Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales

Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales Client Situation A publicly traded operating software provider became involved in litigation. The company lost certain litigation claims that required it to file for bankruptcy protection and was seeking to reorganize itself and emerge successfully from bankruptcy. At the time of filing for bankruptcy protection, existing senior financial management and other key accounting personnel departed, leaving [...]

Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales2020-01-15T00:20:57+00:00

Fleet Management Telematics Service Provider Successfully Achieves Rapid Growth Scalability

Fleet Management Telematics Service Provider Successfully Achieves Rapid Growth Scalability Client Situation A rapidly growing Software as a Service fleet telematics provider was facing the envious problem of how to effectively scale the business to handle rapid growth. The company had just turned the corner to profitability, yet Key Performance Indicators (“KPI’s”) were non-existent. This lack of an essential performance monitoring tool was the root cause of over-hiring followed [...]

Fleet Management Telematics Service Provider Successfully Achieves Rapid Growth Scalability2020-01-15T00:26:53+00:00

SOX Compliance and Cyber-Risk Improvements for Public Holding Company during Acquisition

SOX Compliance and Cyber-Risk Improvements for Public Holding Company during Acquisition Client Situation A public, $400 million revenue parent holding company with three operating entities was under a crucial external auditing schedule to maintain Sarbanes-Oxley compliance. Mid-year, the company’s security manager and controls analyst departed, leaving the parent company to meet SOX compliance, improve cyber-risk and response capabilities across all three entities and complete the acquisition of a fourth [...]

SOX Compliance and Cyber-Risk Improvements for Public Holding Company during Acquisition2020-01-15T00:27:40+00:00

Privately held B2B Software Company Completes Transition to PE Ownership

Privately held B2B Software Company Completes Transition to PE Ownership Client Situation A well-established, privately-held B2B software company completed the sale of majority interest in the company to a private equity firm. Having never been required to operate in a GAAP-compliant environment or subjected to a formal audit, the company needed assistance in completing various transitions of financial processes required by, and satisfactory to, a PE investor. This included [...]

Privately held B2B Software Company Completes Transition to PE Ownership2020-01-15T00:29:29+00:00

Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround

Client Situation A leading company in a rapidly growing segment of the software-as-a-service (SaaS) industry acquired its primary competitor to gain market share and economies of scale. The chosen headquarters location for the combined company had left it without a CFO and only remnants of a finance and accounting staff to integrate and manage the financial functions of the combined business. The new ERP system implementation for the combined [...]

Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround2020-01-15T00:34:24+00:00

Tech Company Finances Significant Growth through Convertible Debt

Tech Company Finances Significant Growth through Convertible Debt Client Situation A public company in the online marketing services and technology business was growing at a very strong rate. Its net revenue had grown an average of 177 percent per year over the prior three years. It was also very profitable, with operating income growing an average of 195 percent per year over the same period. The company needed additional [...]

Tech Company Finances Significant Growth through Convertible Debt2020-01-15T00:36:00+00:00

Global Internet Corporation Returns to Viability through Strategic Planning Process

Global Internet Corporation Returns to Viability through Strategic Planning Process Client Situation A global Internet security company was going to roll out a converged product that would replace multiple existing hardware and software products with a single hardware platform and a single software platform. The company hired a new CEO, now a NextLevel partner, to lead this effort. During the engineering review process it became apparent that the converged [...]

Global Internet Corporation Returns to Viability through Strategic Planning Process2020-01-15T21:36:45+00:00

Technology Services Business Grows 60 Percent Annually after Dot-Com Bust

Technology Services Business Grows 60 Percent Annually after Dot-Com Bust Client Situation A public digital marketing and technology services business was poised for growth again after losing almost half its revenue in less than a year during the dot-com crash. The company added two complementary businesses to their legacy service and began to grow rapidly. As they grew, their infrastructure, including accounting and information systems, became inadequate for the [...]

Technology Services Business Grows 60 Percent Annually after Dot-Com Bust2020-01-15T21:37:47+00:00
Go to Top