What We Do
Interim accounting and finance leadership during deal periods
Pre-close financial reporting and analysis
Day-one readiness planning
Synergy identification, modeling, and early tracking infrastructure
Working capital peg analysis and support
Diligence data room financial support and CFO coaching
What we do
Interim accounting and finance leadership during deal periods
Pre-close financial reporting and analysis
Day-one readiness planning
Synergy identification, modeling, and early tracking infrastructure
Working capital peg analysis and support
Diligence data room financial support and CFO coaching
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• MERGERS & ACQUISITIONS
PRIVATE COMPANY
PCAOB Audit and SEC Proxy Filing Delivered in 8 Weeks for a Private-to-Public Transaction
8 Weeks
All SEC deliverables completed
5
Alliance team members deployed
Preparing to be acquired by a publicly traded buyer, this technology and security company needed to meet PCAOB audit standards, reverse private company accounting alternatives, and deliver audited financials and MD&A for the acquirer's proxy, in eight weeks. Alliance led all technical accounting, audit readiness, and SEC reporting workstreams.
TECHNOLOGY & SECURITY
• MERGERS & ACQUISITIONS
PE-BACKED
Purchase Accounting, PPA, and 12 Months of Operational Stability Post-Acquisition
12+ Months
Operations stabilized
3
Support areas delivered (PPA, reporting, operations)
A newly acquired PE portfolio company needed to transition from legacy accounting practices, complete purchase price allocation, and build the reporting infrastructure required by its new sponsor. Alliance provided end-to-end support from PPA entries and technical memos to daily accounting operations and audit readiness.
PORTFOLIO COMPANY
• MERGERS & ACQUISITIONS
LARGE NATIONAL COMPANY
30+ Earnout Calculations Completed Including Cases Delayed for Over a Year
30+
Earnout calculations completed
1 Year+
Backlog cleared
A rapidly expanding national insurance brokerage faced a mounting backlog of complex earnout calculations, staffing shortages, and risk of reporting delays as acquisition volume surged. Alliance embedded with the M&A accounting team, standardized templates, and cleared the backlog, including highly complex cases stalled for over a year.
INSURANCE
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• AI & ANALYTICS
PE-BACKED
From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation
20 → 2-4 Days
Invoice processing time reduced
5
AI-powered solution components deployed
A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.
PORTFOLIO COMPANY
• HUMAN CAPITAL SOLUTIONS
PE-BACKED
24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization
24
Technical hires completed
10 Months
Full build-out delivered
A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.
TECHNOLOGY
• HUMAN CAPITAL SOLUTIONS
NATIONAL FIRM
8 Costpoint Professionals Placed in Weeks to Stabilize a Post-Go-Live Finance Function
8
Professionals placed
<2 Weeks
Average time to deployment
Following a Costpoint go-live, a national accounting firm faced post-implementation challenges impacting Markets Finance and Accounts Payable. Alliance rapidly identified and placed eight Costpoint-experienced professionals to bridge the gap, ensuring operational continuity while the internal team focused on stabilization and training.
PROFESSIONAL SERVICES
Don’t let the deal overwhelm your finance function.
We’ll help you manage both.
Frequently Asked Questions
It covers the finance and accounting work that needs to keep moving while the deal is getting done and the planning that ensures day one goes smoothly. That includes interim finance leadership, financial reporting through the transition period, diligence support, and synergy planning.
