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SaaS Business Financial Transformation & Liquidity ManagementCase StudyFinance & Accounting

SaaS Business Financial Transformation & Liquidity Management

Upon engagement, our client, a $50M SaaS company, faced significant operational and financial instability. The…
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FP&A Horsepower to Accelerate Year-End Budgeting and Financial VisibilityCase StudyOps & Supply Chain

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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Interim Controller: Strengthening Compliance and Audit Readiness for a Public CompanyCase StudyFinance & Accounting

Interim Controller: Strengthening Compliance and Audit Readiness for a Public Company

A publicly traded engineering services firm with $450 million in revenue required interim financial leadership…
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CTO: Post-acquisition Support – From Carve-Out to Integration in 60 DaysCase StudyFinance & Accounting

CTO: Post-acquisition Support – From Carve-Out to Integration in 60 Days

An eCommerce shoe and apparel company, newly acquired by a private equity firm from a…
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Interim CFO: Financial Transformation Amid Leadership ChangeCase StudyFinance & Accounting

Interim CFO: Financial Transformation Amid Leadership Change

A privately held industry leader in supply chain solutions required interim financial leadership following the…
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Interim CFO: Leading a Successful Chapter 11 Restructuring and RecapitalizationCase StudyFinance & Accounting

Interim CFO: Leading a Successful Chapter 11 Restructuring and Recapitalization

A multi-site, multi-state behavioral health provider specializing in eating disorder, drug, and alcohol treatment required…
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