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

CFOx recently provided financial due diligence services to a private equity-backed HVAC platform for an add-on acquisition. The Midwest-based acquisition target specializes in heating and cooling products. The target was ultimately acquired by our client. In addition to a Quality of Earnings analysis, our Transaction Services team advised the client on net working capital and […]

Financial Modeling and Strategic Advisory for a Sports Facility Operator

CFOx provided financial modeling services to a multi-location sports facility operator as the company assessed various strategic options. In order to understand the financial impact of the different options, management engaged CFOx to develop a financial model and provide strategic advice. CFOx created a dynamic model that allowed management to analyze different scenarios and determine […]

Accounting Integration and Fractional CFO Services for a Medical Device Company

CFOx currently provides Fractional CFO services to a growing medical device design and manufacturing company. CFOx was initially engaged by the company to provide buy-side financial due diligence services for an add-on acquisition.  After the target was acquired in 2022, CFOx was engaged to integrate the target’s accounting function into the parent company and assist […]