Optimizing EBITDA With a Systematic Approach to IT Capitalization

Leveraging existing processes was vital.

Drive Superior Lender Relations

Few CFOs strive to truly understand what makes their banker successful.

How Sponsors Think About Platform Multiples & Growth

More than ever, sponsors require teams who can urgently accelerate organic growth and capture post-synergy multiple arbitrage.

Change Management Amidst a Pivot to a Cloud-Based SaaS Model

Extreme clarity helps identify key contributors and weed out those who will not be “on the bus.”

Transformational Leaders: Rare But Invaluable Among Private Equity-Backed Executives

Transformational leaders see themselves as a lever that can dramatically enhance an investment thesis.

The PE-Backed CFO’s Role in Creating a Strategic Plan

Looking to the furthest defined end goals and working backwards to today can sharpen strategy and identify a company’s true “big rocks.”

Lead a Successful, Accretive Integration

Proliferation of the buy-and-build strategy has put integration expertise at a premium.

Optimize a Company’s Acquisition Screening Strategy

PE-backed CFOs play a vital role in ensuring an intelligent approach to target identification.

Lead Through the Sale Process to Deliver a Successful Exit

The realization of a successful exit to a strategic or financial buyer remains the standard end game for an LBO. While an executive’s actions in…

Crafting a Contract That Benefits Both Parties

How to use creative thinking and collaboration to win a competitive contract.