Operational Finance

Enhance the effectiveness of your finance function

  • Cash flow and working capital management
  • Routine and special purpose reporting
  • Financial modeling and forecasting
  • Change management
  • Training and development of staff
  • Development of accounting and reporting systems for sustainable improvement
  • Structuring and implementation of strategic client / partner relationships
  • Strategic planning, budgeting and tax planning

Corporate & Transactional Finance

Add leadership and experience to your next acquisition, divestiture or due diligence project

  • Achieve personal and corporate objectives while mitigating risk with the appropriate strategy, structure and documentation
  • Optimize the value proposition of the deal, and improve the time to closing while effectively managing transaction costs
  • Significant due diligence experience for both buy side acquisitions and sell side divestitures
  • Corporate reorganizations including shareholder buy-ins and buy-outs
  • Financing and/or refinancing of businesses to support corporate initiatives
  • Covenant and security negotiations with lenders

Family Office / Personal CFO

Achieve your personal, family and succession objectives, and minimize risk utilizing:

  • A collaborative approach with your professional team of legal, tax and investment specialists
  • Access to independent experts as necessary
  • Accounting and administrative services for holding companies and family trusts
  • Tax effective retirement and estate planning 
  • Investment monitoring and other private investment due diligence