Sponsor Deal Teams
- Buy-side & sell-side QoE, financial & operational diligence
- EBITDA normalization, WC peg & carve-out support
Private Capital
The Financial Partner
to Private Capital
We Execute and Realize your Value Creation Plan —
Execute · Measure · Realize
The Lifecycle
We support sponsors and management teams across the full investment cycle.
One firm. Every phase. No handoffs.
Illustrative Sponsor Relationships
Trusted by the world’s leading private capital sponsors.
Spanning the largest AUM to the middle market.
Who We Serve
Partner to the full Private Capital ecosystem.
Serving sponsors and portfolio companies — from GP back office to portco management team.
CFO & Finance
- Finance and accounting transformation, close, FP&A & technical accounting
- Interim CFO / CAO / Controller deployment
GP Back Office
- Fund administration, financial reporting & GP accounting
- Close optimization, finance automation & investor reporting
CEO & Business Leaders
- Value creation execution, PMO & operational transformation
- Board & sponsor reporting, initiative tracking
Portfolio Ops Horizontals — Finance, FP&A
- Cross-portfolio finance benchmarking & analytics
- FP&A capability building & KPI standardization
CTO & Technology
- ERP & systems implementation, finance automation
- Prism AI platform deployment & data architecture
Portfolio Operations & Value Creation
- VCP execution, initiative tracking & board reporting
- Value Creation Execution Office — program to P&L
CSO / Risk & Compliance
- SOX, controls readiness & risk management programs
- Cybersecurity (vCISO) & audit readiness
The Financial Partner
to Private Capital
For Sponsors
Supporting leading sponsors and their portfolio companies through the full investment lifecycle.
See how we support your value creation execution
Services & Products
Our full suite of services and products.
One firm — every capability a PE-backed CFO and sponsor needs, across the full lifecycle.
Strategy Execution & Realisation
- Value Creation Execution Office
- Initiative program management
- Financial Value Reconciliation
- VCP Governance & Change Management
- VCP Tracking & Value Reconciliation Bridge (Monthly Value Realisation Quantification)
- EBITDA Bridge Modeling & KPI Tracking
- Board & Sponsor Reporting
Financial Transformation & Technology
- Finance Function Benchmarking & Optimization
- FP&A & Management Reporting Design
- Business Dashboarding & Data Analytics
- ERP / EPM Systems Implementation & Optimization
- Close Optimization & Finance Automation
- Post-Merger Integration
Transactions & Catalyst Events
- IPO Readiness
- Carve-outs, Spin offs & Integrations
- M&A – under the Transaction Advisory Services / Quality of Earnings
- Quality of Earnings (Buy & Sell-Side)
- EBITDA Normalization & Add-Back Analysis
- Working Capital Peg & NWC Adjustment
- Sell-Side Readiness & Data Room
- Exit Scenario Modeling & Valuation
- Financial & Tax Due Diligence
- Purchase Accounting & 1st 100 Days
Accounting, Reporting & Compliance
- Technical Accounting & Audit Readiness / Restatements & Accounting Policy
- Tax Provisions & Compliance
- Risk Advisory / SOX Readiness & Ongoing Compliance
- Treasury & Risk Management
- Cyber security & vCISO
- Sustainability & ESG
Interim & Managed Services (AI Native):
- Interim CFO / CAO / Controller / VP Finance
- Interim CIO / CISO / Cyber security
- On-demand PE-specialist deployment
- Embedded alongside your team (Scales up or down based on need)
- Powered by PRISM – CFGI's AI-Native Finance Platform
- AI-driven close & reconciliation automation
- Automated board & sponsor reporting
- Full finance function managed service
- Ongoing managed compliance & reporting
- Portfolio intelligence & KPI benchmarking
- Industry KPI libraries deployed at close
Latest Thinking
Insights for Private Capital.
Capturing Tangible Value Through Applied AI
We help Chief Financial Officers reduce manual inefficiencies so the finance, risk, and tax organizations can move from reporting the past to becoming forward-looking strategic partners.
2026 CFO Outlook
Driving value creation in a warming market, AI disruption, and continued macro uncertainty.
Subscribe to CFGI Insights
Latest thinking on private capital, value creation, AI-native finance, and what’s moving the next 90 days.
Ways to Get Started
Let’s achieve value together.
For portco CFOs & management teams
Finance Function Assessment
Rapid diagnostic of your finance function — benchmark against PE-backed peers, identify top leverage points.
For sponsors & deal teams
Value Creation Execution Review
Is your portco infrastructure ready to execute the VCP? We identify gaps before they cost EBITDA.
For sponsors approaching exit
Exit Readiness Workshop
Position your EBITDA, clean your add-backs, and build a data room that gives buyers confidence.
Contact us to start a conversation.