Case Studies
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...
Accounting Restatement & Process Improvement for Private Equity
Virtas Partners was engaged by a Private Equity firm to investigate irregularity in balance sheet accounts related Payroll & Benefits at one if its portfolio companies. Client Background Our...
Integration Management for Global Office of a Diversified Industrials Fortune 200 Company
Virtas Partners was engaged by a global manufacturing and distribution company focused on building controls and automation solutions (market cap over $30 billion) to stand up and lead its...
Performance Improvement / Capital Structure & Placement Drives Significant Growth in EBITDA
A wire and cable supplier engaged Virtas as financial advisor to improve the performance of the company, to drive EBITDA growth, to structure a credit facility in alignment with the business plan,...
Restructuring & Turnaround at Snack Foods Company
A failing "better-for-you" snack foods company turned to Virtas Partners for refinancing, restructuring, performance improvement and mentoring. The company needed its new advisor to succeed in a...
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...
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...
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...