Expert finance function advisory for lower middle-market portfolio companies—from Day One readiness to exit preparation.
On acquisition date, most companies in the lower middle market have never been sponsor-backed. They struggle with the transition—lean finance teams, undocumented processes, and systems that weren't built to scale. It's critical to stabilize and optimize Finance from Day One.
We assess and stabilize finance operations across people, process, and technology—ensuring your portfolio company can close the books accurately, report on time, and support decision-making from Day One.
From purchase accounting to revenue recognition, we demystify complex GAAP matters, document defensible positions, and operationalize them in your systems of record.
We run the IMO for platform acquisitions, bolt-ons, and carve-outs—managing cross-functional workstreams with deep expertise in Finance integration.
When you need experienced finance leadership fast—interim CFOs, controllers, or specialized capacity—we provide flexible, senior-level support.
Operating partners and deal teams seeking to protect the investment thesis and accelerate value creation post-close.
Finance leaders navigating their first sponsor-backed environment who need experienced support and capacity.
Executives preparing for acquisition, integration, or exit who need finance function readiness.
Built exclusively for private equity. We understand sponsor economics, reporting cadences, and exit timelines.
Every engagement led by experienced professionals with Big Four and PE-backed company backgrounds.
We don't just advise—we operationalize. Positions documented, systems configured, teams enabled.
Deep subject matter expertise in Finance with constructive challenge across HR, IT, and Operations.
Trusted by Leading PE Sponsors
Let's discuss how Kadmus can support your portfolio company's finance transformation.
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