Our practices
Diligence, finance, and data — under one roof.
Three integrated practices, built for mid-market PE sponsors and the companies they back. Every engagement is U.S.-based and senior-led.
Practice 01
Transaction Advisory
Sponsor-facing financial diligence, sized for mid-market deals.
We work the deal calendar — sell-side and buy-side — and stay on through post-close working capital and 100-day financial support. Engagements are sized for $30–80M EBITDA targets and structured to turn around in weeks, not months. Big 4–alumni Managing Directors personally lead every QoE.
What we do
- Sell-side Quality of Earnings
- Buy-side Quality of Earnings
- Working capital target setting and settlement
- Carve-out and 100-day financial support
- Adjusted EBITDA bridges and add-back analysis
How we work
QoE engagements typically run 3–6 weeks with 3–4-person teams. Fixed-fee on QoE; T&M on working capital settlement and carve-out work. Sponsor inquiries get a response inside 48 hours and we can start within a week of LOI for time-pressured deals. Every engagement is led by a Big 4–alumni Managing Director with 12+ years in financial diligence.
Practice 02
Strategic Finance
Embedded FP&A and CFO support for newly acquired portfolio companies.
We embed senior FP&A teams inside newly acquired portcos to build the management reporting, budget process, and commercial finance the sponsor expects from day one. Engagements deliver to a milestone — a board pack, a budget process, a 13-week cash forecast — then hand the work to the portco’s internal team. Every engagement is led by a CFA charterholder or Certified Corporate FP&A Professional.
What we do
- Management reporting and board pack design
- Annual budgeting and rolling forecasts
- Commercial finance and pricing analytics
- 13-week cash flow and working capital management
- KPI scorecards and value-plan tracking
- Interim CFO and FP&A leadership
How we work
Two engagement archetypes: 3–6 month build projects ($50–80K/month, 3–4-person teams) that design a reporting package or budget process, and ongoing 12–18 month retainers ($40–70K/month, 2-person teams) where we function as the portco’s FP&A bench. We integrate with the portco’s existing accounting and EPM stack — NetSuite, Workday Adaptive, Anaplan, OneStream — rather than imposing our own.
Practice 03
Data & Analytics
All-onshore data engineering and BI for the PE portfolio.
We design the warehouse, build the pipelines, and stand up the BI layer that finance and operating teams actually open on Monday morning. Every engineer is U.S.-based — no offshore handoffs, no overnight cycles, no data-residency surprises — which matters more for PHI, financial-services portcos, and any environment where data sensitivity is the gating factor.
What we do
- Cloud data platform architecture
- ETL/ELT pipeline development
- Master data management and governance
- BI, dashboarding, and self-serve analytics
- Advanced analytics and applied ML
- Managed analytics and ongoing data ops
How we work
Two engagement modes. Discrete build projects ($300K–$1.2M, 4–9 months, 5–8-person teams) for data warehouse implementations, BI buildouts, and advanced analytics work. Managed-services retainers (3–4 engineers, ongoing) where we own day-to-day data operations across the portco’s stack — pipeline ops, dashboard maintenance, on-call analytics support, quarterly model refresh.
Platforms we work in
Have a deal, a portco, or a data problem?
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