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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.
Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.
The Ninety Nine Restaurant & Pub is headquartered in Woburn, Massachusetts, and has earned a strong reputation as a friendly, comfortable place to gather and enjoy great food and great drink at a terrific price. With the establishment of the Ninety Nine Restaurant & Pub in 1952, founder Charlie Doe created an entirely new niche in the New England hospitality industry – the casual restaurant – long before the appearance of others. The Ninety Nine Restaurant & Pub continues to prosper and grow. The Ninety Nine updates and refines its menu on an ongoing basis to provide guests with fresh new options, yet continues to offer great food and great drink at a terrific price. This philosophy began when the company was founded, and is still maintained today. The culture at the Ninety Nine Restaurant & Pub was instilled by Charlie Doe long before a mission statement was ever written down on paper. But the proclamation means that guests, team members, community and stakeholders are treated with respect. For guests, it means they have a friendly, comfortable place to gather and enjoy great food and great drink at a terrific price. The Ninety Nine is proud to serve more than 20 million customers a year in over 105 restaurants throughout the Northeast. For team members it translates into accommodating work schedules, generous benefits, including 401(k) plans and health, life and dental insurance (for hourly and part-time team members as well); and plentiful rewards for top performers.
Diamond Baseball Holdings (DBH) is a New York-based company founded in 2021 that owns and operates a significant portfolio of Minor League Baseball (MiLB) clubs affiliated with Major League Baseball. The company focuses on professional management, best practices, and innovative investments to enhance fan experiences, brand engagement, player conditions, and community impact. As of 2024, DBH has acquired 33 teams, making it one of the largest ownership groups in MiLB history. The company emphasizes maintaining baseballs traditions while upgrading facilities and improving player welfare. DBH operates as part of Silver Lakes sports investments and applies private equity strategies to enhance operations and achieve market-beating returns. Its initiatives include partnerships for stadium upgrades and innovations aimed at boosting fan attendance and creating superior environments for both fans and players.
UnisLink is a healthcare technology company dedicated to helping healthcare providers optimize their business and focus on quality patient care. They offer a single platform that combines premium data analytics capabilities, state-of-the-art technology...