Financial & Operational Advisory

Realignment

at the Core

Every operational restructuring engagement is unique, driven by the urgent realities on the ground. Our approach is disciplined and direct, shaped by decades of sector experience and a record of restoring stability. We quickly pinpoint the underlying issues and implement proven measures, allowing management to regain control and stakeholders to move ahead.

Areas of Expertise


Liquidity & Cash Management

  • Rapid Liquidity Assessment, including 13-Week Cash Flows
  • Working Capital and Treasury Oversight

Management & Leadership Assessment

  • Critique of Management Operating Systems
  • Enhancement of Leadership Bandwidth and Capability

Execution & Functional Oversight

  • PMO Leadership and Implementation Rigor
  • Functional and Departmental Optimization

Financial & Operational Analysis

  • In-Depth Financial and Operational Trend Review
  • Business Plan Evaluation, Sensitivity Modeling, and Risk Assessment

Performance Improvement

  • Identification of Actionable Value Drivers
  • Operational Performance Upgrades
  • Cost Takeout and Margins Improvement
  • Revenue Optimization Strategies

Meet a few of our experts.

Jonathan Killion

Partner
Jonathan has over 15 years of experience specializing in liquidity management, profit improvement strategies, debt restructurings and M&A transactions.

Jeffrey Pielusko

Managing Director
Jeffrey has over 15 years of experience helping companies address capital structure and operational issues.

Matthew Dowell

Director
Matthew has over six years of with financial analysis, credit agreement analysis, and transaction strategies.

Nick Baro

Vice President
Nick has over four years of experience in asset management, IPO readiness, control auditing, and accounting standard implementation.