Case Studies
Lease Restructuring at Multi-location Restaurant Franchise
Negatively impacted by the COVID pandemic, a major franchisee of a national quick-serve restaurant chain had multiple stores closed for several months, preventing the franchisee from earning...
Finance Advisory Services for Private Company
Virtas Partners was engaged by a leading cannabis company for a multi-phased engagement to build out and lead its FP&A department amidst rapid growth and ahead of closing of a significant...
Capital Structuring / Performance Improvement
Virtas Partners was engaged by a family-owned specialty metals manufacturer for refinancing, mentoring and to assist with developing a realistic performance improvement plan. Virtas facilitated new...
Buy-Side Quality of Earnings
Virtas Partners was engaged by a casino and gaming focused REIT client to perform diligence and assess performance of 4 casino properties. Client Need Our REIT client was evaluating the acquisition...
Accounting and Finance Support for PE–Backed Health Technology Company
Virtas Partners was engaged by a PE-backed health technology company to be interim Controller and provide technical accounting support. Client Need Our PE-backed health technology client engaged...
Integration of Roll Up for PE-backed Professional Services Firm
Virtas Partners was engaged by a large PE-backed professional services firm to lead the integration of its roll up of an acquired tax services firm. Client Need Our PE-backed client needed support...
Warehouse Design, Move, and Operational Improvement for PE-backed Industrial Manufacturer
Virtas Partners was engaged to design an approximately 100k sqft. warehouse space and then execute the movement of $36M of inventory. We then designed and implemented inventory controls and...
Supporting a Merger of Equals in the Apparel Consumer Products Industry
Virtas Partners was engaged by two mid-market apparel companies to help direct and manage the integration planning and execution process with focus on synergy realization and accelerated business...
Finance/Accounting Support and Sell-Side support for PE-Owned SaaS / AI firm
Virtas Partners was engaged by a PE-owned SaaS / AI company to provide interim controllership support and support the sell-side due diligence for its lender – Blackrock. Client Need Our client, a...
SEC Reporting for Consummated and Proposed Acquisitions by Public Company
Virtas Partners was engaged by a public company to prepare purchase price accounting documentation in accordance with ASC 805 for a consummated acquisition as well as to prepare related SEC filings...