Financial leadership and services support for corporate leadership teams and middle-market PE companies. The anchor practice everything else plugs into.
The Work
Cash positioned, credit relationships managed, and a liquidity picture leadership can act on, not react to.
Cash lives in five bank portals and a spreadsheet. The real position is assembled by hand, days old by the time it's read, and the lender call still gets answered from memory.
One liquidity picture, current and trusted. Credit conversations happen on your timeline with your numbers, and the surprise low point stops being a surprise.
From screening through integration, the finance workstream run by operators who have carried deals end to end.
The deal team moves fast and finance is dragged behind it: diligence requests land at midnight, the model forks, and integration starts with nobody owning the numbers.
Finance keeps pace with the deal. One model, one data room rhythm, and a first hundred days where reporting works from the start.
New sponsor, new standard: the reporting cadence, the controls, and the first hundred days handled.
The sponsor expects monthly reporting at a standard the function has never produced, and every board cycle exposes the gap again.
The cadence the sponsor expects, installed and running: close, pack, KPIs, and a management team that walks into the board meeting already knowing the answers.
The annual plan and the monthly rhythm, designed once, built in your systems, and run well.
The budget is out of date by March, and the monthly review argues about whose number is right instead of what to do next.
A driver-based plan leadership actually steers by, refreshed on a rhythm, with one agreed number walking into every meeting.
How It Starts
We walk the current state with your team: what's real, what's risk, what moves first.
Named outcomes on a timeline in weeks. You see the shape of the work before you commit.
We build inside your systems and run the cadence with leadership from week one.
Tell us where you sit and what's in front of you.