Real world results.

You’re a $5M+ claims processing platform, and your customer and operational data is scattered across 23 databases, spanning across platforms such as Great Plains, Fiserv, CRM and product databases. Sparse documentation and highly complex stored...

You’re a $3B publicly traded and PE-backed healthcare services network, operating over 200 surgical facilities with 10,000 employees and 4,000 physicians across 33 states. To consolidate siloed processes, increase data visibility, and...

You’re a leading manufacturer of audio quality devices that develops acoustic optimization and provides scalable solutions to your customers through a wide variety of applications. You currently have manual processes (monthly reporting via...

You’re the largest privately held facility services provider in North America with 100K+ locations across verticals such as retail, manufacturing, and hospitality. But you’re facing a 10% customer churn rate, costing you tens of millions of...

You’re a rapid-growth PE-backed athletics company facing liquidity challenges due to overspending on inventory and growth initiatives and a lack of visibility into the current and projected cash position. You need guidance to navigate a...

You’re a physician-owned oncology provider facing an upcoming sale. Operating in a complex data environment after acquiring dozens of practices and recently completing a carve-out for a segment of the business, you recognize the need to...

You’re a leading developer and operator of luxury vacation ownership properties across four western U.S. states and the Mexico/Baja peninsula. Unfortunately, you’re facing the largest financial crisis since your founding in 2008. Your assets...

You’re one of the largest domestic retailers of ultra-luxury eyewear and an operator of specialty retailers offering an assortment of optical frames and sunglasses from various luxury brands. But you’re struggling financially as you encounter...

You’re a healthcare company experiencing significant delays in monthly close. It’s taking you between 15-20 days to close with an additional 10-15 days to provide financial statements to management and investors. You’re dealing with a...

You’re a A $300M fintech company focused on consumer and workforce payments. You have received an acquisition inquiry and need analytical support during the diligence process for a comprehensive review of all business segments and revenue streams.

You’re a Professional Employer Organization company with an upcoming sale process. To prepare, you need enhanced visibility because you’ve added multiple acquisitions over the prior year, which were not fully integrated, so sales and customer...

You’re Home Care Plus, Inc. (HCP), a 501(c)(3) non-profit, community-based visiting nurse home care agency in Connecticut that is Medicare/Medicaid certified, state-licensed, and nationally accredited by the Joint Commission. You employ...

You’re Interfaith Medical Center (IMC), a 287-bed acute care teaching hospital providing a wide range of critical medical, surgical, gynecological, dental, psychiatric, pediatric, and other services. After years of financial difficulty,...

You’re an aerospace parts manufacturing company comprised of a roll-up of seven different companies. You need to consolidate and integrate eight specialized manufacturing facilities that are currently managed via five ERP systems. But your...

You’re ALCOM, a leading manufacturer of top-quality aluminum trailer products. You have expanded production facilities from a single flagship plant to 6 plants across the country. Your business has grown. Now your operational sophistication...

You’re Protective Solutions, a Division of the Hillman Group, and a leading provider of personal protection and work gear products. You offer a broad portfolio ranging from knee pads, tool belts, job site storage, and work gloves that help...

You’re an established and growing healthcare company that provides outsourced Revenue Cycle Management (RCM) services. You think you might be ready for your IPO, but you need a readiness assessment from experts to be sure.

You’re a global manufacturer of antibody reagents, kits, and services that has nearly doubled your revenue following the acquisition of an adjacent provider. However, your combined organization has experienced significant staff turnover and...

You’re a software development company recently acquired by a PE firm, with plans to grow through rapid acquisitions. To successfully do so, your team needs to grow organically—and your sponsor needs help figuring out how to make it happen. ​

You’re a Professional Employer Organization company with an upcoming sale process. Multiple recent acquisitions have exacerbated a complicated data environment, and you need support developing key analytics for your data room, confidential...

You’re a leading provider of software solutions and payment processing services for the fitness industry, and you’re acquired by a global software and technology-focused private equity sponsor. Your sponsor sets targets and asks you to build...

