Interim / Fractional CFO/COO/CIO
Stabilize and scale. Cash, reporting, controls, board cadence, and investor readiness.
For professional clients only
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Interim and fractional CXO leadership, corporate finance execution, and capital arranging with operator discipline.
Capabilities
Capital Markets Execution
Private credit, converts, secondaries, and structured solutions with aligned incentives.
Team Buildout
Recruit and onboard finance and operations teams with capability mapping.
Role Coverage & Outputs
| Role | Primary Outputs | Typical Term |
|---|---|---|
| Interim CFO | Cashflow forecasting, reporting pack, audit readiness, models | 3–9 months |
| Interim COO | Operating model, vendor stack, SLAs, hiring plan, OKRs | 3–6 months |
| Capital Markets | Term sheet, memo, DD checklist, allocation management | 8–16 weeks |
| OCIO Sleeve | IPS addendum, risk limits, cadence, implementation plan | Ongoing |
Corporate Finance Services
- Strategic Corporate Finance — valuation, planning, and restructuring guidance
- Transaction Advisory — buy-side/sell-side support before, during, and after the deal
- Debt Advisory & Capital Arranging — competitive process to optimize structure and terms
- M&A Advisory — strategy, target assessment, negotiation, integration roadmap
- Financial Due Diligence — QoE, working capital, debt-like items, sector analysis, comps
Fees
Typical fee model includes retainer, success/transaction fees, and advisory fees; out-of-pocket expenses and legal/compliance costs billed as incurred. Final economics depend on scope and classification.
Request OCIO / RFP
Professional clients only. Not investment advice. See disclaimer.