Client Profile:
A private equity–backed SaaS and services company with $15M in funding, experiencing rapid growth and internal team transitions.
Challenge:
Following a series of promotions and team departures, the client’s finance department was understaffed during a critical period. With a heavy diligence workload, board-facing responsibilities, and limited internal bandwidth, the CFO needed immediate, high-caliber FP&A support to stay on track.
The Free Agent Solution:
We parachuted in two experienced FP&A practitioners on a 3–6 month engagement. Each brought deep Private Equity experience, advanced modeling skills, and a proven background in both sell-side preparation and diligence.
Key Contributions:
- Addressed a 100+ item diligence log with speed and precision
- Built and refined financial models used in board and investor discussions
- Partnered with investment bankers to draft detailed, high-stakes responses
- Participated in diligence calls and served as trusted finance liaisons across stakeholders
- Relieved pressure on the CFO and Director of Finance while maintaining momentum on critical initiatives
Outcome:
Within weeks, our practitioners restored stability and brought structure to a stretched finance function. Their ability to operate with minimal oversight allowed the company to maintain credibility with investors and meet key diligence milestones—while buying time to rebuild the internal team.
