Four connected practices for deals, finance, systems and data
Hire one practice for a focused project, or several when the work crosses finance, systems and data. Every engagement is led by senior people who do the work themselves.
Transaction Support
Clean, defensible numbers for deal teams on both sides of a transaction. On the buy side we run diligence on targets and support integration after close. On the sell side we get the business ready for buyers, from carve-out financials to data requests. We work in the source data, so every figure ties back to the books.
Who it's for: Private equity deal teams, strategic acquirers, corporate development and CFOs buying, selling or carving out a business
Discuss your Transaction Support project- Buy-side due diligenceFinancial and commercial diligence on targets: revenue quality, customer retention, unit economics and margin durability, worked from customer-level data.
- Sell-side preparationSale-ready financials, KPI packs and data rooms, plus repeatable models that answer buyer data requests in hours instead of days.
- Diligence workflowsRequest lists, data room reviews, issue trackers and diligence models that refresh as new data arrives, so the team works from one set of numbers.
- Divestiture & carve-out financialsStandalone brand and entity P&Ls rebuilt from shared ERPs and cost pools, with bridges to reported totals.
- Valuation, working capital & adjustmentsDeal models, sensitivities, normalized EBITDA adjustments and net working capital pegs for the bid, the purchase agreement and the closing statement.
- Post-close integrationIntegration plans, team coordination through close, and acquired businesses mapped into your monthly reporting and KPI set.
Finance & Reporting
Forecasts that hold and reports leadership can trust, built on automated checks instead of manual rework.
Who it's for: CFOs, controllers and FP&A teams in growing, acquisitive or regulated businesses
Discuss your Finance & Reporting project- Driver-based forecastingForecasts built from volumes, rates, headcount and contracts, not last year plus a percentage.
- Budget governanceA monthly and quarterly rhythm for budget, spend-to-date, projections and variances.
- Management & investor reportingExecutive and investor reports that reconcile and arrive on deadline.
- Power BI dashboardsOperational and financial KPIs on dashboards fed by governed data.
- Reconciliation & close automationSQL and Alteryx checks that flag exceptions before month-end.
- Model reviewIndependent review of forecasting, pricing and valuation models.
ERP & Systems
One accountable owner for the move from build to production, so go-live dates hold and the business keeps running.
Who it's for: Transformation, IT and finance leaders running an ERP or HCM implementation
Discuss your ERP & Systems project- ERP & HCM cutover leadershipIntegrated cutover plans, readiness reviews and command-center governance.
- Integration testingSIT and UAT across modules and interfaces, with reusable test cases.
- Data conversion & validationConversion tracking, reconciliation and sign-off before each dress rehearsal.
- HypercareDaily post-go-live reporting and issue triage until the system is stable.
- Test automationWeb-service and API test frameworks that run every release cycle.
- Process redesignRequirements turned into future-state processes the new system supports.
Data & AI
Reliable, governed data underneath your reporting and your AI work, plus hands-on evaluation of the models themselves.
Who it's for: Data leaders, analytics teams, AI labs and ML platforms
Discuss your Data & AI project- Data pipelinesProduction pipelines on Airflow, dbt, Databricks and Kubernetes, monitored end to end.
- Cloud data migrationWarehouse and lakehouse migrations with automated integrity checks.
- Data governance & accessGoverned, role-based access and observability for sensitive data.
- Model validationTesting LLMs for hallucinations, reasoning gaps and instruction-following failures.
- Training & evaluation dataSupervised fine-tuning datasets and adversarial prompts for frontier labs.
- Evaluation rubricsConstraint-level pass/fail rubrics with grounded reference answers.
From first call to handoff
- Week 1
Diagnose
We get into your source data, trace what doesn't tie, and agree on the three or four fixes that matter most.
- Weeks 2 and on
Build and fix
Models, reconciliations, cutover plans and pipelines, with weekly progress against an agreed baseline.
- Final weeks
Hand off
Walkthroughs and refresh guides, so your team runs everything we built without us.
Let's map what you need.
A 30-minute call to see which practices fit your project and who on our team would lead it.