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Finance That Performs at Private Equity Speed.

What We Do

Core Capabilities

Interim CFO, Controller, and FP&A Leadership

Carve-Out & Standalone Finance Setup

Post-Acquisition Integration

Exit-Ready Financial Transformation

ERP & Financial Systems Optimization

Chadd Davis

Chadd’s Full BioConnect with Chadd

Who We Support

Private Equity Firms

Portfolio Companies

When to Engage

Pre-Acquisition Due Diligence
  • Financial risk assessment
  • Implementation planning
  • Reporting structure reviews
Post-Acquisition Optimization
  • "Day One" CFO/Controller placement
  • 13 week cash flow analysis
  • Cash and reporting stabilization
Growth
  • Add-on Integration Support
  • FP&A Buildouts
  • Forecasting and Budgeting
  • Working Capital Optimization
Liquidity or Distress
  • Turnaround CFO
  • Cash flow controls
  • Restructuring and lender support
Exit
  • Value Enhancement
  • Audit-ready close
  • Sell-side reporting
  • Diligence support
Pre-Acquisition Due Diligence
  • Financial risk assessment
  • Implementation planning
  • Reporting structure reviews
Post-Acquisition Optimization
  • "Day One" CFO/Controller placement
  • 13 week cash flow analysis
  • Cash and reporting stabilization
Growth
  • Add-on Integration Support
  • FP&A Buildouts
  • Forecasting and Budgeting
  • Working Capital Optimization
Liquidity or Distress
  • Turnaround CFO
  • Cash flow controls
  • Restructuring and lender support
Exit
  • Value Enhancements
  • Audit-ready close
  • Sell-side reporting
  • Diligence support

Pre-Acquisition Diligence

Post-Close Execution

Growth Phase

Maturity or Distress

Exit Preparation

Finance & Accounting Q&A

Where financial clarity drives portfolio value.

What types of financial roles do you fill?

We deploy interim CFOs, Controllers, FP&A leads, and audit readiness specialists—especially in post-close, carve-out, and exit environments.

Can you support financial transformation during M&A?

Yes. We frequently support financial integrations, new system implementations, and board/investor reporting readiness after a transaction.

Leverage Our Cross-Functional Team