Unparalleled results across diverse industry verticals.

Finance & AccountingOps & Supply ChainHR & Payroll
Scaling Finance & Accounting Support Through Post-Acquisition GrowthCase StudyFinance & Accounting

Scaling Finance & Accounting Support Through Post-Acquisition Growth

A government technology and services platform providing integrated administrative, revenue enhancement, and payment software solutions…
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PE Backed Aerospace Manufacturing Integration Across Five different FacilitiesCase StudyOps & Supply Chain

PE Backed Aerospace Manufacturing Integration Across Five different Facilities

Following a period of acquisition-driven growth, the organization faced increasing operational complexity across five manufacturing…
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Building Day 1 Finance Infrastructure for a PE-Backed AcquisitionCase StudyFinance & Accounting

Building Day 1 Finance Infrastructure for a PE-Backed Acquisition

A $60M family-owned promotional products supplier was undergoing acquisition by a private equity firm and…
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Interim M&A Specialist Supporting Sale ProcessCase StudyFinance & Accounting

Interim M&A Specialist Supporting Sale Process

A $90m industrial services platform that provides cash management and security solutions to local and…
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SaaS Business Financial Transformation & Liquidity ManagementCase StudyFinance & Accounting

SaaS Business Financial Transformation & Liquidity Management

A private equity owned $50m SaaS business that provides multi-channel personalization services was facing significant…
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FP&A Horsepower to Accelerate Year-End Budgeting and Financial VisibilityCase StudyFinance & Accounting

FP&A Horsepower to Accelerate Year-End Budgeting and Financial Visibility

As the organization approached year-end, finance leadership faced significant pressure to deliver an accurate, defensible…
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Interim CFO: Financial Transformation and Foundational DevelopmentCase StudyFinance & Accounting

Interim CFO: Financial Transformation and Foundational Development

After a year of high growth driven by several large “core” acquisitions, the organization struggled…
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Sale-Leaseback Diligence for a Juice Processing & Storage FacilityCase StudyOps & Supply Chain

Sale-Leaseback Diligence for a Juice Processing & Storage Facility

A leading intermodal tank distributor sought to expand beyond transportation into a value-added, food-grade storage…
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Interim CHRO Leadership Through Restructuring & Sale PreparationCase StudyHR & Payroll

Interim CHRO Leadership Through Restructuring & Sale Preparation

PE-backed battery manufacturer with two segments entered a critical phase of restructuring, operational realignment, and…
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Finance Integration & Compliance Readiness: Supporting a $700M TICC Platform Through Sale PreparationCase StudyFinance & Accounting

Finance Integration & Compliance Readiness: Supporting a $700M TICC Platform Through Sale Preparation

A private equity–backed provider of engineering, testing, inspection, certification, and compliance (TICC) services had expanded…
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Driving FP&A Maturity and Cost Transparency to Support Division Separation and Performance ImprovementCase StudyFinance & Accounting

Driving FP&A Maturity and Cost Transparency to Support Division Separation and Performance Improvement

A PE-backed building materials manufacturer and distributor launched a multi-year transformation to accelerate growth, improve…
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Interim FP&A Specialist: Building Financial Infrastructure to Enable a High-Value PE ExitCase StudyFinance & Accounting

Interim FP&A Specialist: Building Financial Infrastructure to Enable a High-Value PE Exit

The company needed strategic financial leadership to support continued expansion and meet investor expectations for…
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