Who We Serve / Middle Market Companies
Build a finance function
that can keep up.
Reliable reporting. Practical remediation. Capacity that lasts. We help private and sponsor-backed middle-market businesses strengthen finance while keeping the work moving.
Built around your context
More demands.
Not always more people.
A growing business can outpace its close process, reporting and control environment. Experienced hires are difficult to replace, leadership transitions can expose knowledge gaps, and an audit or acquisition adds pressure. We combine senior judgment with hands-on execution—without asking you to build every capability in-house.
For founder-led and privately held companies, including portfolio businesses backed by private equity firms and sponsors.
Senior judgment / practical execution
Where we can make a difference.
Audit readiness & remediation
Organize requests, reconcile balances and develop supportable accounting analyses. Convert findings into sequenced actions, clear ownership and evidence that the fixes are operating.
Work product may include: Request tracker, supporting schedules, issue-resolution workplan and remediation evidence.
External Audit Support →Close, reporting & controllership
Strengthen reconciliations, review points and the reporting calendar. Translate complex accounting questions into documented conclusions and usable policies.
Work product may include: Close calendar, reconciliation standards, technical memoranda and management reporting.
Financial Statement Close Process →Finance leadership & performance
Support CFO and controller priorities with cash visibility, driver-based forecasting and an operating cadence. Connect reporting to the decisions the business needs to make.
Work product may include: Finance priorities roadmap, cash scenarios, forecast drivers and performance review routines.
Office of CFO →Growth & transaction readiness
Prepare the finance foundation for expansion, add-on acquisitions or an eventual sale. Align reporting, controls and responsibilities with the demands ahead.
Work product may include: Readiness assessment, prioritized capability gaps and transaction workstream support.
Growth Readiness →Managed Services / RUN
Run the function.
Build what comes next.
When hiring alone is not a workable answer, RUN can cover a selected workstream—or an agreed broader finance and accounting function. We establish recurring delivery, professionalize the team and plan an orderly handoff when the business is ready.
Operate
Deliver the agreed close, controllership, reporting or planning work with senior oversight, clear service boundaries and management approvals.
Professionalize
Document procedures, strengthen review and control routines, clarify responsibilities and develop the team through knowledge transfer.
Transition
Define readiness criteria and transfer work to the internal team over time—or continue a managed model where it remains the right fit.
Your management team retains business decisions and approvals. U.S. senior leadership and global delivery capacity support the agreed scope; responsibilities, review cadence and escalation paths are explicit.
Illustrative engagement scenarios
What this can look like.
Examples of how the work could be scoped—not named client engagements or promised outcomes.
Audit pressure after growth
Starting point. A business has acquired new entities but its supporting schedules and reconciliations have not kept pace.
Our role. Organize audit requests, resolve technical issues and remediate close/control gaps while recurring reporting continues.
Controller succession gap
Starting point. An experienced controller departs before a replacement is ready.
Our role. Stabilize recurring delivery, capture procedures and train the team, with a defined transition plan.
Sponsor-backed professionalization
Starting point. A portfolio company needs more consistent reporting and visibility after close.
Our role. Establish close and management-reporting cadence, improve cash visibility and sequence the finance capability build.
A connected model
A company’s operating needs.
A sponsor’s value agenda.
Middle-market and private equity are overlapping contexts—not separate client categories. A portfolio company may need day-to-day finance delivery while its sponsor needs execution against the investment thesis. We connect the two.
Explore Private Equity & Sponsors →Explore industry priorities →
Start with the work at hand
Where is your finance function stretched?
Bring the reporting deadlines, audit findings, leadership gaps or workstreams that need coverage. We will help define a practical scope and delivery model.