Track record & case studies

Buy-side diligence reveals significant risk

Engaged by a PE firm to diligence a PE-backed professional services company that was audited, had third-party sell-side diligence, and a reputable bank running the process. We identified contingent revenue with uncertain collection, material unreserved bad debt, non-GAAP accounting policies, aggressive customer contracts, and errors in the seller's own QoE.

Our independent analysis and well-defended adjustments resulted in a 20% reduction to seller adjusted EBITDA, giving our client the leverage to appropriately adjust the purchase price.

Interim CFO support for a PE-backed industrial services company

Engaged by a private equity-backed industrial services company that had grown through a series of acquisitions, resulting in 13 separate accounting system instances. When the Company launched a sell-side process, we were brought in to support the CFO from the outset — managing the high volume of incremental requests from the financial due diligence team and investment bankers, while also strengthening month-end reporting, upgrading financial reporting packs, building and automating forecast models, and handling ad-hoc analyses as they arose.

Our hands-on CFO support kept the sell-side process moving without overburdening internal resources, giving the Company's leadership team the bandwidth and reporting infrastructure needed to run a smooth, well-organized transaction.

Sell-side diligence for a high-growth hydration company

Engaged by a rapidly growing hydration-powder company operating across three separate accounting systems — the earliest a set of manual spreadsheets with real data-quality issues. We consolidated the data, ran SKU-level revenue and margin analysis, and rebuilt normalized historical financials into a clean, consistent trend.

Our comprehensive analysis and clean data presentation gave prospective buyers the confidence to transact, and the deal closed successfully at a premium multiple.

Expertise when it matters most