Engagements
What the work actually looks like.
Four anonymized composite scenarios — scoped, bounded engagements with defined outcomes, not open-ended retainers.
The Portfolio Roll-Up
Situation
A PE-backed industrial services platform completed 12 acquisitions over four years. Each brought its own reporting, documentation, and informal governance. The sponsor flagged inconsistent board reporting and no unified control framework across subsidiaries.
Engagement Path
Outcome
A unified governance framework, standardized committee charters, and a portfolio-level reporting cadence — an accountability system that survived two subsequent add-on acquisitions without another buildout.
The Audit Notice
Situation
A mid-market manufacturer was claiming $2.8M in annual R&D credits when an IRS examination notice arrived. Documentation was retroactive, project-level tracking was absent, and no Four-Part Test documentation existed.
Engagement Path
Outcome
Six critical substantiation gaps identified, a contemporaneous documentation architecture built, and an examination response package prepared. The full credit amount was retained.
The New COO's First 90 Days
Situation
A PE portfolio company promoted a VP to COO. The new COO inherited no PMO, no governance structure, and a reporting cadence built around informal weekly check-ins with the CEO. The sponsor wanted a structured operating rhythm within 90 days.
Engagement Path
Outcome
A PMO structure designed, a weekly execution cadence built, and a reporting framework installed — with full ownership transitioned to the new COO by day 90.
The Diligence Gap
Situation
A lower-middle-market sponsor was in exclusivity on a $180M platform acquisition. Operational diligence revealed no formal governance, scattered process documentation, and a control environment built on institutional knowledge.
Engagement Path
Outcome
A governance structure assessment, a control environment maturity score, and an integration risk matrix — with a prioritized 100-day governance installation roadmap that became a condition of close.
Every engagement began with a diagnostic. Every engagement was fixed-scope, fixed-fee. Every engagement ended with an installed system.
Engagement archetypes described above are anonymized composite scenarios informed by the firm's combined track record — not individual client engagements. No client names or identifying details are referenced.