Sector Practice — Financial Services

The CFO office, built for growth.

Financial strategy, CFO advisory, and back-office transformation for financial services firms, fintech operators, and founder-led businesses navigating complexity at scale. The calibre of strategic finance large advisory firms deliver — without the six-month timelines or the junior-staff carousel.

Low-angle view of a modern financial-district glass tower
Coverage
CFO advisory · M&A · Back-office
Deal range
$5M – $100M
Regions
North America · UAE
Systems
ERP + financial operations

What we do.

CFO advisory & fractional finance leadership
Fractional CFO services, financial planning and analysis, and board-ready reporting for businesses that need senior financial leadership without a full-time hire. We operate as part of your team, not as an external auditor.
M&A diligence & transaction support
Financial due diligence, quality of earnings analysis, and deal structuring support for buyers and sellers in the $5M–$100M range. We find what matters — before the deal closes.
Working capital & cash flow optimisation
AR acceleration, AP strategy, inventory financing analysis, and cash conversion cycle improvement. We unlock working capital already inside the business.
Financial systems & ERP
We assess the finance operating model, select the right ERP, and implement multi-entity consolidation, multi-currency, tax reporting, bank reconciliation, and decision-ready reporting.
Back-office as a service
Outsourced accounting, payroll, AP/AR management, and financial compliance — institutional-quality back-office functions without the fixed cost of building them internally.
Regulatory & compliance finance
VAT compliance, UAE Corporate Tax advisory, DCAA-compliant cost accounting, and government contract financial management. Compliance infrastructure that holds up under scrutiny.

Measured impact

$9.4M

Acquisition closed post-OPS diligence advisory

34%

Avg. IRR on redirected working capital

0

DCAA findings for government finance clients

100%

Senior-led engagements

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