$3B Private Equity Customer – A Merger of Equals in Need of a New Accounting and Finance Team

Amidst a significant financial milestone, a $3B “Merger of Equals” necessitated a robust Accounting and Finance Organization for an impending IPO.

Finance and Tax Workers in Conference Room

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Client Overview

A PE-held Manufacturing Company had recently been created by the merger of two well-known competitors and was establishing their Headquarters in Atlanta.

The Challenge

We partnered with the SVP of Finance and CAO to build their accounting and finance teams with the skills necessary to take the company public within 3 years.

End Results

We successfully built out their accounting and finance organization, from the VP-level down, including: FP&A, strategic finance, treasury, sales finance, operations finance, corporate accounting, SEC Reporting and Shared Services in both Atlanta and Chicago. With these hires, they turned the team around and built a top-notch organization ready to navigate the IPO process and go public.

Exploring our impact: success stories and transformations

$250m Middle Market Private Equity Client – A Spin-Off and a Blank Slate

Following a PE-firm acquisition, a $250MM “carve out” from a larger corporation found itself in need of a comprehensive leadership team.

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Fortune 500 Company – Answering the Call when Another Firm couldn’t get the Job Done

In a challenging search for a Divisional CFO position for a Fortune 500 company, our expertise was sought after a national retained firm failed to ...

Fortune 1000 Company – A People, Process and Systems Transformation

A Fortune 1000 client sought to revolutionize their approach by enhancing talent, modernizing systems, and updating processes to support an ambitio ...