Private Equity

Reporting is a fundamental component of life under private equity ownership. We design and implement repeatable and automated reporting processes that allow portfolio companies to derive meaningful performance insights in a timely and accurate manner while remaining compliant with lender reporting requirements.

Growing companies often find their team stretched due to the need to support multiple high priority projects at once. To support the company during these peak times, we bring a team of seasoned professionals with years of experience in controllership, transactions, or finance leadership roles. We are highly effective from Day One in guiding your organization through complex projects, while building out a playbook to handle such projects in the future.

The requirements, expectations, and overall role of the finance and accounting function change after a company receives a PE investment. To enable growth and scalability, we deliver a comprehensive assessment of the Office of the CFO and create an actionable roadmap to a highly scalable finance function.  

We also support management in implementing the roadmap, with initiatives such as accelerating the month end close process, implementing technologies to support that acceleration, developing a budgeting and forecasting process, optimizing working capital management and streamlining transaction processing. 

Developing a comprehensive systems strategy that aligns with the investment thesis is critical to a portfolio company’s success. We formulate and oversee the systems strategy, selection, and implementation across the CFO tech stack to ensure your portfolio company is utilizing an appropriate suite of systems to scale.