Strategic Advisory for Private Equity Firms & Portfolio Companies
From diligence to exit, we translate complexity into operational excellence.
Pre-Acquisition
- Due Diligence
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Quality of Earnings
- Tax (Income, Specialty, SALT)
- HR (Compliance, Talent, Labor/Union Contracts)
- Cybersecurity and IT
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- Value Creation & Modeling
- Integration Planning
- Market Intelligence
- Talent Assessment
- Organizational Design
Post-Close
- Interim Leadership
- CFO, CHRO, CEO Controller
- Senior F&A and HR Leaders
- 100-Day Value Creation Plans
- GAAP Conversion
- Purchase Price Allocation & Opening Balance Sheet
- Cash Flow Forecasting
- Budgeting
- Covenant Compliance
- Data Visualization and Insights Enablement
- Payroll, Benefits, and HR Systems Implementation
Portfolio Optimization
- Tax Strategy & Compliance
- Specialty Tax Consulting
- R&D Tax Credits
- Site Selection Incentives
- Audit Readiness
- Financial Reporting
- Compensation & Leadership Development
- IT/Software Selection
- Growth Strategy
- Sales Advisory
- Process Optimization & Operational Efficiency
- Executive Search
- Talent Retention
Exit Readiness
- IPO & Sell-Side Support
- Audit & Compliance Readiness
- Scalable HR & Finance Infrastructure
- Leadership Continuity
- Executive Coaching
Proven Results Across the Investment Lifecycle
We partner with private equity firms and their portfolio companies to deliver measurable results that support growth, operational stability, and value creation. Our director-led model ensures experienced leadership and continuity across every engagement.
8 Weeks
AVERAGE TIME TO STABILIZE AND ADVANCE KEY INITIATIVES
100+
ACQUISITIONS SERVED
$80M+
CASH RECOVERED FOR CLIENTS
1,600+
ENGAGEMENTS DELIVERED ACROSS PORTFOLIO COMPANIES AND SPONSORS
Family of Companies
