Rigorous diligence going in, and the data, reporting, and finance leadership to create value coming out. One integrated team across the full arc of a transaction.
Comprehensive buy-side and sell-side financial due diligence for private equity firms, corporate acquirers, and founder-led sellers. We dig into the numbers behind the numbers, so you negotiate from a position of knowledge.
Every engagement is partner-led and scoped to your deal, from focused quality of earnings reviews to full-scope diligence across complex carve-outs and roll-ups.
Diligence doesn't end with the report. We stay at the table as thought partners through purchase agreement and net working capital negotiations, so findings translate directly into the terms you sign.
Most companies are sitting on more data than they can see. We design and build custom dashboards that connect your source data and put decision-ready KPIs in front of the people who need them.
Built around how your business actually runs, not a template, so executives, operators, and investors all look at the same trusted numbers.
We can securely host your dashboards on your behalf, with authenticated access for your team, or hand everything off to run in your own environment.
Our Data Insights practice modernizes how your business uses information, automating manual work, professionalizing revenue operations, and putting an actionable AI strategy behind it all.
Salespeople were spending hours finding their own prospects and keying them into the CRM by hand. That research now runs itself, freeing sales to focus on more critical tasks.
AI strategy developmentA fast-growing platform ran on a dozen disconnected systems, with no shared view of supply and demand. One connected model now allocates $100M of inventory and keeps every team on the same numbers.
RevOps professionalizationThe cash forecast lived across a tangle of spreadsheets nobody fully trusted. One streamlined 52-week model now refreshes automatically and gives leadership a number they can plan around.
Automation and streamliningWe turned scattered contract and billing data into an ARR rollforward and a metrics package investors could diligence. That foundation supported a major fundraise through to close.
Reporting and board decksThe months after a transaction are when value is won or lost. Our Interim Finance practice puts seasoned finance leaders inside your business, on demand, for exactly as long as you need them.
From CFO-level leadership through controller resources, we stabilize the finance function, drive change management, and hand off to a team set up to succeed.
Boards, lenders, and investors expect clear, consistent reporting every month, without fire drills. We build the packages and the process behind them, so your close produces answers instead of questions.
Whether you're standing up reporting for the first time post-close or upgrading what exists, we deliver templates and cadences your team can run on their own.
A senior partner scopes the engagement around your deal, timeline, and questions. No boilerplate.
Right-sized teams work at deal speed, flagging what matters as we find it, not at the end.
Clear, decision-ready deliverables: reports, databooks, dashboards, and board materials.
We stay engaged after the close with interim leadership, reporting, and data support as you build.
Tell us where you are, evaluating a deal, drowning in spreadsheets, or short a CFO, and we'll point you in the right direction.
