Our Work

Real Engagements. Measurable Results.

Each case study represents a real client engagement. Names and identifying details are anonymized to protect confidentiality, but the challenges, approaches, and results are presented as they occurred.

Technology & SaaS

Pre-IPO Readiness Program for a SaaS Platform

A Series D SaaS company with $85M ARR needed to transition from startup-grade accounting to SEC-reporting standards within 14 months of a planned NASDAQ listing. The company had no formalized internal controls, used cash-basis accounting for certain revenue streams, and had never undergone a statutory audit.

✓ Converted three years of historical financials to US GAAP within 4 months
✓ Implemented 38 key controls across revenue, expenditure, and financial close processes

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Manufacturing & Industrial

Buy-Side Diligence for a Cross-Border Acquisition

A US-based industrial group was acquiring a manufacturing company with operations in India and the Middle East. The target had complex intercompany arrangements, inconsistent cost allocation methods across plants, and unrecorded contingent liabilities related to pending regulatory matters.

✓ Identified $2.1M in working capital adjustments not disclosed by the seller
✓ Quantified $850K in contingent tax liabilities requiring indemnity protection

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Healthcare & Life Sciences

Finance Function Buildout for a PE-Backed Healthcare Platform

A private equity-backed healthcare services platform had completed three acquisitions in 18 months but was still operating each entity on separate accounting systems with no consolidated reporting. The PE sponsor required monthly consolidated financial packages and was planning a dividend recapitalization within 12 months.

✓ Consolidated three entities onto a single ERP platform in 10 weeks
✓ Reduced month-end close from 22 days to 5 days

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Financial Services & Banking

409A Valuation for a Venture-Backed Fintech

A venture-backed fintech company completing its Series C round needed a 409A valuation that would be defensible with auditors while reflecting the company's complex capital structure — including multiple classes of preferred stock, convertible notes, and outstanding warrants.

✓ Valuation completed and delivered in 18 business days
✓ Report accepted by Big 4 auditor without any questions or adjustments

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Technology & SaaS

Cross-Border Tax Restructuring for a Technology Group

A technology conglomerate with operating entities in India, the US, and Canada was paying an effective tax rate of 34% due to suboptimal intercompany pricing, IP ownership sitting in a high-tax jurisdiction, and inconsistent use of available treaty benefits.

✓ Reduced group effective tax rate from 34% to approximately 30.6% (340 basis points)
✓ Restructured IP ownership with proper economic substance to withstand GAAR scrutiny

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Manufacturing & Industrial

Post-Merger Integration for an Industrial Acquisition

Following the acquisition of a competing manufacturer, the buyer needed to integrate finance, HR, and operations across two plants in India while maintaining uninterrupted production. The target operated on a legacy accounting system with minimal documentation of accounting policies.

✓ Completed finance integration within 90 days of closing
✓ Migrated the target's financial data from Tally to the acquirer's SAP instance

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