CFO Advisory
Fractional and interim CFO leadership, finance organization design, board reporting, strategic planning, and capital allocation.
Advisory that moves enterprise value.
Ivory Cliff works alongside private equity sponsors and founders to translate investment theses into value creation strategies, bringing operational expertise, technology, and transformation capabilities to the initiatives that improve growth, margin, cash flow, and enterprise value.
Built for middle-market companies and the investors behind them, where one clear operating plan is worth more than a hundred slides.
How we earn a seat at the table.
01
Seasoned finance leadership.
Career CFOs and transformation leads who have owned the close, defended the plan, and answered for the number.
02
A modern finance stack.
Automation, clean data models, and applied AI that shorten reporting cycles and make forecasts worth trusting.
03
Accountable to outcomes.
We remain in the seat until the operating rhythm holds and the improvement is visible in the financials.
Platform
Capabilities that carry from plan to proof.
Finance Transformation
Reporting, forecasting, FP&A, systems implementation, close optimization, internal controls, and scalable data infrastructure.
Operational Improvement
EBITDA lift through pricing, cost reduction, procurement, process redesign, and organizational efficiency — executed with management.
Performance Management
KPI frameworks, executive dashboards, forecasting processes, and operating cadences that give leadership real-time visibility.
Cash Flow & Working Capital
Cash forecasting, working capital optimization, receivables and payables management, and inventory discipline.
AI-Enabled Finance
Automation and advanced analytics that accelerate reporting, improve forecast accuracy, and turn financial data into decisions.
Value creation dashboard
Every initiative, measured in the P&L.
A representative operating view from a sponsor-backed engagement — the same cadence we stand up in the first 90 days.
ARR
$48.2M+22.4%
Run-rate revenue, trailing 3 mo.
Adj. EBITDA Margin
24.1%+610 bps
vs. entry baseline
Working Capital Freed
$9.4M+18 days
Cash conversion cycle
Close Cycle
5 days-9 days
Month-end close time
EBITDA bridge — entry to current ($M)
FY24 → LTM18.0
+3.4
+2.1
+1.6
−0.9
24.2
Entry EBITDA
Pricing
Procurement
Process redesign
Mix / churn
Current EBITDA
Our approach
An operator's hands. An investor's discipline.
We embed with leadership rather than report from outside it. Interim CFO coverage, a finance rebuild, a sponsor's value creation plan, or a company being readied for capital or exit — the work is hands-on and the results are measured.
Each engagement starts with a candid financial and operational read and lands on a roadmap: defined initiatives, named owners, measurable KPIs, and a cadence that survives the quarter. Experience, rigor, and modern tooling pointed squarely at margin, cash, and durable enterprise value.
Who we serve
Private Equity Sponsors
Value creation planning, portfolio company transformation, operating partner support, and pre- and post-acquisition execution.
Founders & Management Teams
Institutional-quality finance leadership and operational transformation to scale high-growth businesses.
Family Offices
Strategic finance, operational oversight, and performance improvement across direct investments.
Independent Sponsors & Search Funds
Deal-side diligence support and post-close finance build-out for acquirers operating without an in-house operating team.
Unlock the next phase of growth.
Tell us where you want to take the business and where execution is falling short. We'll identify the opportunities to improve performance and accelerate value creation.
Contact us