Whether you're stabilizing finance post-close, navigating complex accounting, or running an integration, we don't just advise—we operationalize. Positions documented, systems configured, teams enabled.
Close Accurately. Report on Time. Support Decisions.
Most lower middle-market companies have never been sponsor-backed before acquisition. Finance teams are lean, processes undocumented, systems poorly integrated. Without stabilization: delayed closes, unreliable reporting, and decisions made without reliable data.
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 the business from Day One.
Revenue recognition, billing, collections, cash application
Purchasing, vendor management, AP processing, expense management
Month-end close, reconciliations, consolidation, financial reporting
Budgeting, forecasting, management reporting, KPI development
Every FFS engagement includes a targeted review to identify critical deficiencies—process gaps, control weaknesses, key-person dependencies, and system limitations—that could compromise the investment thesis if left unaddressed.
Defensible Positions. Audit-Ready. Operationally Sustainable.
GAAP compliance doesn't drive value creation—but poorly documented accounting positions create risk at exit. We help companies establish defensible positions, document them clearly, and operationalize them in your systems so Finance can move forward with confidence.
We don't just write memos. Positions are reflected in your chart of accounts, configured in your ERP, and understood by your team—audit-ready and operationally sustainable.
Opening balance sheet, purchase price allocation support, acquisition-date fair value, technical memos for auditor review
Contract analysis, performance obligation identification, SSP determination, variable consideration, system configuration
Lease inventory, classification, measurement, disclosure, ongoing accounting
Grant date fair value, expense recognition, modification accounting
Primary beneficiary analysis, consolidation mechanics
Instrument analysis, embedded features, bifurcation
Hedge documentation, effectiveness testing, designation
Emergence accounting for restructured entities
Cash-to-accrual, IFRS-to-GAAP, statutory-to-GAAP
We don't just write memos. We ensure conclusions are reflected in your chart of accounts, configured in your ERP, and understood by your team. Positions are audit-ready and operationally sustainable.
Preserve Value. Capture Synergies.
The first 100 days after close determine whether an acquisition creates or destroys value. Without cross-functional coordination and deep finance expertise, synergies go uncaptured and risks go unmanaged.
We run the Integration Management Office for platform acquisitions, bolt-ons, carve-outs, and true mergers. Kadmus provides the structure and oversight to ensure the investment thesis is protected while synergies are captured.
Critical path activities, legal entity setup, bank accounts, payroll continuity, IT access, communications
Detailed workstream plans, milestone tracking, executive reporting, issue escalation
Future-state design for people, process, and technology across all functions
Identification, validation, and reporting of cost and revenue synergies
Coordination across Finance, HR, IT, Sales Ops, Legal, and Operations
Absorption — Target fully integrated into acquirer's operating model
Symbiosis — Best practices adopted across both organizations
Preservation — Target operates semi-autonomously with financial integration
Holding — Minimal integration, emphasis on quick-win synergies
Opening balance sheet and purchase accounting, closing statements and net working capital, month-end close documentation, management reporting package development, 13-week cash forecast, ERP assessment, chart of accounts alignment, bank account setup and legacy delink.
Flexible. Senior. Immediate.
Need experienced finance leadership now? Recruiting takes months. Surge Finance provides interim CFOs, controllers, and specialized capacity that can step in and contribute immediately—no learning curve on sponsor expectations.
We deploy experienced professionals who can step into your environment and contribute from day one. Flexible engagement models, senior-level expertise, clean handoff when the work is done.
Executive leadership during transition, transaction, or vacancy
Month-end close management, audit preparation, process stabilization
Discrete initiatives with defined scope and timeline
Additional capacity during peak periods or special projects
CFO departure with no succession plan
Controller struggling with first institutional close
Audit preparation overwhelming internal team
M&A activity requiring dedicated finance resources
System implementation needing finance SME involvement
Maternity/paternity leave coverage for key personnel
Senior professionals with Big Four and industry backgrounds. No learning curve on sponsor expectations. Immediate contribution. Clean handoff when the engagement ends.
Every portfolio company is different. Let's discuss your specific challenges.
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