The Trusted Advisor to Finance
Executing on client's most critical initiatives, when it matters most. Relentless Client Service Powered By Technology and AI Uncompromising Quality Agile teams deployed at Deal Speed Driven by customer outcomes and value Global reach with local talent
An integrated set of services that drive value in your most important initiatives
Strategy Execution & Realisation
- Value Creation Execution Office
- Initiative program management
- Financial Value Reconciliation
- VCP Governance & Change Management
- VCP Tracking & Value Reconciliation Bridge (Monthly Value Realization Quantification)
- EBITDA Bridge Modeling & KPI Tracking
- Board & Sponsor Reporting
Financial Transformation & Technology
- Finance Function Benchmarking & Optimization
- FP&A & Management Reporting Design
- Business Dashboarding & Data Analytics
- ERP / EPM Systems Implementation & Optimization
- Close Optimization & Finance Automation
- Post-Merger Integration
Transactions & Catalyst Events
- IPO Readiness
- Carve-outs, Spin offs & Integrations
- M&A – under the Transaction Advisory Services / Quality of Earnings
- Quality of Earnings (Buy & Sell-Side)
- EBITDA Normalization & Add-Back Analysis
- Working Capital Peg & NWC Adjustment
- Sell-Side Readiness & Data Room
- Exit Scenario Modeling & Valuation
- Financial & Tax Due Diligence
- Purchase Accounting & 1st 100 Days
Accounting, Reporting & Compliance
- Technical Accounting & Audit Readiness / Restatements & Accounting Policy
- Tax Provisions & Compliance
- Risk Advisory / SOX Readiness & Ongoing Compliance
- Treasury & Risk Management
- Cybersecurity & vCISO
- Sustainability & ESG
Interim & Managed Services (AI Native):
- Interim CFO / CAO / Controller / VP Finance
- Interim CIO / CISO / Cybersecurity
- On-demand PE-specialist deployment
- Embedded alongside your team (Scales up or down based on need)
- Powered by PRISM – CFGI's AI-Native Finance Platform
- AI-driven close & reconciliation automation
- Automated board & sponsor reporting
- Full finance function managed service
- Ongoing managed compliance & reporting
- Portfolio intelligence & KPI benchmarking
- Industry KPI libraries deployed at close
The Financial Partner
to Private Capital
Supporting leading sponsors and their portfolio companies through the full investment lifecycle.
See how we support your value creation execution
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