Partnership with Private Equity Sponsors

Enhancing the Office of the CFO for PE Value Creation

Private equity value creation depends on speed, visibility, and confidence in the numbers.  Yet many portfolio companies operate with finance functions that are challenged to keep pace with growth, acquisitions, or sponsor (or lender) reporting demands.  DLA elevates the Office of the CFO by strengthening reporting, controls, and data integrity so sponsors gain real-time performance insight, management teams operate with clarity, and exit outcomes maximized.

We transform accounting, reporting, controls, IT, cybersecurity, and data into reliable operating backbone and construct systems and procedures that deliver real-time visibility into operations, customers, pricing, and cost.

Where DLA Delivers Results

Driving Measurable Value Creation
DLA’s work delivers tangible operational and financial improvements

Accelerate close cycles – faster decisions and sponsor visibility

Improve EBITDA quality through accurate cost capture, normalization support, and disciplined reporting

Improve free cash flow and working capital transparency to support liquidity and lender confidence

Reliable KPI frameworks enabling better pricing, margin, and operational decisions

Reduce audit and diligence disruption through strengthened controls and documentation

Improve lender and investor confidence through consistent, credible reporting

Exit readiness acceleration through early issue identification and remediation

Private Equity Services

Finance Transformation and Portfolio Value Creation

Pain points we solve:
  • Slow, manual process limiting growth
  • Unreliable report and KPI visibility
  • Lack of scalable finance infrastructure
  • Leadership gaps during transitions
How we help:
  • Build scalable finance and accounting infrastructure to support growth and acquisitions
  • Provide interim CFO, controller, and FP&A leadership during transitions or rapid scaling
  • Stand up budgeting, forecasting, and performance analytics to support sponsor oversight
  • Align finance operations with sponsor reporting expectations and standards and board governance needs

Close, Reporting & Data Visibility

Pain points we solve:
  • Month-end close delays
  • Inconsistent KPI definitions
  • Limited visibility into performance drivers – cost, customers, pricing, & operations
  • Unreliable data during lender or diligence reviews 
How we help:
  • Optimize close cycles for faster, cleaner financials
  • Improve reporting accuracy and KPI consistency across management and sponsor reporting
  • Enhance data readiness and analytics to support operational decision-making
  • Align systems and workflows to improve transparency and reporting efficiency

Controls, Compliance & Risk Integration

Pain points we solve:
  • Audit deficiencies and control weaknesses
  • Risk exposure from informal processes
  • Compliance gaps identified during diligence
  • Inefficient workflows causing errors and rework
How we help:
  • Design and strengthen internal controls and improve reliability and reduce operational risk
  • Embed compliance and documentation practices into daily finance workflows
  • Improve audit readiness and reduce disruption during lender or buyer diligence
  • Establish continuous improvement frameworks aligned with sponsor risk priorities

Exit Readiness & Transaction Support

Pain points we solve:
  • Last-minute diligence surprises
  • Weak financial narratives
  • Insufficient data support for projections / valuation
  • Delays in transaction execution 
How we help:
  • Prepare portfolio companies early for exit, refinancing or recapitalization
  • Identify and remediate financial and reporting issues before diligence
  • Strengthen the financial narrative with clear defensible reporting and metrics
  • Support sell-side readiness and diligence processes to accelerate execution and support valuation

Meet the Experts

JOSEPH BAKUTES, CPA

PARTNER
Accounting Advisory
P: 617-960-5084
E: [email protected]

ISABELLE BORDAS, CPA

PARTNER
Accounting Advisory
P: 973-575-1565
E: [email protected]

JIM HINES

PARTNER
Private Equity Vertical
P: 973-575-1565
E: [email protected]

ANDREW SHINN

PARTNER
Private Equity Vertical
P: 973-575-1565
E: [email protected]

JIMMY SOLIS

PARTNER
Head of Operational Accounting Advisory
P: 973-575-1565
E: [email protected]

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