Case Studies
Highlights from our Current and Past Client Engagements
AErospace & Defense
Case Study: Sale of A&D Manufacturer to Government Contractor
Biotechnology
Case Study: Biotech Raises ~$150m Series B from Notable Investors
Medical SaaS
Case Study: Medical SaaS Company Accounting and Capital Raise Support
Tattoo Removal
Case Study: Tattoo Removal Raising Capital to Open 10+ New Stores
Metals & Commodities
Case Study: Metals Recycling Company Requires a CFO
Case Study: Private Equity-Backed Dealership Acquisition Platform
Managed IT
Case Study: A Managed IT Provider Required a Controller During Rapid Growth
Automotive
Case Study: Vehicle Subscription Startup Accounting & FP&A
FinTech
Case Study: FinTech Required High Growth Controller
Boat club franchise
Case Study: Boat Club Acquires 6 Neighboring Territories and Doubles Revenue