PE Finance Transformation

    Finance Transformation for PE Portfolio Companies

    You acquired the company for its market position. The finance function came along for the ride. Now it needs to perform at PE speed.

    Finance transformation in PE isn't an abstract initiative. It's the difference between a clean exit and a valuation haircut. Portfolio companies typically land in one of three states post-acquisition: the finance team is under-resourced, the systems are outdated, or the processes were never designed for the reporting cadence PE demands. Often, all three.

    The First 100 Days Set the Trajectory

    We've seen portfolio companies lose six months because nobody assessed the finance infrastructure during diligence. By the time the first board deck is due, the team is scrambling.

    The Diagnostic (weeks 1–4)

    We assess the current state across six dimensions—data integrity, system architecture, process maturity, compliance readiness, AI readiness, and exit preparedness. Every finding is mapped to EBITDA impact.

    The Architecture (weeks 5–12)

    We design the target-state finance operating model—systems, people, processes, AI integration. The blueprint includes an AI integration plan, NetSuite optimization pathway, and exit-readiness design principles baked into every recommendation.

    Ongoing Advisory

    For companies that need a steady hand through execution, we stay on as advisors—quarterly reviews, real-time access, continuous exit-readiness monitoring.

    What Changes

    Close cycles compress. Reporting becomes decision-grade. The finance team shifts from data entry to analysis. The CFO stops firefighting and starts advising. And when diligence comes for the exit—the books tell a clean story.

    We've done this across SaaS, GovTech, telecom, and manufacturing. Different industries, same pattern: the finance function was built for what the company used to be. We redesign it for where the investment thesis needs it to go.

    How We Work

    Diagnose → Architect → Advise

    Every engagement follows a lifecycle designed for PE timelines. Most clients enter at the Diagnostic. Some come to us mid-hold with a specific architecture need. A few stay for ongoing advisory through exit.