All onshore · PE-native
The boutique built for private equity.
Diligence, strategic finance, and data infrastructure — under one roof and in your time zone. We work with mid-market sponsors and the portfolio companies they back, across the investment lifecycle.
What sets us apart
Built for the mid-market PE portfolio.
Onshore by design
Every engagement is delivered by U.S.-based teams in your time zone. No offshore handoffs, no overnight cycles, no data-residency surprises.
PE-native, not PE-adjacent
We work only with sponsors and the companies they back. The pace, the deliverables, and the people are built for sponsor economics — not adapted from a generalist consulting playbook.
One firm, three practices
Transaction advisory, strategic finance, and data & analytics under one roof. We diligence the deal, build the finance function post-close, and stand up the data infrastructure that supports the value plan.
What we do
Diligence, finance, and data — across the hold period.
Transaction Advisory
Learn more →Quality of earnings, financial diligence, working capital, and 100-day financial support. Sized for mid-market deals, built to turn around in weeks, not months.
Strategic Finance
Learn more →Embedded FP&A and CFO support for newly acquired portfolio companies. Board reporting, budgeting and forecasting, commercial finance, and the analytics that follow.
Data & Analytics
Learn more →Onshore data engineering, BI, and managed analytics services. We build the warehouse, the pipelines, and the dashboards that finance and operating teams actually use.
Bring us in early.
Whether you’re under LOI, post-close, or mid-hold, we’ll meet you where the work is.
Get in touch →