their portfolio companies to realize their investment goals.

Private Equity Services

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Private Equity CFO Services

Post Acquisition Integration

Fractional CFO Services
Interim CFO Services
Staff Augmentation for CFO Support
Due Diligence
Target assessments (buy & sell) and investment due diligence
Post-acquisition support
Support for bank financing, capital raises, lease negotiations
Crisis management/turnaround advisory
Liquidity event readiness
Bankruptcy
Focused mentoring

Exit Preparation/IPO Preparation

Leadership of critical financial initiatives
Financial strategy development
Business plan development
Business models & pricing strategies
Financial/budget modeling
KPI Executive Orientation
Transaction Readiness
IPO Prep
IPO Readiness

Ongoing business management

Transitional CFO Services
Turnaround & Restructuring
ESG Assessment
FP&A Function Standup
Continuous Value Addition
Post-Transaction Integration
Finance Team Assessment/Advising

Common Engagement Needs

Unreliable Forecasts of Revenue, Profits, & Cash Flow

Insufficient Information for Critical Business Decisions

Unqualified Accounting Personnel

Leadership Vacancies

Staff Lacking Clarity & Sense of Urgency

Lack of Business Insights or Strategic Recommendations

Lack of Preparation for M&A Activity

Broken or Challenged Relationships with Finance-related Stakeholders

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Experience in over 178 Industries

Manufacturing • Healthcare • Technology • Consulting • Restaurants • Distribution
• Non-Profit • Retail • Software Construction • Professional Services • Real Estate
• Finance • Food & Beverage • Oil & Gas • Private Equity • SaaS