Managed FP&A
Reporting & Business Intelligence
Forecasting & Planning
Cash & Working Capital Visibility
Capital & Transactions
Debt & Working Capital Financing
Growth Equity Capital
Acquisitions & Business Sale
Finance Acceleration
PortCo FP&A Initiatives
Board Support
Workshops & Assessments
Engagement
BPO / RECURRING
ADVISORY
Activate any or all of the FP&A function on a done-for-you basis. Access the full potential of a senior-to-junior institutional finance team with more cost efficiency, stability, and experience than hiring a single resource.
ENGAGEMENT
TRANSACTION-BASED ENGAGEMENTS
Procure financing, get the capital to fuel growth, acquire, or sell. Access the capabilities and capital network of an investment bank through a more flexible model designed to stay aligned with your goals, even if they change.
ENGAGEMENT
PROJECT-BASED
INITIATIVES
Access the strike force supporting prominent private equity firms in reporting stand-up, forecast improvement, and transaction readiness. Tap the team’s experience and perspective through assessments and board advisory.