Post-Acquisition Transition Services for a Private Equity-Backed HVAC Platform

CFOx recently completed an accounting transition for a PE-backed HVAC platform following a recent add-on acquisition.  Our client acquired an established, family-owned HVAC company in the Southeast.  CFOx was engaged post-acquisition to transition the acquiree’s key accounting functions, accounting software, and processes to the platform. The first order of business for the CFOx team was […]

Buy-side Quality of Earnings (QoE) for a PE-Backed Plumbing Platform

CFOx recently provided financial due diligence services to a private equity-backed plumbing, mechanical, and electrical services platform for an add-on acquisition. The Texas-based acquisition target specializes in plumbing services and further expands our client’s footprint in the region. In addition to a Quality of Earnings analysis, our Transaction Services team advised the client on net […]

Maximizing Post-Acquisition Success by Re-Engaging CFOx

Following a recent add-on acquisition, CFOx was engaged for a second time by an existing client to perform accounting transition services. The client, a private equity-backed HVAC platform, acquired an established, family-owned HVAC and generator company in the Northeast. Accounting Transition Services The CFO Services team was engaged by the client to perform a post-acquisition […]