Client Problem:

A PE firm had concerns about the finance organization transitioning from a small division of a large global business to a standalone portfolio company.

Triton Leadership Group (TLG) Actions:

  • Implemented integrated cash flow and debt covenant forecasting processes.
  • Revised forecasting and management/board reporting to meet new needs.
  • Performed a detailed assessment of finance organization capabilities.
  • Recommended replacing the CFO.

Outcome

  • The carved-out business successfully operated as a standalone portfolio company.
  • The CFO was replaced with an experienced portfolio company CFO.

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