Sector Practice — Financial Services

Your CFO office, built for growth.

You run a financial services firm, fintech, or founder-led business facing complexity at scale. Get financial strategy, CFO advisory, and back-office transformation at the calibre large advisory firms deliver, without the six-month timelines or the junior-staff carousel.

Illustrative finance review of diligence, reconciliation, and working-capital documents
Coverage
CFO advisory · M&A · Back-office
Deal range
$5M – $100M
Regions
North America · UAE
Systems
ERP + financial operations

What your finance team gets.

CFO advisory & fractional finance leadership
Get senior financial leadership without a full-time hire: fractional CFO services, financial planning and analysis, and board-ready reporting. We work 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. You see what matters before the deal closes.
Working capital & cash flow optimisation
AR acceleration, AP strategy, inventory financing analysis, and cash conversion cycle improvement. Unlock the working capital already inside your business.
Financial systems & ERP
Your finance operating model comes first. We assess it, 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. You get institutional-quality back-office functions without the fixed cost of building them in-house.
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

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