Portfolio company finance, built to sponsor standards.
A newly acquired company usually inherits a finance function sized for its previous owner. We rebuild reporting, systems, and forecasting to the standard sponsors expect — and keep them there through the hold period.
What we hear most
- Reporting inherited at close does not meet sponsor requirements
- The finance function was built for a founder-led business, not a sponsor-backed one
The work that matters in this industry.
Financial and operational areas where sector-specific complexity most often creates reporting problems.
- 01
Post-close stabilization
Assessing the finance function, closing reporting gaps, and prioritizing a reliable monthly package within the 100-day plan.
- 02
Sponsor and lender reporting
Monthly reporting packages, covenant compliance, KPI reporting, and board materials in the formats sponsors and lenders expect.
- 03
Value creation support
Financial analysis behind pricing, margin, working capital, and operational initiatives in the value-creation plan.
- 04
Add-on integration
Consolidating acquired entities onto common systems, charts of accounts, and reporting standards.
- 05
Exit readiness
Management preparation for quality-of-earnings review, data-room readiness, and the reporting history diligence will examine. Independent transaction, valuation, audit, and legal advice stays with qualified specialists.
What better reporting makes possible here.
- A monthly sponsor package delivered on a predictable calendar
- Covenant compliance tracked continuously rather than discovered quarterly
- Consolidated reporting across the platform and its add-ons
- Diligence-ready financial records maintained throughout the hold
Systems we work with
Platforms commonly used in this sector. We are platform-neutral and take no vendor commissions.
- NetSuite
- Sage Intacct
- Odoo
- Microsoft Dynamics 365
- Power BI
Tell us what is not working.
Start with a practical assessment of your reporting, systems, workflows, and management needs.