Private Equity Services

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

Our PE consulting services focus on accelerating value creation throughout the investment lifecycle. We support portfolio companies with financial operations, transaction execution, and operational improvements.

This includes everything from pre-acquisition planning through post-merger integration, with emphasis on maximizing EBITDA growth and building scalable operations.

Organizations often benefit from PE consulting when preparing for or executing transactions, scaling operations, or seeking to optimize performance.

Common scenarios include pre-transaction preparation, post-merger integration, system implementations, or when looking to accelerate value creation. We can help evaluate your specific situation and opportunities.

While having basic financial and operational information available is helpful, our experienced operators can work with various starting points.

The most important factors are clear objectives and stakeholder alignment. We can help assess your current state and identify priority areas for improvement.

Our focus is on delivering measurable improvements in company performance and value creation.

This might include EBITDA growth, operational efficiencies, enhanced reporting capabilities, or successful transaction execution. Specific outcomes are tailored to your organization's objectives and timeline requirements.

Contract lengths vary based on your specific needs and objectives. While some engagements focus on specific transactions or initiatives, others may involve longer-term value creation programs.

We structure our support flexibly to match your timeline while ensuring sustainable improvements.

Our consultants bring extensive experience across industries and investment strategies. We understand that each portfolio company faces unique challenges and opportunities, and we adapt our approach accordingly while leveraging proven best practices from our broad experience.