Selected Engagements
Representative mandates across our core disciplines of pricing controls, working capital instrumentation, and post-merger integration.
100-Day Finance Stabilization
$400M+ Industrial PlatformSituation
Fragmented reporting and unclear EBITDA normalization post-acquisition.
Action
Rebuilt close process, installed EBITDA bridge, built KPI cascade, established weekly cadence.
Outcome
Board-ready reporting within 90 days. Reduced reconciliation noise.
Pricing Governance Reset
Multi-State Services PlatformSituation
Margin erosion driven by pricing variance and discount creep.
Action
Built dispersion model and discount thresholds.
Outcome
Stabilized gross margin within 2 quarters.
Post-Merger Integration Discipline
Platform + 5 Add-OnsSituation
Synergies not tracked.
Action
Installed synergy tracker and governance model.
Outcome
Accelerated synergy capture and reduced SG&A duplication.
Working Capital Instrumentation
PE Portfolio CompanySituation
Limited liquidity visibility.
Action
Built 13-week model and AR velocity controls.
Outcome
Improved forecasting reliability.
Finance Function Diagnostic
Growth PlatformSituation
Finance not built for scale.
Action
Conducted O2C and close cycle assessment.
Outcome
Defined modernization roadmap and compressed close timeline.