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

Automotive

Case Study: Private Equity-Backed Dealership Acquisition Platform

Managed IT

Case Study: A Managed IT Provider Required a Controller for 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 2x Revenue