What We Do
Finance function integration planning and execution through people, process, and technology
Accounting policy harmonization by aligning two companies under a unified framework
Financial close harmonization
ERP consolidation planning and system integration (including NetSuite, Deltek Costpoint, and Unanet)
Chart of accounts rationalization and general ledger consolidation
Organizational redesign and role definition for the combined finance team
What we do
Finance function integration planning and execution through people, process, and technology
Accounting policy harmonization by aligning two companies under a unified framework
Financial close harmonization
ERP consolidation planning and system integration (including NetSuite, Deltek Costpoint, and Unanet)
Chart of accounts rationalization and general ledger consolidation
Organizational redesign and role definition for the combined finance team
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
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
PRIVATE COMPANY
One Company, One ERP, One Operating Model: Post-Acquisition Integration Delivered
100%
Integration delivered on time & within budget
1
Unified operating model achieved
Operating on two separate ERP systems with misaligned processes post-acquisition, a technology and professional services firm needed to fully unify its people, process, and technology. Alliance led the integration end-to-end, delivering ERP consolidation, project management, and a scalable unified operating model on time and within budget.
TECHNOLOGY & PROFESSIONAL SERVICES
• MERGERS & ACQUISITIONS
PE-BACKED
First-Year PE Audit Passed: Building a Finance Foundation Post-Acquisition
18+
Accounting areas documented
1st
PE audit completed clean
Following a private equity acquisition, this $150M platform needed to shrink a 20-day close, build internal controls, and prepare for a Big 4 first-year audit. Alliance redesigned the close process, evaluated ASC 606, prepared business combination memos, and built the documentation framework to meet PE reporting standards.
PROFESSIONAL SERVICES
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
Post-acquisition integration is where deals succeed or fail.
Let’s make yours succeed.
Frequently Asked Questions
Three most common finance integration failures after an acquisition are taking too long to harmonize accounting policies, underestimating the complexity of integrating two close processes, and trying to run two ERP environments indefinitely. Each creates compounding problems in reporting quality, audit complexity, and/or finance team capacity. Alliance helps organizations move through integration faster and more cleanly than they typically would on their own.
Yes. Stalled integrations are common, and they’re almost always recoverable. The sooner you bring in support, the less it costs to fix. Alliance will assess where things stand, identify what’s causing the delay, and build a realistic path forward.
