Capabilities
Outsource CFO Services
In practice, not all businesses can afford a full-time CFO, leaving essential gaps in the business functions; our services provide our clients with access to the same experience and value-add from a professional CFO
Who we serve:
Start-ups, SMEs, investment firms with a portfolio of private companies
Financial Management
- Construct operational model
- Develop budgeting & forecasting templates
- Track key drivers & metrics
Growth Optimization
- Share industry best practices
- Review & refine strategic and business plan
- Identify & develop growth initiatives
Capital Raising
- Develop pitchbook & financial model
- Advise on target capital structure & funding options
- Investor lead generation & process management
- Advise on terms negotiation
Strategic financial leadership without the full-time cost.
Outsource Analyst Services
We help our clients add operating leverage and execution capacity to their current investment or advisory team, without any compromise to the quality of work
Who we serve:
Investment firms, boutique sell-side firms, corporates and entrepreneurs
Deal Sourcing
- Industry overview & research
- Identification of potential M&A /investment targets
- Liaison with relevant intermediaries
Due Diligence
- Company / fund / asset profiling
- Deal due diligence Liaison with management & investors
- Preparation of investment memo
Modeling
- Comprehensive financial, valuation & transaction modeling
- Sensitivity analysis on key assumptions
UGAAP / IFRS Advisory
- Guidance & assistance on applicable accounting principles for U.S. listings
- Preparation of financial statements, footnotes (“F-pages”) and Management’s discussion & Analysis (“MD&A”)
Expand your capacity with expert analysis and execution.