CMF Associates
Case Study Library

 
Experience "CMF at work" providing Answers with Impact to its private equity, middle market and small cap client companies.

Private Equity Portfolio Companies

  CEO Consiglieri: 

• Guiding a Retailer Back to Growth After a Bankruptcy

  Financial Deep Dive: 

• Visibility, Stabilized Environment for a High-Tech Portfolio Company 

  Interim CFO Support: 

• Financial Transition for a Carveout 

  Post-Transaction FORWARD Program:

• Bridging Financial Skill Set Gaps in a Carveout for a Fund
• Transitioning a Family Business to a PE-Backed Environment
• Transitioning the Finance Function to a Highly Levered Environment 

Middle-Market Businesses

  Cashflow Management: 

• Cash Position Clarity for a Start-Up Firm 
• Cash Analysis for a Global Enterprise

  Covenant Audit: 

• Preparing for a Bank Audit 

  Financial Reporting: 

• Automated Reports for a Spa Services Company 
• Automated Reports for an Insurance Company

  Fraud Research: 

• Facilitating Recovery, Tight Controls for a Manufacturer 

  Interim CFO Support: 

• A Manufacturer Moves Finance Operations 

  Organizational Transformation: 

• A Specialty Pharmaceutical Company Modernizes Finance for Growth 

Small Cap Public Companies

  Financial Reporting: 

• Automated Consolidation Reports for a Small Cap Healthcare Company 

  Interim CFO Support: 

• Debt Covenant Managment for a Small Cap Healthcare Company