Expertise

With an unwavering commitment to results, we are dedicated to maximizing the value of our private equity clients’ investment portfolios.

We provide in-depth operational due diligence, financial analysis, and leadership assessments to help investors make informed investment decisions. We help identify risks, uncover opportunities, and optimize the operational potential of target companies, ensuring successful transactions and maximizing returns. We believe an integrated approach offers significant value to our clients and includes a vision and timelines for post-acquisition execution.

Buy Side Due Diligence
· Financial Accounting Due Diligence (QoE)
· Operational Due Diligence

We guide clients through the complexities of mergers, reviewing synergies, strategic planning (Day 1 and 100-Day Plan), cultural integration, operational alignment, and post-merger optimization. We believe integrations should be flexible but in a rigid framework with direct accountability. We apply a repetitive framework approach ensuring a seamless transition and building towards actionable acquisition playbooks.

Merger Integration / Carve-Out Planning
· Day One / 100-Day Plan Development
· Carve-Out Planning and Execution
· Post Merger Integration
· PMO Planning / Execution
· Acquisition Playbooks

We help clients optimize their business performance through strategic financial planning, operational efficiency improvements, cost management, and risk mitigation. Our expertise ensures sound financial decision-making and operational excellence, driving sustainable growth and maximizing value for our clients. We believe in prioritizing improvements based on opportunity and ability to achieve, then helping execute to drive EBITDA.

Financial & Operations Process & Cost Efficiency
· Growth Strategy
· Sales Ops Improvement
· Pricing / Margin Management
· Direct Costs Analysis
· G&A Improvements
· Strategic Analytics & Planning
· Finance / Accounting Solutions
· KPI Dashboards
· Strategic Sourcing, S&OP

We provide skilled professionals to fill leadership gaps, drive organizational change, and advise existing leadership in times of growth or challenge. Our tailored solutions and strategic guidance help clients navigate critical transitions and unlock the full potential of their businesses, ensuring continued growth and success. We believe in stepping in to fill a gap full-time, fractionally, or support the existing team with accomplished senior executives who are experts in their industry.

C-suite Executives
(e.g., CEO, CFO, COO, CAO, CMO)

Operating Functions
(e.g., Supply Chain, Store Operations, Sales, Production, Manufacturing, Field Operations, Call Center)

Support Functions
(e.g., FP&A, Treasurer, Controller)

· Leadership Assessment
· Fractional Management
· Executive Team Advisory