We've supported portfolio companies across a range of industries, each with distinct operational characteristics and accounting considerations. Our experience allows us to move quickly—we understand the nuances before we walk in the door.
Field service businesses—HVAC, plumbing, electrical, pest control, landscaping, restoration—present unique finance challenges. Revenue recognition for service contracts, job costing accuracy, technician productivity metrics, and multi-location consolidation all require specialized attention.
We've worked with platforms executing aggressive roll-up strategies, helping integrate acquisitions while maintaining operational continuity. Our experience spans franchise and corporate-owned models, recurring revenue and project-based work, residential and commercial customer bases.
Service revenue recognition and deferred revenue
Job costing and WIP accounting
Multi-entity consolidation for roll-ups
Technician productivity and KPI development
Acquisition integration for bolt-on strategy
Software companies face complex revenue recognition requirements under ASC 606—particularly those with multiple performance obligations, usage-based pricing, or significant implementation services. Add stock-based compensation, capitalized software development costs, and rapid M&A activity, and the technical accounting burden grows quickly.
We help SaaS companies establish scalable finance operations that can support growth while maintaining GAAP compliance. Whether you're navigating your first institutional round or preparing for exit, we bring relevant experience.
ASC 606 revenue recognition implementation
Standalone selling price analysis
Stock-based compensation accounting
Software capitalization (ASC 350-40)
ARR/MRR reporting and metrics alignment
Manufacturing businesses require finance teams that understand inventory valuation, standard costing, variance analysis, and the operational metrics that drive performance. Many lower middle-market manufacturers have outgrown their legacy systems and processes but lack the resources to modernize.
We help manufacturing companies stabilize their finance function, implement appropriate cost accounting, and build reporting that connects financial results to operational drivers.
Inventory valuation and cost accounting
Standard cost development and variance analysis
Percentage-of-completion revenue recognition
ERP assessment and selection
Operational KPI development and reporting
Healthcare services businesses—physician practices, dental groups, behavioral health, urgent care, ambulatory surgery centers—operate in a heavily regulated environment with complex revenue cycle dynamics. Third-party reimbursement, contractual adjustments, and patient responsibility create unique accounting and operational challenges.
We understand healthcare finance, from revenue cycle management to provider compensation structures to regulatory compliance considerations.
Revenue cycle assessment and optimization
Net revenue recognition and contractual adjustments
Provider compensation modeling
Multi-site consolidation and reporting
Compliance-related accounting considerations
Consumer product companies—whether selling through retail, e-commerce, or direct-to-consumer channels—face margin pressure, inventory complexity, and promotional accounting challenges. Trade spend, channel economics, and demand forecasting all impact financial performance and reporting.
We help consumer products companies build finance functions that can manage complexity while providing the visibility needed to optimize the business.
Trade spend and promotional accounting
Inventory management and valuation
Channel profitability analysis
Demand planning and S&OP support
Retail and e-commerce revenue recognition
We understand how sponsors evaluate portfolio companies and what matters for value creation and exit preparation—regardless of industry.
From revenue recognition to business combinations, we bring Big Four-level technical accounting expertise to every engagement.
Beyond technical accounting, we understand how finance operations scale—systems, processes, and organizational design.
Our core capabilities apply across sectors. If you're navigating a finance challenge in a PE-backed environment, we can help.
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