Deal Advisory
We specialize in helping both buy and sell-side advisors transact small to mid-cap firms. By using the latest technology, we are able to right-size build finance data warehouses to allow expedited transactions, as we know that time = risk. Because we are a finance first firm, we know what you need, even when you don't.
1
Sell-Side Advisors Finance Data Warehouse
Data wrangling with multiple versions of spreadsheets leads to inconsistent numbers, incorrect data, late nights and risk. Small to mid-cap firms don't have the expertise to have their data and ERPs in order, with the numerous slices and dices required for a transaction. A Finance data warehouse can turn data requests around faster, with a single source of truth, reducing time and risk.
2
Buy Side / PE Firm Finance Data Warehouse
A finance data warehouse can help buy-side advisors and Private Equity firms gain confidence in the financial data from their potential acquisitions. Many mid-cap firms don't have robust data and finance systems in place, leading to a lack of confidence in the numbers. Our team can work with potential targets to ensure that you gain increased confidence and insights to your investment decision.
3
ERPs
Sometimes QuickBooks is just not enough. Through our Partner network, we can help pick and implement more robust ERPs to allow for faster, more in depth, robust reporting and consolidation. This can be a key element in preparing for a transaction.
4
Staff Augmentation
Sometimes QuickBooks is good enough and you just need that extra set of hands during transition due to the increased work load. Our finance team has been involved as a company on the sell side of transactions, we can provide extra bandwidth at the Controller, VP and CFO level to ensure that both the work and transaction can be completed.
