Turning value leakage into value creation
Senior, embedded leadership across the situations where finance must move fast — from stabilising the numbers to preparing a business for a successful exit.
Core areas of expertise
Typical customers
Private Equity Funds
Sponsors requiring interim or embedded CFO "firepower" to drive their value-creation plan.
Portfolio Companies
Businesses facing complex change, performance pressure, or significant transaction events.
Boards
Boards seeking credibility, pace and execution certainty at moments that matter.
A clear 4-pillar value creation framework
Turning value leakage into value creation — a structured approach that builds trust in the numbers, frees up cash, scales the finance function, and delivers at every transaction.
Financial Control & Credibility
Creating trust in the numbers, fast.
- Stabilise month-end close and reporting
- Strengthen P&L, cash and balance-sheet visibility
- Fix broken processes, controls and governance
- Board and lender-ready reporting
Cash, Liquidity & Performance
Turning value leakage into value creation.
- KPI-driven performance management
- Enabling revenue growth
- Cost transparency and margin improvement
- 13-week cash forecasting and liquidity management
- Working-capital optimisation
Scalable Finance for Growth
Building finance that keeps pace with ambition.
- Finance operating model redesign
- Systems selection, upgrade or integration
- Buy-and-build integration playbooks
- Preparing finance for scale, not just today's business
Transactions, Transitions & Exit Readiness
Calm, controlled delivery at critical moments.
- Carve-outs and separation readiness
- Acquisition integration or roll-up execution
- Equity stories and exit preparation
- Data rooms, diligence and management presentations
The situations we are built for
We have resolved such challenges through 20+ integrations.
We don't trust the numbers — and neither does the board.
We're mid-carve-out or integration and finance is overwhelmed.
The business has outgrown the finance team.
We need an experienced CFO presence now, not in six months.
Cash is tight and visibility is poor.
Exit is approaching and reporting is not investor-grade.
Recent PE results
Clinigen
- Led the accounting, FP&A and tax/treasury functions (90 staff) throughout a business transformation, supporting a buy & build M&A 3× exit strategy
- Delivered 18% EBITDA growth in the Services BU in FY24
- Completed a TLB $0.7bn complex leverage-loan refinancing, saving $3.5m in interest with 40 banks
- Led the entire Finance Tech Operations transformation
- AP Automation: 70% time reduction
- Oracle Projects + Time & Billing implementation
QA
- Led the finance & IT functions (210 staff) throughout a complex management change and value-creation plan reset to uplift EBITDA by 65% with E&Y
- Implemented a £20m improvement plan with various cost and sales initiatives, including AI
- Supported a $0.4bn leverage-loan refinancing with six lenders
Multi-GAAP
A typical roadmap
Diagnose & Stabilise
- Rapid assessment of finance, controls, cash and data quality
- Immediate fixes to reporting and cash visibility
- Clear prioritisation agreed with CEO and sponsor
Improve & Professionalise
- Embed robust forecasting, KPIs and performance rhythm
- Strengthen the finance team and leadership
- Begin structural improvements across process, systems and governance
Scale, Transact or Prepare for Exit
- Support growth, acquisitions or carve-out execution
- Strengthen board-level narratives and data
- Prepare the business for refinancing or exit
Why private equity funds choose to work with us
- Battle-tested CFO experience in PE-backed environments
- Proven delivery in high-pressure, time-critical situations
- Hands-on execution — not just advice or frameworks
- Trusted partner to sponsors, boards and management teams
- Focused on outcomes, pace and value creation
How we typically engage
- Interim Group / Portfolio CFO
- Deal-specific transformation or carve-out support
- Value-creation programmes embedded with management teams
- Exit readiness and transaction support
- Flexible, aligned to fund objectives and designed to deliver impact quickly
Need an experienced CFO presence — now?
We take on limited projects only, to ensure full focus and outstanding results.