Case Studies
Sell-side: Databook Preparation, Quality of Earnings (QofE) & Financial Due Diligence
Virtas Partners provided support on sell-side Quality of Earnings and financial due diligence for the prospective sale of a business unit as part of a large bankruptcy process. Client Need Our...
Stabilization and Optimization of Finance and Accounting Functions
Virtas Partners was engaged by a private equity firm to perform interim CFO duties for a fiber-optic network infrastructure company. Client Need Our Private Equity client needed an interim CFO to ...
Integration Support for Carve-Out Acquisition
A management consulting firm engaged Virtas Partners to assist with due diligence and integration of a carve-out acquisition of an energy software and consulting business. Client Need Our client, a...
Back Office Optimization and Interim CFO Duties for PE Backed Platform Company
Virtas Partners was engaged by a private equity firm to perform a functional evaluation and assist with business combination accounting, build out the accounting and finance department, and perform...
Synergy Evaluation and Integration Planning for Merger of Two Direct Mailing Companies
Virtas Partners was engaged by a Direct Mailing company to help size up synergy potential from a looming merger and then support the merger-integration planning process. Client Need Our Private...
Accounting Restatement, Interim CFO & Audit Preparation
Virtas Partners was engaged by a Private Equity-backed luxury fashion label to investigate historical accounting irregularities, transition the current CFO out of the company and prepare for the...
IPO Readiness for PE Portfolio Company
Virtas Partners was engaged by a private equity-owned infrastructure services company to assist with preparation for an IPO, including restatement of historical financial statements, preparation of...
Finance Transition for Carve Out Platform Acquisition
Virtas Partners was engaged by a private equity firm to assist with the stand-up of the finance organization for a platform acquisition that had been a corporate carve-out. Client Background The...
Acquisition Due Diligence & Finance Improvement for Food Packaging Company
Virtas Partners was engaged by a Private Equity firm to re-state historical financial information and analyze performance improvement opportunities at a $200M acquisition target. Client Background...
Quality of Earnings & Finance Transition for Logistics Brokerage
Virtas Partners was engaged by a Private Equity firm to support with evaluating a potential acquisition by performing a quality of earnings (“QoE”) analysis and transition the finance function after...