About us
Helping sponsors, executives and CFOs drive measurable results.
We give business leaders the clarity, tools, and expertise to grow value and reduce risk, especially when preparing for an exit or major strategic change.
Our approach
Beyond generic consulting: we get things done.
We bring deep Office of the CFO experience, proven FP&A and exit-readiness playbooks, and hands-on support, not PowerPoint slides.
Our approach is practical, transparent, and results-driven. We work side-by-side with your team to solve real problems: speeding up reporting cycles, improving forecasting accuracy, bridging finance talent gaps, and ensuring you're transaction-ready. You get a partner committed to performance today and tomorrow's success, not advice alone.
Start with Finance & FP&A Transformation, Exit Readiness, Transaction Execution, Data & AI, or CFO Technology.
The team
A senior bench of operators, not analysts.
- Exit readiness, FP&A, value creation & finance operations
- Multi-sector: Technology, SaaS & Business Services
- Prior Partner at EY-Parthenon and Accordion
- Investment banking at Bear Stearns; private equity at Soros
- Pre- and post-transaction accounting stand-up & improvement
- Healthcare, Technology and Manufacturing
- Prior Managing Director at Accordion; 10+ years Big 4 (EY & Deloitte)
- Exit readiness, FP&A and turnaround
- Software, Industrials and Business Services
- Prior experience at Accordion
- Restructuring experience at Mackinac Partners
- Data analytics, exit readiness & complex financial modeling
- Healthcare, Biotech and Consumer
- Prior Transactions at EY; Strategic Finance at Accordion
- Equity research at CRT Capital
Alliance partners
A focused network of finance and technology alliance partners lets us scale specialist expertise onto an engagement fast, without overhead.
Work with us