Case Studies
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...
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...
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...
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...
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...
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 publicly traded, global,...
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 ...
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...
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...
