Proven Impact on Enterprise Value
We measure our success by the success of our clients. Here are a few examples of how we've partnered with PE firms and their portfolio companies to drive tangible, lasting value.
- Sponsor
- Comvest Private Equity
- Portfolio Company
- Systems Control
- Sector
- Industrial Services & Controls
- Revenue
- ~$200M Platform
- ERP
- Infor SyteLine
Situation
Post-acquisition platform required standardized cost accounting and financial reporting to support the sponsor's value creation plan and prepare for a potential exit.
Root Cause
SyteLine ERP configuration errors misclassified Freight, Materials, and Labor within COGS. ASC 606 percentage-of-completion (POC) revenue recognition transition was incomplete.
QFi Squad Deployed
Senior CPA Lead + Data Architect + Program Manager
Quantified Return
$1.1B exit to Hubbell Inc. at 5.0x MOIC. Cost Excellence plan implemented. Month-end close compressed to 5-8 business days.
- Sponsor
- Bain Capital
- Portfolio Company
- Big Tex Trailers
- Sector
- Manufacturing (Trailers & Heavy Equipment)
- Revenue
- $2B Annual Revenue
- ERP
- Multi-System Legacy
Situation
The entire finance department transitioned out during the Bain Capital acquisition, leaving a critical leadership void at a $2B revenue manufacturer with 3 pending add-on acquisitions.
Root Cause
Complete finance team departure during close. Three newly acquired entities needed immediate GL consolidation. Debt covenant reporting had zero margin for reporting gaps.
QFi Squad Deployed
Interim CFO + Controller + Consolidation Analyst
Quantified Return
Zero reporting downtime throughout transition. 3 acquisitions integrated on schedule. 24-hour initial deployment.
- Sponsor
- New Mountain Capital
- Portfolio Company
- Benevis
- Sector
- Healthcare (Dental Services Organization)
- Revenue
- 120+ Clinic Locations
- ERP
- DentaPro + Legacy Billing
Situation
A 120+ clinic DSO faced a severe cash crisis during COVID-19 lockdowns while simultaneously needing to restructure its high-margin orthodontics practice revenue model.
Root Cause
Operations halted while fixed overhead persisted. DentaPro ortho revenue required ASC 606 redesign. No site-level P&L visibility existed across the platform.
QFi Squad Deployed
Embedded Finance Lead + Revenue Recognition Specialist + 2 Accounting Staff
Quantified Return
+150 bps EBITDA expansion post-reopening. Clinic-level P&L reporting implemented. Maintained debt compliance throughout crisis.
- Sponsor
- Exit Preparation
- Portfolio Company
- Prekindle
- Sector
- SaaS / Event Ticketing
- Revenue
- $2M ARR / Growth-Stage
- ERP
- QuickBooks + Custom
Situation
An event ticketing platform processing millions in annual transaction volume wanted to prepare for a strategic sale, but messy accounting records were causing potential acquirers to walk away.
Root Cause
Complex money movement separating platform fee revenue from ticketing float. Unreliable financial statements. Partner buyout needed to clean the cap table before sale.
QFi Squad Deployed
CPA + Transaction Advisory Specialist
Quantified Return
$10M strategic exit unlocked. Zero adjustments requested during buyer due diligence. 48 months of transaction records reconciled.