Using our significant Big Four experience, first-hand private equity and C-Level operating experience as the foundation, we formulate integrated solutions across all phases of the investment lifecycle – from due diligence, to onboarding and executing “1st 100-day” initiatives, to exit planning. We pride ourselves on helping you close the right deals, efficiently onboarding new portfolio companies and partnering with management teams to execute value creation initiatives.

Transaction Advisory

Our team is exclusively comprised of former Big Four Transaction Advisory executives and assist with an array of transactions, including acquisitions, financing, divestitures and spin-offs for both buyers and sellers. We support all aspects of buy and sell-side due diligence, including quality of earnings, net working capital, debt-like items, sales and purchase agreements, and everything that comes next.  

After you buy, here’s what you can expect:


With CFGI, you have immediate access to leading-edge technical expertise. With the business savvy to quickly resolve complex accounting and finance issues, our consulting professionals are prepared to perform across a range of management positions from accounting manager to CFO. For each engagement we undertake, CFGI works to establish a strong collaborative relationship — while keeping a continual eye on the management of risk and overall operational effectiveness. Learn more about CFGI’s consulting services here.

Interim Management

CFGI offers a full range of interim management solutions, from project-specific staff to controllership to financial team support. While providing experienced professionals with the essential expertise required in fill specific roles, our focus is to ensure continuity and integrity for daily accounting, finance and business operations. Learn how CFGI effectively and seamlessly integrates with your internal staff here.


CFGI offers a comprehensive suite of valuation services for mergers and acquisitions, financial reporting and tax compliance purposes. These services are designed to anticipate and address the needs of auditors, capital markets, the SEC, and the tax authorities. In our trademark highly-engaged and collaborative manner, CFGI develops a deep understanding of your business environment, internal systems and operational processes. Learn more about CFGI’s valuation services here.

Corporate Tax

We understand the impact of today’s political and business climate, and how it places increased regulatory scrutiny on income tax filings, reporting and disclosures. Working directly with your internal tax accounting department — or as a completely outsourced provider delivering support and supervision — CFGI offers a range of adaptable corporate tax solutions. Learn how CFGI can assist with all facets of your corporate tax challenges here.