Staging draft for internal review. Not for distribution. Highlighted text needs input.
Home  /  Portfolio Company
For the Portfolio Company

“Can my team deliver what our owner needs?”

We work for management, not around it.

Senior finance leadership and hands-on support for PE-backed companies, so the CFO and the team can meet the owner's expectations without waiting months to hire.

Bart Bruckert
Led by Bart BruckertFounding Partner · 10+ years as a PE-backed CFO
What's getting in the way

What we've seen from the inside

Stretched team

Demands outstrip capacity; hiring takes months

No single version of the truth

Everyone has different numbers

Value-creation plan hard to track

KPIs are scattered and board packs built by hand

Late surprises

Weak cash forecasts; exit prep left late

How we help

Six questions every Portfolio Company asks, and how we answer them

Senior leadership across every theme: from a fractional CFO, COO or controller to a full finance team, built around you.
01

Numbers you can trust

“Can I trust my numbers by day five?”

A faster, cleaner close built on reconciled accounts and well-run payables and receivables.

  • Month-end close
  • A/P and expense management
  • A/R and billing
02

One version of the truth

“Does everyone see the same numbers?”

One consolidated set of numbers for management, the board and the PE owner.

  • Financial reporting and multi-entity consolidation
  • Board and owner reporting
03

Plans that hold

“Is the value-creation plan on track?”

Budgets, forecasts and KPI dashboards tied to the investment thesis, so progress is visible every month.

  • FP&A
  • Business intelligence
  • KPI tracking against the plan
04

Cash and capital, covered

“Will we hit the covenant next quarter?”

A rolling 13-week cash view and covenant headroom, so there are no surprises for you or your lenders.

  • 13-week cash forecasting
  • Covenant reporting
  • Banking and insurance
05

Ready for scrutiny

“Will the audit go smoothly, and are we on top of tax?”

Audit-ready accounts and documented controls, with tax risk managed alongside your advisers.

  • Audit readiness and support
  • Controls and process documentation
  • Tax oversight with your advisers
06

Ready for the deal

“Are we ready if a buyer calls tomorrow?”

Diligence-ready numbers well before a sale, and a clean finance integration for every add-on.

  • Exit readiness and sell-side diligence
  • Add-on integration
Across every theme: systems and ERP implementation · tax delivered through trusted partners · technology and AI, built on finance fundamentals
Why it matters now

Portfolio Companies cannot hire their way out

A senior finance hire is a six-figure commitment, before the rest of the team is built, and talent often leaves after the deal.

$604K

average total cash for a US PE-backed CFO, up 5% on 2024

84%

of PE and VC-backed CFOs report a shortage of finance professionals

~3x

the rise in attrition seen at competitors, in the year after a PE acquisition

Sources: Heidrick & Struggles PE-backed CFO Compensation Survey 2025 (n=213 US CFOs); Vardis PE CFO Report 2025; Revelio Labs, PE Investments Bring Talent Divestment, February 2025.

Track record

We've sat in your seat

Inside the Portfolio Company
Bart Bruckert, Founding Partner
Joint venture
3 teams

Finance team, processes, systems and banking built from scratch for a joint venture of three pro sports franchises

Buyout
$40M+

Annualized EBITDA improvements, working with the sponsor after a $3.6B buyout

Month-end close
20 → 4 days

Close cut by 80%, with better accuracy

Lenders and liquidity
6+ months

Of liquidity pressure managed on 13-week cash flow, with new lender facilities

Sale
$7.2B

Led corporate finance through the sale of a sponsor-backed media company to a strategic buyer

Each engagement stands alone. If your PE owner works with us too, we already know what they will ask for, so reporting is set up in their format from day one and nothing is reworked at quarter-end.
How we engage

Start where it suits you, and scale as needs change

At any level, or any combination: PE Fund + PE Firm + Portfolio Company

Advisory

Targeted consulting on a specific issue or review

Project

Defined projects such as valuation, systems or controls documentation

Embedded support

Fractional senior or specialist roles inside your team

Managed services

We run functions such as reporting, FP&A and close

Full team build

We design it, hire it and run it until your team takes over

Light touchFull outsourced finance function
We work alongside your existing providers: your administrator, auditors, tax preparers and lenders.
Cover of The First 100 Days finance checklist
Free checklist

The First 100 Days: a finance checklist for PE-backed companies

What the PE owner will expect from finance after the deal closes, written by two former CFOs who have sat on both sides of the table.

  • 30+ actions across three phases, from funds flow to the 18-month roadmap
  • Cash, covenants and the first board pack: what has to come first
  • The red flags that tell a PE owner finance is falling behind

Four pages, PDF. We'll send it to your inbox and the occasional note on PE finance. Unsubscribe anytime.

Thanks! Download the checklist (PDF)
Draft site: the email isn't captured yet. This step needs the same form service as the contact form.

Your most pressing priority, in one working session

Talk it through with Bart Bruckert and see where we can help.

Let's have a discussion
Other levels

We work on both sides of the deal