ClearPoint Advisory
PE Finance Operating Support
 Contact
Expertise

Areas of work for middle-market PE hold-period pressure.

ClearPoint Advisory focuses on finance operating work across Office of the CFO, performance improvement, liquidity and working capital, and transaction and integration support.

Area 01

Office of the CFO

The company has outgrown the finance function, or the CFO/controller team cannot support sponsor, lender, board, and management demands at the required pace.

Related representative experience: $50M lender facility support for a $200M industrial distribution platform

What breaks

Forecast credibility, board materials, close cadence, KPI definitions, lender reporting, and management’s ability to explain the numbers.

Decision supported

Whether management has a finance capacity issue, a CFO capability issue, or an operating visibility issue.

Representative work products
Board reporting packageKPI packageForecast modelMonthly close calendarManagement reporting cadenceLender reporting support
Area 02

Performance Improvement

The company has missed plan and the sponsor needs to understand what is temporary, structural, controllable, or execution-related.

Related representative experience: $39M EBITDA recovery and refinancing support at a PE-backed manufacturer

What breaks

The bridge from plan to actual, ownership of initiatives, gross margin visibility, SG&A control, and confidence in the reforecast.

Decision supported

What is actually driving the miss and where management should focus recovery actions.

Representative work products
EBITDA bridgeGross margin bridgeSG&A reviewBudget-to-actual varianceInitiative trackerReforecasting support
Area 03

Liquidity & Working Capital

Cash burn, working capital drag, or lender pressure has moved from background issue to weekly operating concern.

Related representative experience: Approximately $8M working capital release in a recovery engagement

What breaks

Runway visibility, lender confidence, AR/AP discipline, covenant reporting, and management’s ability to connect cash movement to operations.

Decision supported

Whether the company can fund the plan, where cash is trapped, and what actions must happen before the next lender or board discussion.

Representative work products
13-week cash forecastLiquidity runwayAR/AP disciplineCash conversion trackingCovenant reportingWorking capital release plan
Area 04

Transaction & Integration Support

The transaction closed, but finance infrastructure, reporting, systems, integration, or TSA exit work is not keeping pace with the thesis.

Related representative experience: $15M equity raise support for a SaaS carve-out after missed post-close milestones

What breaks

Day-1 finance readiness, reporting migration, integration governance, TSA exit discipline, systems separation, and reliable multi-entity visibility.

Decision supported

Whether the company is converting transaction activity into operating control or allowing integration complexity to create avoidable risk.

Representative work products
100-day finance planDay-1 finance readinessAdd-on integration supportTSA exit supportStandalone reportingData room support