Engagements
What the work actually looks like.
Four illustrative composite scenarios: scoped, bounded engagements with defined outcomes, not open-ended retainers.
Illustrative scenario
The Portfolio Roll-Up
Situation
A PE-backed industrial services platform has completed 12 acquisitions over four years. Each brings its own reporting, documentation, and informal governance. The sponsor flags inconsistent board reporting and no unified control framework across subsidiaries.
Engagement Path
Designed outcome
Designed to deliver a unified governance framework, standardized committee charters, and a portfolio-level reporting cadence: an accountability system built to absorb subsequent add-on acquisitions without another buildout.
Illustrative scenario
The Audit Notice
Situation
A mid-market manufacturer is claiming $2.8M in annual R&D credits when an IRS examination notice arrives. Documentation is retroactive, project-level tracking is absent, and no Four-Part Test documentation exists.
Engagement Path
Designed outcome
Designed to identify critical substantiation gaps, build a contemporaneous documentation architecture, and prepare an examination response package that supports full credit substantiation.
Illustrative scenario
The New COO's First 90 Days
Situation
A PE portfolio company promotes a VP to COO. The new COO inherits no PMO, no governance structure, and a reporting cadence built around informal weekly check-ins with the CEO. The sponsor wants a structured operating rhythm within 90 days.
Engagement Path
Designed outcome
Designed to deliver a PMO structure, a weekly execution cadence, and a reporting framework, structured to transition full ownership to the new COO by day 90.
Illustrative scenario
The Diligence Gap
Situation
A lower-middle-market sponsor is in exclusivity on a $180M platform acquisition. Operational diligence reveals no formal governance, scattered process documentation, and a control environment built on institutional knowledge.
Engagement Path
Designed outcome
Designed to produce a governance structure assessment, a control environment maturity score, and an integration risk matrix, with a prioritized 100-day governance installation roadmap structured to serve as a condition of close.
Every engagement begins with a diagnostic. Every engagement is fixed-scope, fixed-fee. Every engagement ends with an installed system.
Engagement archetypes described above are illustrative composite scenarios informed by the principals' prior professional experience, not individual client engagements or client results. Figures are hypothetical. No client names or identifying details are referenced.