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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Polestar Solutions & Services is a global AI and analytics company focused on enterprise transformation through data-driven solutions. Founded by experienced technocrats, the company operates in the U.S. and India, with offices in cities like Dallas, Noida, and Mumbai. With over 600 employees, Polestar is projected to grow by 60% globally in the coming year. The company specializes in AI-powered analytics, serving industries such as consumer packaged goods, retail, manufacturing, and pharmaceuticals. Polestar offers a range of services, including generative AI, data engineering, and advanced analytics platforms. It develops tailored solutions for revenue growth management, supply chain optimization, and customer analytics. Polestar is recognized as a Great Place to Work and has received multiple awards for its growth and excellence in AI and analytics services. Its mission is to empower businesses through intelligent, data-driven transformation.
FM Global is a Rhode Island-based insurance company that specializes in property insurance, risk consulting and loss prevention for businesses.
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount todays industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.
IMCD Group is a global distributor of specialty chemicals and ingredients, headquartered in Rotterdam, Netherlands. Founded in 1995, the company is listed on the Amsterdam stock exchange and celebrated its 25th anniversary in 2020. IMCD specializes in serving various industries, including pharmaceuticals, food, personal care, coatings, and lubricants, providing formulatory solutions tailored to customer needs. The company has expanded its operations internationally, with significant growth in the Americas, including the establishment of IMCD US in 2015. IMCD Group generates approximately $4.7 billion in revenue and employs around 3,570 people worldwide. Known for its innovative approach and minimal corporate bureaucracy, IMCD maintains strong partnerships with a diverse range of suppliers and customers, from small manufacturers to large corporations.