Some of Our Clients

Partnering with four of their SaaS fund portfolio companies in practice management, fleet telematics, life sciences compliance management and retail performance management we have placed the following positions:

• Controller

• Senior Accountant

• Human Resources Manager

• VP of Product (portco sale realized with equity payout)

• Sales Staff

• Chief Financial Officer

• Temporary Senior Accountant

• VP of Financial Planning & Analysis

• VP Accounting & Finance​

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• Interim Controller - giving the portco time to find a new CFO for flagship food packaging business.

• Accounting Manager - Canadian divisional Accounting Manager for $1 Billion distribution business

We placed three interim Controllers and a number of other treasury, tax and accounting consultants who were instrumental in:

• Resolving multiple purchase accounting issues and restated closing and first-year financials

• Implementation of centralized finance policies and procedures

• Establishment of an Audit Committee process, rebidding and replacement of auditors

• Implementing the COSO framework for possible IPO and conducted comprehensive controls audits within the first six months.

• Consolidating banking relationships

• Introducing a consolidation system, integrated forecasting capabilities, and implemented a three-year strategic planning process for the business

• Resulted in divisional sales years prior to original timeline at a multiple of initially forecast sale price