Case Studies

Case Study

Streamlining an M&A Integration With a EPM Platform

Case Study

Enhancing EBITDA: Assessment

Case Study

Preparing a SaaS Company for a SPAC Merger

Case Study

Implementing FP&A Processes to Drive Decision-Making

Case Study

Assisting with Audit Readiness for Revenue Recognition & Deferred Revenue

Case Study

Managing Liquidity, Assessing the Business, and Providing M&A Support

Case Study

Implementing a Business Plan, Improving Performance, and Conducting a Refinancing

Case Study

Providing M&A Advisory, Integrating Operations, and Acting as Interim Management

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Serving as CEO, Providing M&A Advisory and Buy-Side Integration Support, and Managing a Turnaround

Case Study

Serving as CRO and Providing Restructuring & Bankruptcy Advisory

Case Study

Serving as CRO, Advising a Bankruptcy, Managing Assets, and Conducting Distressed Workouts

Case Study

Serving as CRO, Providing Strategic Advisory, and Supporting a §363 Sale