Finance Leadership That Speaks Sponsor.
Hold periods are compressing. Value creation plans are more aggressive. Sponsors want weekly KPI packs, monthly reporting, quarterly board updates, and exit-ready books. Most portco finance teams can't sustain that rhythm — and every month they miss costs something at exit. We plug that gap.
Sponsors and Portfolio CEOs Who Need Finance to Actually Execute
We work with the sponsor, the CEO, or both. The engagement shape depends on who's accountable for what.
Post-Close, Pre-100-Day-Plan Execution
You just closed a platform or add-on acquisition. The VCP is written. Now someone has to operationalize it through the finance function — KPI tracking, reporting cadence, synergy identification, integration accounting. We step in at close and run that layer.
Mid-Hold CFO Gap
Your portco CFO left. Or is about to. You're 18 months into a 4-year hold and can't afford a sloppy 6-month search. We cover the seat while you hire the permanent replacement. More on interim engagements.
Portco That's Outgrown Its Finance Function
The founder-CEO built a great business to $30M. The sponsor bought it. Now it needs to get to $100M and the finance function that worked at $30M is a liability. We rebuild it in-flight without breaking the rhythm of the business.
Exit Prep — 12 to 18 Months Out
The exit window is opening. Your numbers aren't buyer-ready. Add-backs aren't documented. Reporting isn't defensible. We get the company exit-ready: clean QoE, institutional-grade data room, and a management team that can run a diligence process without blowing up the business.
Carve-Out or Divestiture Prep
You're divesting a business unit or carving a portco out of a larger holding. Standalone financials. Shared-service allocations. Separate system setup. The work that makes or breaks the sale price. We've done this before.
Reporting That Actually Answers the Sponsor's Questions
Your sponsor asks for weekly cash, monthly KPIs, quarterly board decks. You give them what the portco can produce — which isn't the same as what they asked for. We rebuild reporting so the sponsor gets the cadence and format they actually want.
How We Engage With PE-Backed Companies
Embedded, not advisory. Operator experience, not consultant experience.
Sponsor-Grade Reporting
Weekly cash, monthly KPIs, quarterly board deck — all produced on a cadence the sponsor can rely on. Formats that match sponsor expectations without requiring ops team fire drills.
VCP Execution
The finance layer of the Value Creation Plan — margin expansion tracking, synergy identification, cost-out execution, working capital release. What was a deck becomes a monthly operating reality.
100-Day Plan Delivery
Day 1 through Day 100: integration accounting, reporting stand-up, systems consolidation, finance team build-out. Done in parallel with keeping the business running.
Exit Readiness
12 to 18 months before the window opens: clean books, documented add-backs, institutional data room, management team that can take a buyer through diligence without breaking stride.