Case Studies

CFO Technology

Challenge: A technology company entering its next stage of growth needed a more robust finance function. Limited financial infrastructure, fragmented reporting, and underdeveloped forecasting constrained visibility and the company’s ability to plan effectively.
What we did: We embedded a finance team to enhance the finance function from the ground up: established a robust budgeting and forecasting framework, structured FP&A and KPI reporting, and proper processes and controls.
Outcome: Leadership gained a single source of financial truth, enabling strategic decisions to be made with a clear understanding of their financial implications. This provided a stronger foundation for business planning and execution.

CRM Financial Services

Challenge: A financial services firm was winning new relationships but capturing only a fraction of the available wallet share, without a structured view of the broader opportunity across its client pipeline.
What we did: We conducted a comprehensive position audit, refined targets and client segmentation, quantified wallet opportunity, and built a sustainable sales and CRM framework supported by clear action plans and performance monitoring.
Outcome: The firm transformed its ad hoc CRM approach into a structured revenue and client service engine, creating greater pipeline visibility, sharper commercial priorities, and a clear pathway to increase share of wallet across priority clients.

Transaction Support Manufacturing

Challenge: A major shareholder was seeking support in evaluating a follow-on investment in a manufacturing company.
What we did: We delivered an investment risk assessment and recommended an enhanced investment structure: conducted a deep-dive analysis of historic and forecast financials (with a focus on working capital), engaged with the management team to understand business dynamics, supported valuation and capital structure analysis, advised through the diligence process, and redrafted key investment terms.
Outcome: The company completed a successful fundraise, and we delivered additional downside protection for the major shareholder.

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