Case Studies

In-depth views on
how we create value

Designing a TSA Framework and Mitigating Entanglement Risks for a Carve-Out

Clear transition planning ensure continuity, manage risks, and enable a timely TSA exit for both buyer and seller.

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Executing a 100-Day Plan to Stabilize and Position a Business for Global Scale

Stabilize operations, establish financial controls, stand up critical systems, and position for global expansion.

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Accounting Transition, Cash Management, and Streamlined Reporting for an $80M Roll-Up

Enhanced financial visibility, streamlined reporting, and established scalable tools that support growth strategy and acquisition integrations.

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Unlocking Customer Data to Enhance Profitability

Analyzing and optimizing customer performance to identify high-value customers and create actionable insights into revenue growth.

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Resetting the Cost Structure for a $600M Consumer Products Company

Delivering PMO services, supply chain management, and organizational strategy to streamline operations and support growth.

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Building a Scalable AOP Framework for a $400M Multi-Location Distributor

A scalable financial planning framework provides management with actionable insights, aligns stakeholders on expectations, and delivers the sponsor with investor-ready outputs.

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Enabling Pre-Transaction Visibility into Sales Dynamics of a Manufacturing Business

Developing tools and analyses to clarify year-over-year performance and empower leadership to act decisively.

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Driving Sell-Side Readiness for a $240M Manufacturer

Delivering clean, reliable financials and operational transparency, which ultimately accelerated the sale process and maximized value.

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Strengthening Financial Operations & Liquidity Forecasting for a $200M Portco

Delivering a financial operations assessment and building a post-close 13-week cash flow forecast for a manufacturing company.

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Transforming Financial Operations and Warehousing for a $100M Utilities Platform

Delivering a dual transformation that strengthened financial management while modernizing warehouse operations.

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Optimizing Vendor Spend to Unlock $1M+ in Weekly Cash Flow

Delivering immediate financial impact and positioning the company with a leaner, more strategic procurement function.

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Driving Margin Insights and Expense Visibility for a Food Packaging Business

Gaining a holistic view of performance to equip the business with scalable FP&A tools to guide strategic decision making.

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Driving Finance & Accounting Integration Through PMO Leadership in a $1.7B Merger

Identifying inefficiencies, implementing process and system improvements, and ensuring seamless execution of integration projects.

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Driving a $55M+ Value Increase in a Successful $250M Sale with an Integrated Sell-Side Approach

Overcoming the challenge of a prior failed sale process with a faster timeline, cleaner diligence, and higher valuation.

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Strengthening Financial Management & Liquidity Control for a $1B Manufacturer Carve-Out

Strengthening financial management for a carve-out vehicle manufacturer spanning 17 entities with ~$1B in revenue.

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Executing Operational Due Diligence for a Carve-Out Transaction

Assessing readiness, identifying gaps, and structuring TSAs to support a smooth transition for a new standalone.

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Stabilizing Liquidity and Improving Collections for a $250M Healthcare Company

Enhanced visibility into cash flow, improved collection, and reduced aged receivables helped to stabilize a $250M healthcare company.

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Building Forecasting & Investment Models to Strengthen Corporate Finance in a Healthcare Company

Enhanced financial modeling, planning, and control processes through robust forecasting and investment tools, standardized processes, and knowledge transfer.

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Securing a $185M Credit Facility Amid Liquidity Constraints

Supporting a company faced with liquidity challenges, an expiring revolver, and the need to separate divisions into standalone financials.

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Standing Up Finance & Operations Functions Post-Carve-Out for a Manufacturing Company

Working closely with the new management team and the seller, to accelerate readiness and long-term value creation across multiple areas.

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Redesigning Organizational Strategy to Drive Efficiency Across a Multi-Entity Business

A holistic strategy to create a more agile, integrated organization positioned for scalable growth and long-term value creation.

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Multi-Entity Data Consolidation to Enable and Accelerate a Successful Sell-Side Process

Consolidating and streamlining sales and operational data into a single, trusted source of truth.

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Delivering Day‑One Readiness in Finance & Operations for a Sponsor‑Backed CPG Carve‑Out

Redesigning organizational strategy to drive efficiency across a multi-entity business.

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