M&A, Private Equity & Post-Merger Integration
Finance and execution support that makes deals operational.
What we can do for your business
We support acquisitions, integrations, and private equity-backed growth with hands-on finance leadership and execution. From diligence through post-close integration, we help companies build the reporting, controls, and operating structure needed to realize value quickly and avoid post-merger chaos.
Deal Readiness & Financial Diligence
- Quality of Earnings and Financial Review Support
- Working Capital and Cash Flow Assessment
- Data Room Preparation and Financial Documentation
- Risk Identification and Transaction Support
Post-Merger Integration & Execution
- Day 1 Finance and Reporting Stabilization
- Close Process and Consolidation Integration
- Intercompany Setup and Operational Alignment
- Integration Roadmaps and Execution Support
Private Equity Reporting & Value Creation
- KPI Frameworks for Portfolio Monitoring
- Board and Sponsor Reporting Packages
- Margin, Cost, and Working Capital Initiatives
- Operational Finance Support for Growth Plans
Systems, Controls & Finance Infrastructure
- ERP and Systems Integration Planning
- Internal Controls and Audit Readiness
- Process Standardization Across Entities
- Scalable Finance Operating Model Design
Who This is For
- Private equity-backed companies entering a new scale phase
- Buyers integrating acquisitions across entities or systems
- Leadership teams needing post-close finance structure fast
- Organizations preparing for a sale, recapitalization, or roll-up strategy
Typical Outcomes
- Faster stabilization after close
- Clean consolidation and consistent reporting
- Sponsor-ready KPIs and operating cadence
- Reduced integration risk and stronger value capture
What You Get
- Diligence-ready financial packages and analysis support
- Post-close finance integration plan and execution partnership
- Sponsor reporting cadence with KPIs that matter
- Scalable controls and systems alignment across entities