FP&A Reporting

Analysis and information that powers critical business decisions

Standardizing financial information, especially across a private equity sponsor’s platform and add-on acquisitions, is key to measuring performance and creating value.

A key finance function of most large global companies, financial planning and analysis (FP&A) is a complex, skill-intensive discipline. With business integrations, carve-outs, and add-ons, disparate reporting systems and accounting software complicate the process further.

Our FP&A teams bring financial expertise and industry experience to businesses undergoing an M&A transition. We’re able to methodically and thoughtfully analyze operational and financial data, pressure-test and scrutinize it, then provide realistic forecasts of the upside and downside of an opportunity.

Our background in private equity and investment banking give us unique perspective on financial reporting expectations

Working with a business’ available financial data, we’re able to make reporting repeatable, standardized, and impactful — key to efficiency and accuracy. With standardized financial data, opportunities for growth open up because the business’ reporting is at the level expected by a sponsor’s investment committee and lenders.

The outcomes of our FP&A engagements include:

  • More efficient transactions with a clearer view of the business
  • Less pressure and impact on finance staff
  • Cleaner financials and reduced reporting time
  • Clearly identified risks and opportunities

Each of our engagements is tailored to the sponsor’s expectations, and we enter with a clear understanding of what needs to be accomplished and how we’ll get there. Whether on the buy- or sell-side of an M&A deal, we rapidly identify and execute on FP&A solutions so sponsors can meet their investment goals.

  • Mitchel Nakken
  • Senior Managing Director,
    Co-Head of Consulting
  • T +1 (248) 686-1399

Integrated Services

We enable businesses to better prepare for and execute on strategic events.

Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

Download our Capabilities Brochure

Investment Banking

A full range of services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.

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Financial Consulting

Perspectives on financial data that enable informed decisions, minimize business disruption, visualize opportunities, and drive value creation.

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Industry Experience


Rapidly evolving with a focus on electric and autonomous vehicles, driving M&A activity in technology and sustainability.

Building Products

Growth due to construction demand, sustainability concerns, and digitalization, which fuels M&A interest.

Business Services

Seeing robust M&A activity driven by technology adoption, remote work trends, and a shift towards outsourcing and digital solutions.

Consumer Goods

Evolving with a focus on e-commerce, sustainability, and changing consumer preferences, leading to active M&A strategies.

Entertainment & Media

Rapidly transforming due to digital streaming, content creation, and evolving consumer behaviors, fostering dynamic M&A opportunities.


Undergoing substantial changes, with a focus on telehealth, biotechnology, and healthcare IT, driving M&A activity in pursuit of innovation and improved patient care.


Evolving through automation, sustainability initiatives, and supply chain optimization, stimulating M&A transactions for efficiency and innovation.

Power & Energy

Transitioning towards renewable energy sources, grid modernization, and sustainability, leading to active M&A activity to reshape the industry landscape.


Adapting to changing consumer preferences and e-commerce, resulting in M&A deals focused on omnichannel strategies, digitization, and supply chain optimization.


Dynamic and driven by innovation, digital transformation, and emerging tech like AI and cybersecurity, fueling continuous M&A opportunities for growth and competitiveness.

Transportation & Logistics

Evolving with autonomous tech, e-commerce, and sustainability, prompting M&A for efficiency and market adaptation.

Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.