Institutional Finance Infrastructure for Private Equity Platforms.
We deploy embedded squads of CPAs, data engineers, and program managers to stabilize financial operations, automate reporting, and secure EBITDA expansion within 30 days of close.
$2.0B+ Transaction Value Secured • 5.0x Peak Sponsor MOIC • +150 bps EBITDA Expansion
Institutional Track Record & Sponsor Partnerships
Is Your Finance Function Creating Friction or Fueling Growth?
Opaque Profitability & Unit Economics
Lack of clear, granular unit cost insight is obscuring true margin drivers.
Slow, Manual Reporting & Close Processes
Lengthy month-end closes and reliance on spreadsheets delay critical decisions and erode stakeholder confidence.
Not "Due Diligence Ready" for an Exit
Messy financials, an unreliable balance sheet, and undocumented processes threaten valuation and deal timelines.
What's Your Most Urgent Priority?
Day-100 Integration Stalling?
Your new acquisition is 45 days post-close and the finance function is still running on dual ERPs with a 20-day manual close. Board reporting is delayed, and the operating model lacks unit-level visibility into COGS drivers.
Deliverables
- Consolidated Board Package by Day 45
- Chart of Accounts Crosswalk & COGS Decomposition
- Automated Data Pipeline Architecture
Systems Control (Comvest Private Equity)
SyteLine ERP COGS reconfiguration → compressed month-end close from 20 days to 5-8 days → contributed to $1.1B exit at 5.0x MOIC.
Our Service Products
Four named, repeatable products with fixed scopes, fixed timelines, and proven outcomes across sponsor-backed portfolio companies.
Day-100 Accelerator™
Post-acquisition financial stabilization in 30–45 days. We deploy an embedded team of CPAs, program managers, and data engineers to reconcile books, connect fragmented ERPs, and deliver consolidated board-ready reporting — before the Day-100 board review.
Key Deliverables:
Consolidated Monthly Board Package
Chart of Accounts Crosswalk & COGS Decomposition
Automated Data Pipeline Architecture
Team Transition Playbook & Training
Exit-Ready Audit™
A 10–15 day fixed-fee diagnostic that identifies and fixes the issues that kill deals in diligence — before the buyer's Quality of Earnings team ever sees them. Run this 6–12 months before a planned exit.
Key Deliverables:
Exit Readiness Scorecard (8 Dimensions)
Red Flag Report with Severity Ratings
Diligence Defense Binder (Top 25 QofE Questions)
Enterprise Value Impact Estimate
FinOps Command Center™
Replace manual Excel reporting with automated financial data infrastructure that runs itself. We connect fragmented source systems into a unified pipeline that produces consolidated reports, KPI dashboards, and variance analyses automatically.
Key Deliverables:
Automated Consolidated P&L (Daily/Weekly Refresh)
Driver-Based KPI Dashboard by Business Unit
One-Click Board Package Generation
Variance & Exception Alert System
Operator CFO™
Senior financial leadership embedded in your portfolio company — starting this week, not in 90 days. We bridge leadership gaps with a seasoned finance leader backed by QFi's full specialist bench: CPAs, data engineers, and program managers.
Key Deliverables:
Monthly Board-Ready Financial Package
Covenant Compliance Monitoring & Lender Reporting
Rolling 12-Month Forecast with Scenario Analysis
Finance Team Development & Transition Planning
Day-100 & Diligence Readiness Calculator™
Estimate potential COGS leakage, close cycle compression, and EBITDA expansion for your portfolio target.
+$11.3M
Based on +150 bps EBITDA expansion (verified in QFi engagements) at 10.0x exit multiple.
Proven Results in Value Creation
5.0x
Peak Sponsor MOIC
Our engagements are designed to maximize enterprise value for Private Equity-backed companies.
$2.0B+
Portfolio Revenue Integrated
We have directly contributed to over a billion dollars in realized value for our portfolio clients.
5-8 Days
Month-End Close Velocity
We compress close cycles from 20+ days to under 8 business days through standardized trial balance automation.
See What Sponsors See
Every QFi engagement includes a real-time Sponsor Board — not a static slide deck. Toggle between Day 1 and Day 45 to see the transformation.
Workstreams
“The financial sophistication and operational clarity QFi built were critical contributors to our successful $1.1B exit, representing a 5x return on investment.”
Frequently Asked Questions
Direct answers on our engagement structure, ERP remediation, and PE value creation track record.
Trusted by PE Sponsors.
Powered by Elite Operators.
We bridge high-stakes fund requirements with execution rigor built inside the world's most disciplined operating institutions.
Sponsors We Have Partnered With
Direct portfolio company advisory and value-creation engagements.
Big Tex Trailers
$2B Manufacturing Platform
Systems Control
$1.1B Exit to Hubbell (5.0x MOIC)
Benevis Dental Practice
120+ Site-Level P&L Restructuring
Our Team's Operating Background
Practitioners with executive backgrounds across premier operating institutions.
