Private Equity Consulting

CMF’s financial and operational management consulting services bring private equity funds informed leadership that makes a critical difference in achieving the desired business outcome for your portfolio company. We specialize in managing the complexities of the middle-market private equity transaction environment.

We have built our services to deliver significant value to private equity investors:

• We apply cross-functional expertise – finance/accounting proficiency and middle-market operational perspective – to quickly assess complex situations and effect meaningful change.
• We provide visibility into portfolio company operations that limits surprises.
• We offer executive-level counsel with the experience to help you make sound judgments that create a foundation for future growth.

Financial Management Consulting Services

After the transactional dust settles, private equity funds often realize a new portfolio company lacks the financial leadership to move forward in a highly leveraged environment. CMF’s private equity financial management consulting services are designed to close this resource gap, quickly delivering the right financial talent to manage the transition and restore the focus on growth.

Our financial management consulting services provide private equity funds with value-enhancing leadership before, during, and after a portfolio company transaction, including preparation for a sale or acquisition, comprehensive accounting and audit project management, financial due diligence, and interim/temporary CFO/controller solutions.

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Operational Management Consulting Services

As private equity firms delve deeper into the workings of a new portfolio company, they often discover hidden operational roadblocks to their desired growth plan – such as unclear roles and responsibilities, inefficient and ineffective business processes, inadequate metric reporting, and weak information system infrastructure. Without immediate action, these and other operational deficiencies can quickly erode an investment’s potential.

CMF’s operational management services are led by seasoned veterans to bring private equity investors and portfolio company executives grounded middle-market strategic counsel, as well as insightful, ROI-based tactical advice, and accountability-driven, proven project leadership.