Finance-led performance improvement when the numbers no longer support the investment thesis.
ClearPoint Advisory provides senior finance operating support to PE sponsors and portfolio company leadership when reporting, cash, forecast credibility, or execution discipline requires immediate attention.
The first board package, close calendar, KPI baseline, or forecast model is not ready for sponsor review.
Management cannot produce a clean bridge from plan to actual across volume, rate, mix, margin, SG&A, and one-time items.
The company needs weekly cash control, lender materials, covenant reporting, and a credible view of runway.
Add-ons, TSA exit, systems separation, customer migration, or reporting migration are creating gaps in finance control, cash visibility, and management reporting.
The materials that give sponsors a clearer view of performance and risk.
These materials are built for use in board discussions, lender conversations, weekly operating reviews, and management follow-through.
Finance operating work for the moments that determine sponsor confidence.
ClearPoint Advisory focuses on finance operating work across Office of the CFO, performance improvement, liquidity and working capital, and transaction and integration support.
Office of the CFO
Senior finance support when the CFO function needs to meet sponsor, lender, board, and management demands during the hold period.
Performance Improvement
Finance-led operating work to isolate EBITDA leakage, rebuild the bridge from plan to actual, and support management through recovery actions.
Liquidity & Working Capital
Cash and working capital discipline for companies facing liquidity pressure, lender scrutiny, poor cash conversion, or insufficient weekly control.
Transaction & Integration Support
Finance stabilization through post-close execution, add-on integration, carve-out separation, TSA exit, and multi-entity reporting complexity.
Selected work across recovery, financing, liquidity, and finance infrastructure.
Representative examples are anonymized where necessary due to confidentiality. Quantified metrics are included only where tied to actual operator or advisory experience.
$50M New Senior Facility Support for a $200M Industrial Distribution Platform
New senior facility, consolidated reporting, and integrated forecasting at a sponsor-backed distribution platform whose existing lender would not expand the facility without cleaner financials.
$39M EBITDA Recovery and Refinancing Support at a $120M Specialty Manufacturer
Recovery, refinancing, and reporting credibility at a sponsor-backed specialty manufacturer that had missed plan three consecutive quarters and lost senior lender confidence.
$15M Follow-On Equity Support for a $40M ARR SaaS Carve-Out
Follow-on equity, TSA exit re-baselining, and operating model rebuild at a sponsor-backed SaaS carve-out running below underwriting case with extended dependence on parent infrastructure.
Senior-led work around defined pressure windows.
ClearPoint works around defined pressure windows, usable finance artifacts, and direct coordination with sponsors, management teams, lenders, and boards where needed.
Practical notes on finance discipline, reporting, liquidity, and post-close execution.
Two launch pieces. No content library, no placeholder resource hub.
The First Board Package After Close
The first board package after close is the highest-leverage finance deliverable of the hold period. Sponsors form a durable read of management's reporting credibility from this single document. Most management teams underestimate it. What works, what doesn't, and a working structure.
13-Week Cash Forecasts That Actually Govern Decisions
Most 13-week cash forecasts are produced, distributed, filed, and not used. A forecast that governs decisions has six structural and behavioral attributes that most do not. What separates a finance artifact from an operating instrument the company runs on.
Discuss a portfolio situation.
Use the first conversation to understand the company, ownership context, finance gaps, timing, and whether the situation calls for advisory support, operating support, or a more specialized resource.