The bridge from strategy to execution and execution to value.
CFGI’s Portfolio Management Services help organizations convert strategy into measurable outcomes. Our PMO serves as the operating engine that unifies strategy, execution, and value realization — helping leadership teams manage complex initiatives, accelerate decisions, and deliver business impact.
Strategy loses value when execution is fragmented.
A high-performing PMO is the operating layer that turns strategy into execution, and execution into measurable value. Strategic initiatives often lose momentum when ownership is unclear, decision-making slows, risks go unresolved, or leadership lacks visibility into progress and value realization.
CFGI helps organizations install the structure, discipline, and operating cadence required to keep complex initiatives moving. Our role is to create the execution infrastructure that allows the C-suite to see what matters, make decisions faster, and hold teams accountable for outcomes.
What You Get
Strategy in focus. Execution with discipline. Value delivered.
Strategy in focus
A central execution hub that aligns initiatives to enterprise priorities, business objectives, investment decisions, and expected value.
Execution with discipline
Governance, metrics, cadence, and reporting that keep leadership informed, teams accountable, and decisions moving.
Value delivered
Operator-led execution support focused on accelerating decisions, reducing friction, and improving time-to-impact.
Our PMO helps turn every transaction and transformation into measurable outcomes.
CFGI’s Portfolio Management Services support high-stakes initiatives where coordination, governance, visibility, and value realization are critical.
Merger Integrations
We help organizations establish the integration management office and execution discipline required to capture value after close.
- IMO standup and governance
- Day 1 readiness
- TSA management
- Synergy tracking
- Value realization
Carve-Outs
We help organizations manage separation complexity, reduce stranded costs, and prepare standalone operations.
- Separation management office
- Stranded cost removal
- TSA design and wind-down
- Standalone readiness
- Legal entity separation
Capital Markets
We help companies coordinate complex capital markets readiness efforts across finance, legal, audit, governance, controls, and leadership stakeholders.
- IPO readiness
- SPAC / De-SPAC support
- Reporting infrastructure
- SOX 404 readiness
- Board and audit preparation
Financial Effectiveness
We help finance organizations improve execution, performance visibility, and operating efficiency across critical finance initiatives.
- Finance transformation
- Close optimization
- FP&A buildout
- Shared services design
- Cost structure review
ERP Transformation
We help organizations manage ERP and technology-enabled transformations with disciplined planning, governance, risk management, and adoption support.
- ERP selection
- Implementation PMO
- Data migration
- Cutover planning
- Change and training
Other Strategic Engagements
We support special situations and enterprise initiatives that require senior execution leadership, structure, and accountability.
- Interim leadership
- Special situations
- PMI acceleration
- Transformation management
- Portfolio optimization
Integrated capabilities. One execution model.
Our PMO model brings together the core capabilities required to manage complex portfolios, programs, products, projects, transformations, and operational improvements.
Execution expertise built for complex environments.
CFGI is a leading global finance, accounting, and business advisory firm. Our professionals partner with clients on their most critical regulatory, transaction, transformation, and value creation initiatives. We help clients lead and operate complex initiatives, not just advise on them.
Execution-first mindset
We lead and operate programs, not just assess them. Our teams bring practical, hands-on experience managing complex initiatives in fast-moving environments.
Built for value creation
Our PMO model is designed to define, track, and realize measurable value, including EBITDA improvement, cost savings, revenue impact, margin improvement, cash flow, working capital, risk reduction, and operational performance.
Integrated across the enterprise
We work across business functions, finance, technology, operations, controls, legal, tax, and other stakeholders to align execution and reduce silos.
Standardized, scalable delivery
Our frameworks and toolkits provide consistency while remaining flexible to each client’s operating model, culture, tools, and priorities.
Experienced operators
Our professionals bring Big 4, industry, transformation, finance, and operational backgrounds, with experience delivering complex programs across Fortune 500 and private equity-backed organizations.
Independent advisory
With no audit restrictions, CFGI can move quickly and objectively in support of client goals, working alongside management teams, sponsors, auditors, law firms, system integrators, and other advisors.
Talk to the partner who leads CFGI’s Portfolio Management Services.
Walter Swenson
Partner, National PMO Services Leader
Walter Swenson leads CFGI’s Portfolio Management Services practice, helping CEOs, CFOs, private equity sponsors, and executive teams turn strategic initiatives into measurable business outcomes. He brings more than two decades of consulting experience building and leading enterprise PMO, transformation, value realization, IPO readiness, transaction execution, and private equity-backed execution capabilities across complex organizations.
Connect with Walter