PE-Backed & Growth Company CFO Support

When this Matters:

A portfolio company has weak finance operations, reporting below sponsor standard, or a value-creation plan that isn't translating into financial execution.

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Who This Is For:

‍PE-backed portfolio companies,  typically between $7M–$250M in revenue, and their sponsors, operating partners, and boards.

What changes:

• Value-creation plan executed in the numbers
• EBITDA and cash improvement
• Reporting sponsors and lenders trust
• Progress toward exit readiness

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What We Deliver:

• Value-creation roadmap + 100-day plan
• Investor-grade board/lender reporting
• EBITDA bridge and margin initiatives
• Covenant and exit-readiness support

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Finance leadership that delivers the value-creation plan.

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Cervin supports PE-backed portfolio companies that need stronger finance operations and sharper performance visibility. We translate the investment thesis into a financial roadmap, margin improvement, working-capital optimization, cost rationalization, and investor-grade reporting, and drive execution through the hold period and toward exit. We serve as a finance operator to management teams, sponsors, and boards.

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What's Included:

• Value-creation financial roadmap and 100-day finance plan
• Investor-grade board and lender reporting
• EBITDA bridge and profitability analysis
• Margin and working-capital initiatives
• Forecasting, cash-flow, and covenant support
• Lender reporting and refinancing support
• Acquisition integration support
• Exit-readiness planning