You’re a PE-backed operator of sound stage studios—intended for film, television, and digital media production. Due to rapid growth, you have disparate processes, multiple technologies, and a variety of employees geographically separated...

You’re Allspring Global Investments (formerly Wells Fargo Asset Management), a $500M AUM asset manager that’s been carved out by PE sponsors. But your finance function is immature, and you’re struggling with a host of issues: complexity in...

You’re a 14-store grocery chain serving New York, New Jersey, and Connecticut, with $700M in revenue and $250M of secured debt, facing liquidity issues brought on by underperforming locations and growing pension liabilities. You need help.​

You’re a $300M US manufacturer of single-use plastic and aluminum food containers, cutlery, and straws, facing declining EBITDA after the loss of a key customer and deterioration in operations. You need to turn the company around, quickly.​

You’re the largest national platform for event and catering equipment rental, and you encounter significant operational impacts following the failure to meet immigration compliance after moving all employees into a PEO. You need help.​

You’re one of the nation’s largest event rental companies and you’re going through a restructuring. During the process, some issues and red flags arise, alerting to possible fraudulent activity perpetrated by the former Controller. You need...

You’re a sponsor-owned primary care physician practice focusing on the Medicare Advantage (MA) market. Your company consists of fourteen individual clinical offices in the Southeast working collaboratively to provide world-class primary...

You’re a national, large-scale winemaking and wine wholesale company significantly underperforming sponsor expectations, requiring consistent capital infusions with no end in sight. With difficult economic and inflationary headwinds, the...

You’re a leading healthcare and financial tech company with $1.5 B in revenue. You’re in the process of executing a multi-year transformation and value creation program ahead of a potential public market listing. You need to standardize...

You’re North America’s second largest supplier of customized, non-apparel promotional products ($300MM), facing severe liquidity pressure due to rapidly deteriorating revenue and the looming maturity of your revolving credit facilities. You...

You’re a B2B electronics repair and refurbishment business with two large manufacturing locations in the US and Dominican Republic. You lose a material customer contract, and your management team struggles to define a go-forward strategy...

You’re a classic steakhouse brand with 13 restaurants in 12 states. Now, you’re being marketed by a restaurant group due to underperformance and other portfolio priorities. You need to turn things around.​

You’re a PE-backed SaaS business with operations in 20+ countries across three continents, and you’ve initiated discussions with potential investors for a minority equity sale. While you’ve completed four acquisitions over the past three...

You’re a PE-backed, $1B value-added distributor of personalized hardgoods and apparel. You’re looking to improve your cash flow, but you need support to reevaluate your working capital strategy.

You’re a world-class petroleum equipment distributor, fuel systems construction contractor, and leading provider of fuel handling systems who has just consolidated inventories from different branch locations to a centralized hub. You’ve also...

You’re a US-based PE firm with over $100B in AUM. Your portfolio companies deal with a large variety of customer contracts and price variations, and your sales, finance, and legal teams spend an excessive amount of time reviewing and...

You’re a $500M+ revenue global leader in the case sector (mobile, hand-held, and portable protective coverings). You help people protect their devices, but you need help protecting your operating costs. More specifically, you think your...

You’re an online personal loan provider offering short/medium-term secured and unsecured loans. To elevate your marketing team’s outreach and campaign accuracy, you launch a marketing automation initiative to derive insights and target...

You’re a PE-owned diversified property and casualty (P&C) insurance company operating through three business segments: services, underwriting, and owned managing general agents. You’re launching a broad auction process, and you’ve already...

You’re a multi-unit restaurant brand being acquired by a sponsor, and you need a carve-out planned and executed across finance and accounting, IT, HR, and legal. Adding complexity, the legacy shared service center providing finance & accounting...

You’re a multi-billion-dollar consumer products manufacturing company implementing the cost accounting module within your ERP system to facilitate better costing methodologies and variance capture in financial statements. However, your system...

You’re a provider of warehousing and return management services focused on the fruit industry. You offer handling, storage, and packing services, maximizing returns for grower fruit while efficiently utilizing labor, expenses, and capital...