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A founder-led facilities management company had historically operated without formal financial infrastructure or routine monthly reporting. After being acquired by a private equity firm, the business faced an urgent need to professionalize its finance function, enable transparency and implement operational discipline across the organization.
Without existing board or lender reporting, and no budgeting processes in place, the management team required immediate support to align with the expectations of institutional ownership. The stakes were high: new leadership, outside investors and third-party stakeholders needed timely, accurate insights into the company’s performance to guide strategic decision-making.
We were engaged at the time of closing to lead the transformation of the finance function and serve as the project management team for key operational improvements. Partnering closely with the private equity sponsor and executive team, we served as both architect and operator of the new finance function—delivering a structured and scalable foundation for growth.
Our team designed and implemented reporting packages tailored to the needs of the board, lender partners and internal leadership. We also led the development of a bottoms-up fiscal year budget, providing the business with its first forward-looking financial plan.
To ensure continuity and alignment, we stepped in as interim finance leader, directly engaging with the private equity sponsor, extended leadership team and external service providers. At the same time, we helped define requirements for a future ERP system, identifying broader improvement opportunities that would support scalability and data visibility.
With our support, the company transitioned from an informal, founder-led structure to a professionally managed finance operation that met private equity expectations. Timely financial reporting, a structured budget and clearly defined systems roadmaps now enable transparency, accountability and better decision-making.
The business remains a portfolio company of its sponsor, positioned for long-term value creation with a stronger operational and financial backbone. Our role laid the groundwork for sustainable growth while empowering leadership with the tools and processes to execute with confidence.