Insights

Field notes from the work.

Long-form field reports — interim CFO playbooks, sell-side prep, post-acquisition integration, the things we look for in a Q of E. Written by the partner who led the work, not by an associate.

Field notes from the work.

Interim CFO for mining services in a down commodity cycle.

Fractional CFO for pre-consolidator veterinary groups, 5–15 locations.

Independent boutique-hotel CFO playbook: GOP, NOI, FF&E reserves.

First 100 days post-acquisition for a multi-site healthcare group.

The factory-floor capex decision: when CFOs greenlight $1M+ equipment.

Trade spend deduction wars: a CPG CFO playbook to recover 5–15% of profit.

WIP standard-cost variance: where the manufacturing cash is hiding.

Fractional CFO for junior mining producers: capex, JV, royalty.

Interim CFO for oil & gas services during a six-month commodity downturn.

Everything else.

DSO Day 1–100 integration: same-store, add-backs, PMS migration.

A 13-week cash flow forecast template for $20M+ DTC brands.

A 13-week cash flow forecast template for independent hotel groups.

A 13-week cash flow forecast template for DSOs and multi-site medical.

A 13-week cash flow forecast template for mining services groups.

A 13-week cash flow template for oil & gas services.

A 13-week cash flow forecast template for CPG brands in trade cycles.

A 13-week cash flow forecast template for omnichannel retailers.

A quality-of-earnings checklist template for DTC and CPG acquisitions.

The 18-month exit-prep calendar, sequenced by quarter.

The 100-day post-close integration calendar, week by week.

DTC and CPG mid-market M&A multiples — Q2 2026.

Multi-site healthcare M&A multiples — Q2 2026 (DSO, vet, derm).

Manufacturing M&A multiples — Q2 2026 (consumer + industrial).

Mining services M&A multiples — Q2 2026.

The CFO's AI evaluation framework: buy, build, skip in 2026.

The AI agent stack for a $50M CPG brand.

AI agents for inventory and supply chain finance.

AI in M&A diligence — an actual workflow from a Q1 2026 QoE.

Agentic AI in the financial close — what works at $20M–$100M.

AI for mining finance: capex, JV reporting, royalty modelling.

AI for hospitality CFOs: STR reconciliation, OTA cleanup, F&B labor agents.

AI for DSO finance: PMS unification, productivity, payer recon.

SKU profitability for DTC brands — landed cost done right.

Returns reserve — the most-mis-modeled line in DTC finance.

Co-pack vs in-house — the CPG production decision honestly priced.

Provider productivity in DSOs: the single metric that decides everything.

RevPAR married to FP&A — why hotel groups run them in silos.

Labor as % of revenue: the weekly cadence that protects hotel margin.

Buy-side QoE for DTC and CPG — what the QoE actually finds.

Working capital peg defense — the operator's view of the most-fought line.

Customer concentration, churn, and pipeline reality in commercial DD.

Buy-side QoE for multi-site healthcare: same-store, add-backs, payer.

Buy-side QoE for hospitality groups — RevPAR, FF&E, brand, group pace.

Public mining services benchmark: capex intensity vs. margin (Q2 2026).

Hotel REIT benchmarks: GOP, RevPAR, FF&E reserves, capex cycles.

Public DTC unit economics 2026: CAC, gross margin, contribution by tier.

Industrial manufacturing benchmarks: working capital, margin, capex.

Oil & gas services benchmarks: utilization, margin, day-rate elasticity.

Agency utilization and realization: the two metrics that explain margin.

The CIM rebuild — what consumer-brand sellers need vs. their accountants.

What $200M mining services companies get wrong about capex allocation.

Working capital benchmarks for $20–$100M DTC brands, Q2 2026.

The cash flow pattern hiding inside multi-unit RevPAR data.

SOFR, WACC, and what private mid-market deals should reprice to — Q2 2026.

The public-to-private valuation gap, by sector — Q2 2026.

Wage inflation by vertical — Q2 2026.

Public DTC scoreboard — Q2 2026: what the latest 10-Qs reveal.

Retail inventory-to-sales by subsector — Q2 2026.

Hotel REIT margin compression — Q1 2026: the listed cohort signal.

F&B labor vs revenue 2024-2026 — the listed-cohort signal.

Dental and vet supply chain — Q1 2026 listed-cohort read.

Manufacturing inventory and PPI — 2024-2026 mid-market read.

Oil & gas services Q1 2026 scoreboard — frac spreads and capex.

Mining services + metals — Q1 2026.

Multifamily rent + cap rates — Q1 2026: the listed REIT signal.

Agency utilization and margin benchmarks — 2026: the listed peer signal.