Business Services

Our experts help business services-focused sponsors and their portfolio companies operationalize value creation initiatives across the entire investment lifecycle.

Our team means business . Relied on by private equity to deliver substantial returns, business services is a challenging industry. With many companies taking services in-house, you need M&A, corporate development, and FP&A strategies that elevates you above competitors—creating value for your business while driving shareholder return.

Real world results.

Struggling B2B services co. needs a full-service finance overhaul

You’re a B2B services company that’s struggling to perform. After a reasonable trial period, your sponsor replaces the majority of your senior leadership due to performance issues and covenant violations. Along with this, your accounting and billing systems are hampered by poor NetSuite and Bill.com implementations and your A/R collection challenges are absorbing available liquidity.

Business services co. needs an audit readiness service tune-up

You’re a business services company that’s dealing with significant delays in completing your annual Financial Statement Audit. You’re struggling to provide auditors with the necessary supporting documentation for the Purchase Price Accounting adjustments related to your recently acquired businesses, as well as the tax provisions for various reporting periods. You need help getting everything in order.

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