Case Studies
J.S. Held Acquires GLI Advisors, Strengthening Our Construction Project Support Services in the Western US and Hawaii
Read MoreOur client was a privately held manufacturer of firearms, valued at $38 million, based in New York.
The Company was encountering various difficulties that emanated from a financial defalcation.
At the CEO/Owner’s request, our experts assumed the interim role as CFO and developed a cash forecasting, cash management, and oversight plan for the entire accounting/financial organization. With the appropriate controls developed and implemented, the Company rapidly returned to profitability. We continued to provide strategic oversight and advisory services, and also led the effort to successfully refinance the Company’s credit facility.
Brian F. Gleason, CTP
Senior Managing Director
Strategic Advisory Practice
+1 610 659 8118
[email protected]
> Office of the CFO & Corporate Finance Support
The financial function is a critical partner in value creation in most businesses. We provide unparalleled support to the Office of the CFO to shape organizational strategy and enhance long-term business value. As CFOs and finance leadership across sectors face increasing demands, understaffing, and unprecedented challenges, we deliver guidance regarding financial planning and operations improvement, risk mitigation, and strategic business intelligence.
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Our experienced C-suite interim executives advise and support companies in financial distress, experiencing hypergrowth, or that are challenged by critical vacancies among senior leadership. Whether the leadership void results from operating challenges, a recent officer resignation, the need for added support during busy periods, or during an extended job search for the right permanent hire, our experienced executives provide immediate relief and value.