Finance Excellence

BRG’s Finance Excellence

BRG’s Finance Excellence team comprises experienced operators and advisors who work directly with management teams and investors to build effective and efficient finance organizations. In addition to assessing and strengthening finance function effectiveness, BRG drives insights through improved business planning, budgeting, and reporting. This work often is in concert with supporting transformational transactions such as mergers, IPOs, or carveouts. We work across industries, offering clients holistic, dynamic solutions to deliver efficient, effective, and sustainable results with speed and transparency.

Our clients include private and public companies across industries that have engaged BRG to identify value levers, build scalable organizations, execute on high-stakes transactions, and optimize core business operations. Our team is led by former private equity operating partners and former industry executives who have direct hands-on experience with companies throughout the business lifecycle.

BRG’s full suite of Finance Excellence services includes:

• Finance function effectiveness diagnostic and design
• Business planning, budgeting, and forecasting
• Reporting, analytics, and performance metrics
• Performance improvement: working capital, liquidity, finance operations, and cost takeout
• Transaction support: exit, carveout, integration, and IPO
• Interim finance (e.g., interim CFO, CAO, treasurer, financial planning and analysis (FP&A)) and surge resources
• Technology function effectiveness: technology diligence, back-office analysis, and IT cost management and optimization

How We Are Different

• Partnership across business lifecycle
• Former private equity operating partner leadership
• Lean, experienced, focused teams of trusted experts
• Emphasis on high-impact, rapid results
• Large-firm resources with boutique-firm attention
• Highly collaborative approach with clients
• Minimal business disruption