Success Story: Navigating a Finance Carve-Out

In a recent engagement, we helped a PE-backed company transition from a corporate-owned finance model to a standalone entity.

Key Challenges:

• No established finance operating model post-acquisition.

• ERP and reporting systems were fragmented, leading to financial inefficiencies.

• Treasury, controls, and month-end close processes needed urgent structuring.

Our Solution:

• Designed a scalable Target Operating Model (TOM) that balanced investor requirements with operational flexibility.

• Led systems integration to ensure financial reporting was seamless.

• Established treasury, compliance, and financial controls, ensuring business continuity during transition.

The Impact:

• Finance function stabilised within six months, with full independence.

• Improved reporting and controls aligned with investor expectations.

• Positioned the business for scalable growth and future funding rounds.