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Your challenges, our priorities

 

CONCERNS ABOUT PROFITABILITY

Improve profitability in a volatile cost environment  

Rising input costs, wage pressure, and shifting demand patterns make margin performance harder to sustain. You need to realign cost structures,…

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CAPITAL ALLOCATION CONTROL

Strengthen liquidity and optimize capital structure

Interest rate volatility, refinancing risk, and stakeholder scrutiny demand tighter control over cash, debt, and capital allocation. You need clearer…

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DECISION-MAKING LIMITATIONS

Modernize the finance function to deliver faster insight

Manual processes, fragmented systems, and delayed reporting limit decision speed and confidence. You need a finance function that closes efficiently,…

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ORGANIZATIONAL CHANGE

Navigate strategic transactions and organizational change with confidence

M&A, divestitures, restructuring, and strategic alternatives create opportunity and risk at the same time. You need rigorous financial modeling,…

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RISK AND REGULATORY PRESSURES

Strengthen governance, risk management, and regulatory resilience

Expanding regulatory expectations and fraud exposure increase pressure on financial oversight. You need clear risk frameworks, defensible reporting,…

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Expertise built to deliver

Industries we serve

We support complex, regulated, and capital-intensive industries where financial discipline and operational resilience are critical to enterprise value.

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Why leaders choose us

Our teams include former CFOs, finance executives, restructuring leaders, and risk professionals who have led through margin compression, capital market disruption, regulatory scrutiny, and enterprise transformation. We understand the tradeoffs you face because we have made them ourselves. 

 

We do not operate as external observers. We work as an extension of your leadership team, aligned to outcomes that matter to your board, investors, lenders, regulators, and stakeholders. 

 

Financial transformation cannot happen in silos. Profitability, liquidity, capital structure, risk management, and technology modernization are interdependent. Our integrated model allows you to move faster, reduce risk, and capture value with confidence.

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finance transformation and advisory clients served

Our process drives real results

Our work is designed to produce durable financial impact, not theoretical recommendations.

Transforming technology

From CRM and ERP to AI and more, we help institutions select, implement, and optimize the technologies that power performance. A preferred partner to leading and emerging technology companies, we apply our on-the-ground finance transformation knowledge to ensure your investments work harder for you.

Enterprise performance management (EPM) systems and solutions

Speak with a financial transformation expert

Financial transformation is not theoretical. It is operational, financial, and deeply personal to your leadership team. We bring experienced practitioners who have led finance functions, managed capital strategy, negotiated with lenders and regulators, and delivered measurable performance improvement.

 

Talk to us about:

  • Strengthening profitability and cost structure discipline
  • Improving liquidity, refinancing debt, or optimizing capital allocation
  • Modernizing financial close, reporting, and financial planning and analysis
  • Assessing strategic alternatives, transactions, or restructuring pathways
  • Designing a future-ready finance function
  • Embedding AI, automation, and analytics into finance operations
  • Scaling operations through managed services and staff augmentation to address capacity constraints, reduce backlogs, and stabilize critical finance functions
Philip-Kaplan

Philip Kaplan

Managing Director

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Corporate Finance

Phil is a financial advisory and investment banking expert who brings over 20 years of experience to his work with organizations across the healthcare industry.
John-Bodine

John Bodine

Managing Director

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Corporate Finance

John has over 25 years of experience providing strategic and transaction advisory services to the healthcare industry.
Elaine Yao

Elaine Yao

Managing Director

Elaine has more than 30 years of experience advising clients, including not-for-profit hospital and healthcare systems on strategy, mergers and acquisitions, joint ventures, affiliations, capital markets, capital planning, rating agency, and plan of finance activities.
Cindy Rios

Cindy Rios

Managing Director

Cindy has more than 18 years of leadership experience in complex healthcare environments, which she leverages to help clients drive strategic growth, operational turnarounds, and enterprisewide financial transformation.
Ryan-Bouley

Ryan Bouley

Managing Director

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Co-Leader of Business Advisory

Ryan has more than 20 years of experience guiding businesses, fiduciaries, and stakeholders through difficult and contentious circumstances.
eddie-rogers

Eddie Rogers

Managing Director

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Business Advisory

Eddie helps companies navigate financial and operational transformation by strengthening the Office of the CFO function and driving value creation for stakeholders.
Bill Wicker

Bill Wicker

Managing Director

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Financial Advisory

With over two decades of experience investing in, leading, and advising companies in financial distress, Bill brings a rare combination of analytical rigor, operational insight, and investment judgment to high-stakes situations.