Interim Financial Support

Augmenting and supporting the office of the CFO during periods of transition

Transition periods as the result of M&A activity are time-compressed, filled with challenges, and potentially expose the business to risk. Deploying the right solutions during transition can smooth the process and provide crucial business stability.

Every M&A transaction is different, just as every business has unique and varying needs during changes in ownership. We tailor a full range of interim financial support solutions to help businesses in transition:

  • Interim CFO and other finance management roles
  • Revamping order-to-cash (OTC/O2C) and procure-to-pay (P2P) procedures and related matters
  • Analyzing liquidity, including 13-week forecast cash flow modeling
  • Structuring capital needs
  • Streamlining month-end closing processes
  • Budgeting and finance/operating plans
  • Identifying, implementing, and tracking synergies
  • Building KPI dashboards

Driving change in an accelerated timeframe is an art. The interim financial support services we provide are tailored to advise and guide businesses through M&A transitions. Our outcomes take a business to the next level smoothly and successfully.

Our experience with private equity, both as owners and operators, gives us insight into the needs of both sides of a deal.

Preserving the foundation of a company’s underwritten value is a key component of transition. To bridge cultures and information gaps during periods of change, we liaise between the private equity sponsor and the business. This enables us to create workable solutions on real timelines—the cornerstone of a successful transition period.

Each engagement is designed to support the office of the CFO, establish systems, and disengage when the transition has completed.

  • Bahaa Nahas
  • T +1 (424) 220-6800

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations.

Transactions

Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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Transitions

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Transformations

Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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Industry Experience

Rimodellate e capovolte dei carici bigi, dei tronchi spettrali, delle vuote delle finestre

Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.

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Automotive

While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.

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Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.

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Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.

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Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.

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Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.

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Healthcare

Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.

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Industrials

Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.

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Retail

To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.

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Technology

In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.

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Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.

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Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.

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