Case studies
Recent work, anonymized.
Engagements across the four service pillars: what the situation was, what we did, and what changed. Client names withheld; the work is real.
Selected engagements
Engagements across the four pillars.
Filter by the pillar that matches your situation, then follow through to the full write-up on the service page.
One add-on became a repeatable integration playbook
The integration ran to a managed cadence with named accountability, and future acquisitions now start from a proven baseline.
Full case →Performance management inside a multinational carveout
Sponsor and management shared one current view of the standup plan, with the analytics to see where to intervene.
Full case →Finance standup for a founder-led IT consultancy entering PE ownership
Board- and lender-ready consolidated reporting landed ahead of the full ERP build, with project-level margin visibility and a sponsor-aligned roadmap.
Full case →Operating model and debt-upsize analysis for a PE-backed services company
A driver-based operating model and lender-grade upsizing analysis delivered in roughly five weeks.
Full case →Budget cycle and reporting standup during a finance transformation
The budget delivered on schedule, consistent monthly business reporting in place, and a standardized bookings and revenue framework the team now runs on.
Full case →Financial cadence held through a team transition at a healthcare SaaS platform
Board, lender, and operating cadence held without interruption through the transition, with reporting improvements handed to the incoming team.
Full case →Post-acquisition finance rebuild under a special-situations sponsor
Sponsor-grade reporting and value-creation tracking in place ahead of the breakup and rationalization program.
Full case →Margin uplift identified for a $100M software company
A quantified initiative portfolio behind $5M of identified margin uplift, benchmarked across sales, customer success, and service delivery.
Full case →Portfolio financial reporting platform for a small- to mid-sized PE firm
Consistent reporting across ten portfolio companies, real-time visibility for the deal team, and a large reduction in manual collection and consolidation effort.
Full case →Revenue data and forecasting foundation at a scaling $50M SaaS company
One source of truth for revenue data, forecast reporting leadership could stand behind, and an operating cadence that survived the handoff.
Full case →Cross-portfolio FP&A and data diagnostic for a large global sponsor
Benchmarked CFO priorities across the portfolio and a targeted improvement agenda for each company, sequenced by hold stage.
Full case →License spend reduction at a $140M revenue media carveout
$2.3M of license spend reduction after challenging Salesforce, Microsoft, and Workday agreements line by line.
Full case →Diligence-ready evidence for a specialty pharmacy platform heading to market
Standardized reporting views, a buyer-ready forecast model, quantified value-creation uplift for the next owner, and a narrative management could defend.
Full case →Pre-process readiness for a home services roll-up
The company entered the process with a quantified equity story and evidence buyers could test.
Full case →Relaunching a sale after a failed process
The company returned to market with the forecasts and evidence buyers had found missing the first time.
Full case →Ready to add one? Tell us where the pain is.