With over 20 years of experience in strategic finance and operations we support organizations in their efforts to strengthen their finance function capabilities, by modernizing FP&A, enhancing business analysis capabilities, and providing advice on financial and business strategies. We use engineering methods to understand those goals and challenges and drive ourselves to develop the best, most effective solutions.

FP&A Transformation / business analysis / strategic transactions

Our Mission

We strive to become the most effective, trusted, impactful finance consulting partner to our clients. We accomplish that mission through an approach that involves a real understanding of our clients’ goals. We identify opportunities and develop realistic plans to execute and implement solutions. We believe our integrity is how we remain true to our clients through an undivided commitment to service.


The most important single central fact about a free market is that no exchange takes place unless both parties benefit.
— Milton Friedman, University of Chicago, Noble Prize in Economics

THE EXPERIENCE WE BRING

  • FP&A team development and capability build-outs for global, complex organizations

  • Long term integrated financial modeling

  • Executive financial reporting

  • Proprietary, transformational Finance Bridge Planning methodology to enhance Budget and Forecast planning cycles

  • Design and implementation of global sales reporting tools and analytics

  • Capital investments due diligence and analysis

  • ERP system and FP&A software implementation

  • Over $5 billion in financing structuring advice including commercial paper, private placements, high yield debt, convertible debt, and equity

  • Over $1billion in M&A transactions advice

  • Finance operations restructuring, planning and execution

  • Breath of geographic finance and business experience including U.S., Europe, Canada, Mexico, Central America, Colombia, Argentina, Brazil, Turkey, India, and China.