PE-Backed Operators
Operating partners who report
the way you underwrite.
When a sponsor buys an operations-heavy business, the thesis lives on the plant floor and the route, not the deck. We embed as the operating CFO, stand up the reporting you underwrote against, and run the 100-day plan that proves the thesis out.
The operating reality
The deal model assumed margins
the business has never measured.
Most lower-middle-market platforms close with an accurate-ish bookkeeper and the real data trapped in dispatch, ERP, and scale software. The thesis assumed contribution margin by product, route, and customer that the company has never actually seen.
We embed as the operating CFO and build the EBITDA bridge in the first few weeks, then instrument the three levers that usually move the thesis: price realization, contribution margin by cut, and revenue and billing leakage. You get reporting your deal team and lenders trust, and a management team that can run it.
We know what a sponsor needs to see, how fast they need to see it, and how to get a portfolio company there without adding a full-time CFO to the cost base.
Weeks 1-4
EBITDA bridge and the reporting your deal team underwrote against
100-day
Operating plan tied to the value-creation thesis
Board-ready
Lender and sponsor reporting on an institutional cadence
Senior-led
The operator you meet does the work, no junior handoff
What we deliver
The operating CFO seat, filled fast.
- Week 1-4 EBITDA bridge and price-volume-mix analysis
- Institutional-grade board and lender reporting packages
- 13-week cash flow forecasting and covenant management
- 100-day operating plan tied to the value-creation thesis
- Contribution margin by product, route, and customer
- Standardized KPI definitions across a multi-site platform
- Post-acquisition and add-on integration
- Exit readiness for the next hold-period sale
Free 2-minute assessment
Would your business survive a buyer's diligence?
Ten questions show where EBITDA and value are leaking, and how deal-ready your numbers really are. Your answers stay private.
Questions
Frequently asked.
How fast can you get us reporting we can take to the LP?
We build the EBITDA bridge and a board-ready package in the first few weeks, not the first few quarters. The first cycle is usually rough because the data is trapped in operational systems. We connect it to the P&L so the second cycle is clean and repeatable.
We already have a controller. What do you add?
A controller keeps the books accurate and closed. We are the operating CFO who connects the operational data to the P&L, builds the forecast, runs the 100-day plan, and translates the numbers into decisions for the board and lenders. We sit above the controller, not in place of them.
Can you standardize metrics across a multi-site platform?
Yes. Roll-ups usually inherit a different chart of accounts and a different definition of margin at every site. We standardize the KPI definitions and reporting so the platform reports on one set of numbers and add-ons fold in cleanly.
Do you run the operational side of add-on integration?
Yes. We handle the finance and operations integration of add-ons, including chart of accounts, reporting, working capital, and the KPI rollup, so the platform sees the combined picture quickly and the synergies actually show up in the numbers.
Ready to talk?
No retainer lock-ins. No junior consultants. Just senior-level work.