The Financial Partner to Private Capital.
We execute and realize your value creation plan.
Execute. Measure. Realize.
We are outcome-driven. This is about getting to the finish line, getting the project finished, and measuring your KPIs. We are the partner that gets what matters to you actually done, because we are subject matter experts, and because we have the global reach, the capabilities, and the tools to do it efficiently and effectively.
We support sponsors and management teams across the full investment lifecycle.
One firm. Every phase. No handoffs.
Diligence
QoE, accounting reviews, tax structuring
100-Day
Finance function setup, interim CFO, systems
Value Creation
EBITDA enhancement, FP&A, transformation
Add-Ons
Carve-outs, integrations, purchase accounting
Exit Readiness
IPO and audit prep, sell-side QoE, CIM support
Trusted by leading private capital sponsors.
Spanning the largest AUM to the middle market.
Partner to the full Private Capital ecosystem.
From the GP back office to the portfolio company management team, one firm across the platform.
Sponsor Deal Teams
Buy-side and sell-side quality of earnings, financial and operational diligence, EBITDA normalization, working capital analysis, and carve-out support.
Portfolio Monitoring
Cross-portfolio finance benchmarking, standardized KPI reporting, and analytics that give the deal team a consistent view across every holding.
GP Back Office
Fund administration, management company accounting, and investor reporting, with close optimization and finance automation across the firm.
Value Creation Office
A dedicated team translating the value creation plan into tracked initiatives, with program governance from investment thesis to realized P&L.
Finance Function Setup
Interim CFO and controller leadership, close and consolidation, and the systems and team to run finance with confidence from day one after close.
FP&A and Stakeholder Reporting
Budgeting and forecasting, board and lender reporting packages, 13-week cash flow, and the KPI dashboards your investors expect.
Value Creation Execution
Turning the sponsor plan into operational workstreams, with margin and pricing initiatives, working capital optimization, and measurable EBITDA impact.
Technology and Exit Readiness
ERP selection and implementation, finance automation, technical and purchase accounting, and audit preparation well ahead of the next transaction.
One firm. Every capability a PE-backed CFO needs.
A connected suite across the full lifecycle, from the value creation plan to the exit.
Strategy Execution & Value Realization
Translating the value creation plan into tracked initiatives and measurable P&L impact.
Explore →Financial Transformation & Technology
ERP, automation, FP&A, and the systems backbone a scaling portfolio company needs.
Explore →Transactions & Catalyst Events
Diligence, carve-outs, capital markets, and the moments that define the investment.
Explore →Accounting, Reporting & Compliance
Technical accounting, tax, risk, ESG, and audit readiness held to the highest bar.
Explore →Insights for Private Capital.
2026 CFO Outlook
The priorities, pressures, and decisions shaping the office of the CFO this year, drawn from operating finance leaders across the CFGI client base.
From AI Ambition to Delivered Execution
Why finance organizations stall between AI strategy and operating impact, and what it takes to move from pilots to results that show up in the numbers.
Modeling for Cash Flow Planning and Liquidity Management
A practical lens on building the cash flow and liquidity models that hold up when conditions tighten, for finance teams that cannot afford a surprise.
Let's achieve value together.
Finance Function Assessment
Rapid diagnostic of your finance function. Benchmark against PE-backed peers and identify your top leverage points.
Value Creation Execution Review
Is your portco infrastructure ready to execute the VCP? We identify the gaps before they cost EBITDA.
Exit Readiness Workshop
Position your EBITDA, clean up add-backs, and build a data room that gives buyers confidence.
