Case Studies
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...
Footprint Rationalization Assessment
A Private Equity client engaged Virtas Partners to lead a manufacturing footprint optimization assessment for a recently purchased portfolio company. Client Need The platform was built through more...
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...
Finance and Accounting Optimization and Interim CFO for Defense Platform
Virtas Partners was engaged by a private equity firm to perform a Finance functional evaluation and to assist with business combination accounting, build out of the Finance & Accounting...
Post-Acquisition Interim CFO and Accounting Function Stand-Up
Virtas Partners was engaged by a PE-owned Bathroom furnishings company to provide CFO stand up functions along with purchase accounting and audit support. Client Need Our client, a private...
Buy Side Quality of Earnings and Purchase Price Assistance
Virtas Partners was engaged by a private equity client to perform phased buy-side due diligence on a medical provider staffing company, including review of a prepared sell-side report and extensive...
Buy Side Quality of Earnings for Software Company
Virtas Partners was engaged by a Romanian-based software company to perform sell-side report reviews and light-touch buy-side diligence on two separate potential acquisitions, in parallel. Client...
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...
