Case Studies
Close and Financial Reporting Support – Accounting and IPO Services
Virtas Partners has developed enablement tools to track and record adjustments, prepare bridge reconciliations, and prepare summary financial statement caption information from detailed ledger...
Carve-out Financial Statement Support – Sell-side Services
Virtas Partners has developed enablement tools to segregate a target business, division, product line, customer base, or other component being packaged for sale from consolidated results, to track...
Identifying SG&A Cost Optimizations to Support Transformation Agenda
Virtas Partners identified SG&A cost reduction opportunities for an electronic component manufacturer following a planned sale of a business segment Client Need A global electronic component...
Buy-side Quality of Earnings
Virtas Partners deployed machine learning, automation and artificial intelligence to enhance data analysis and value driven insights for due diligence. Client Need We were asked to perform a...
Sales Journals to Cash Receipts Posting
Virtas Partners was engaged by a PE-owned legal services firm to investigate $15 million of unapplied cash recorded in a suspense account and identify whether the cash should be remitted to...
Finance Customer Account Reconciliation Automation
Virtas Partners was engaged by a PE-owned healthcare company to assist them in automating a newly launched client product to scale up for future growth. Client Need Our client, a PE-owned...
Proof of Cash – GAAP Conversion
Virtas Partners was engaged by a records retention and destruction company to provide a Cash to GAAP conversion for 10 legal entities. Client Need A privately held company under LOI to...
Identifying SG&A Cost Optimizations to Support Financing Extension
Virtas Partners was engaged by a power equipment manufacturer to assess and recommend opportunities for SG&A cost optimization in the context of re-negotiating a lending agreement Client Need...
Interim CFO for Travel Agent Consolidator
Virtas Partners was engaged by a travel agent consolidator to perform CFO duties for international operations following the promotion of the previous CFO to President. Client Need Our travel agent...
Integration Support for Transformative Add-on Acquisition
Virtas Partners was engaged by a PE-backed lower mid-market HVAC services company to assist with a rapid integration planning effort for a transformative add-on acquisition. Client Need Our private...