Support for CFOs and deal teams through every phase of the transaction: buy-side, sell-side, and integration.
The Work
Buy-side and sell-side diligence support from people who know where surprises hide.
Diligence is a fire drill run on top of everyone's day job, and the scary version is finding the surprise after the price is set.
A diligence process that runs on a clock: requests anticipated, quality of earnings understood, surprises found while they're still negotiable.
The separated entity's financial story built clean from day one.
The carve-out's numbers are tangled in the parent's: shared systems, allocated costs, and no clean view of what the business actually earns.
Stand-alone financials a buyer and a lender can underwrite: clean history, defensible adjustments, day-one reporting that works.
Systems, charts of accounts, and reporting consolidated on the deal clock.
Six months after close there are still two ERPs, two charts of accounts, and a consolidation still living in a spreadsheet.
One ledger, one chart, one reporting rhythm, on the integration timeline the deal model assumed.
The sponsor and stakeholder cadence installed and running from the first month.
Every sponsor request becomes a custom project, and the first year post-close is spent inventing reporting instead of running the business.
The reporting the sponsor expects, standing from month one, so the questions get answered by the pack instead of by fire drill.
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.