Services.

Foundational Accounting

Accounting should be a strategic part of your company. Our tactical approach to accounting and finance organizes your data around the decisions driving your business.

Get.a 360 degree view on your business with our bespoke KPI dashboard and advanced financial analytics. Designed for entrepreneurs - a holistic visual on business health and performance. We pull data from every system across your business to build a tailored business plan, financial model, and a cash forecast.

We bring fractional controller and accounting management to our clients, from cash to accrual conversion, to implementing GAAP-compliant best practices.

Full cycle accounting (general ledger reconciliation), month-end close and financial statement analysis
Accounts payable and accounts receivable transaction support and reporting
Strategic FP&A, cashflow budgeting and financial modeling
Business plan development with revenue and expense channel margin analysis
Tax compliance (income / sales / payroll), and cost segregation planning
Inventory and supply chain network management
Pre + post financial and operational audit support / organizational risk assessment

Mergers & Acquisitions

We provide unique perspectives, strategic roadmaps, and action plans to business owners during the M&A transaction. We focus on maximizing shareholder value through comprehensive business valuation and due diligence process.

Backed by our core industry practice groups, we possess a profound understanding of your industry's dynamics, trends, challenges, and opportunities. This in-depth knowledge allows us to craft tailored strategies that align precisely with your business objectives.

M&A and turnaround / restructuring advisory
Buy & sell side representation with in-depth industry, market, and target due diligence
Management buyout & corporate carve-outs
Succession & transition planning
Capital raise / recapitalization (debt & equity)
- Growth capital (venture and seed investment
- Bridge lending (secured and unsecured)
- Senior and mezzanine debt
- Asset-based lending / merchant warehouse LOC

Search Fund Investments

We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Investment Criteria

Total enterprise value between $250,000 and $25 million
Preference for fintech, transportation & logistics, CPG e-commerce, B2B + B2C SAAS companies
Significant recurring or predictable revenue base (>65%) with low customer concentration
Robust EBITDA margins (>15%)
Low capital expenditure requirements
Limited cyclicality
Large and growing markets