Selected Engagements
Anonymized examples across pricing, working capital, finance, BI, and post-merger integration. Client identities are withheld under confidentiality obligations; these examples describe engagement work and are not presented as client endorsements. Where a reference is relevant and permitted, availability can be discussed during a qualified engagement process.
100-Day Finance Stabilization
Industrial Portfolio CompanySituation
Fragmented reporting and unclear EBITDA normalization post-acquisition.
Action
Rebuilt close process, installed EBITDA bridge, built KPI cascade, established weekly cadence.
Outcome
Established board-ready reporting and reduced reconciliation noise.
Pricing Governance Reset
Multi-State Services BusinessSituation
Margin erosion driven by pricing variance and discount creep.
Action
Built dispersion model and discount thresholds.
Outcome
Improved pricing visibility and strengthened margin governance.
Post-Merger Integration Discipline
Platform Company and Add-OnsSituation
Synergies not tracked.
Action
Installed synergy tracker and governance model.
Outcome
Accelerated synergy capture and reduced SG&A duplication.
Working Capital Controls
PE Portfolio CompanySituation
Limited liquidity visibility.
Action
Built 13-week model and AR velocity controls.
Outcome
Improved forecasting reliability.
Finance Function Diagnostic
Investor-Backed Growth CompanySituation
Finance not built for scale.
Action
Conducted O2C and close cycle assessment.
Outcome
Defined modernization roadmap and compressed close timeline.
Semantic Layer Standardization
Multi-Business-Unit EnterpriseSituation
Fragmented data logic and lacking executive single source of truth.
Action
Enterprise KPI definition reset and multi-level semantic layer mapping.
Outcome
Rebuilt metric ownership, data quality controls, and monthly performance pack.