Financial Management Consulting

When private equity funds need informed leadership and subject matter expertise to navigate the challenges of middle-market portfolio company transaction preparation, deal closure, and post-deal transition, CMF responds -- providing Answers with Impact.

Our daily work in the private equity deal environment means we work at your level, on your timeline, and understand the inherent complexities and risks in balancing the needs of the private equity fund, portfolio company executives, the seller and the lender.

Let CMF leverage its broad, deep background in finance/accounting and middle-market operations to make sound financial management judgments that move your portfolio growth agenda forward and bring tangible value.

Post-Transaction FORWARD Program – With CMF, good starts lead to good finishes. We streamline the portfolio company’s post-transaction transition to maximize the private equity fund’s ultimate return on investment. Learn more » 

Transitional CFO/Controllership Services – Our expert CFO and controller resources get you through transitions in these critical roles while maintaining visibility, fund and lender reporting and providing insight and a fresh perspective that creates value. Learn more » 

Financial Due Diligence Services – We utilize financial and operational talent to bring private equity funds superior visibility into a proposed portfolio acquisition, with timely, reasonably priced, clearly articulated reports. Learn more » 

Preparation for Sale Services – CMF brings a fresh perspective and an independent, informed view to private equity investors to ensure optimal return on portfolio holding divestitures. Learn more » 

AuditEase™ Services – We fill the gap caused by conflicting finance department priorities and post-SOX “auditor independence” and manage the increasingly complex job of driving an audit to completion and ultimately keeping your bank relations and growth plans on track. Learn more » 

Client Testimonial

"We enjoyed working with your team and wish that more private equity groups would take a similar proactive approach to their investments, particularly right after the transition of an investment from private ownership to a leveraged environment."

-- Dale J. Kobsar, Senior VP
Bank of the West, San Francisco