Sector Specialism
Fractional CFO Services for Private Equity-Backed Portfolio Companies.
The reporting rigour, value-creation discipline and exit-readiness sponsors expect — delivered as a fractional engagement alongside your management team.
The PE Reality
Portfolio company finance is its own discipline.
Sponsor reporting cadences, covenant tracking, value-creation KPIs, bolt-on integration, quality-of-earnings preparation, vendor due diligence — the financial reality of a PE-backed business looks nothing like an owner-managed company. The hold-period clock is ticking from day one, and the gap between a good business and a sellable one is built in the boardroom, not the final quarter.
Our private equity specialists have led 100-day plans, executed bolt-on integrations, built sponsor-grade reporting from scratch and prepared portfolio companies for exit. The practice knows what a sponsor board pack needs to look like — and how to build the finance function that produces it month after month.
What We Do
Where PE sponsors and management teams engage us.
I. Post-deal & value creation.
100-day plans, bolt-on integration and the financial infrastructure to deliver the value creation plan. We translate the investment thesis into operational KPIs — and build the reporting cadence to track them.
II. Sponsor-grade hold-period reporting.
Monthly board packs built for PE eyes. Covenant tracking, lender reporting, cash and working capital discipline. Direct engagement with the sponsor — not just the portfolio company — the discipline that keeps investors confident between board meetings.
III. Exit readiness.
Quality of earnings preparation, data room build, vendor due diligence support and management presentation modelling. The work that turns a good business into a sellable one — started early, not in the final quarter.
IV. Independent budget interrogation.
Sponsor-mandated cost reviews. Group-wide budget challenge. The independent voice in the room when the sponsor wants conviction that the management team’s numbers will hold.
V. Bolt-on integration.
Merging finance functions, systems and cultures after a deal closes. We handle integration complexity so the management team can focus on capturing the synergies that justified the acquisition.
VI. International infrastructure.
US, South East Asia and beyond. Entity structuring, transfer pricing, multi-currency operations — the financial architecture for buy-and-build platforms expanding across borders.
Currently Engaged
A live PE mandate.
An international Environmental Services group — waste management and recycling — backed by a major European private equity house.
Mandate: independent group-wide budget interrogation, targeting 10% cost reduction across the business. Live value-creation work, sponsor-mandated, delivered alongside the in-house finance team.
Next Step
Ready to talk?
A 30-minute discovery call with our founder is the fastest route to understanding whether we’re the right fit for your portfolio company.
