Client Success
Treasury Diagnostic for a $600 Million Manufacturer
The FECG was asked by the company’s internal auditor to review their treasury operations for efficiency and control.
As a result, The FECG was able to assure the company that their assets were being adequately safeguarded while suggesting several instances where the company could reduce expense.
Risk Management Software Analysis Multi-Billion Dollar Software Manufacturer
The FECG was asked to identify state of the art software which could minimize a financial institution’s credit and market risk.
As a result, The FECG was able to assist the client acquire software which made it more competitive.
Change Banking Relationships for a $500 Million Manufacturer
The FECG was asked by the client to set up a series of new procedures to reduce bank costs and improve liquidity.
As a result, The FECG was able to assist the company choose a new bank and put in place procedures to minimize net interest expense under its new borrowing relationship.
Acquire and Implement Treasury Technology for a $2 Billion Media Company
The FECG was asked by the company’s treasurer to assist it acquire then implement a treasury workstation to allow the company to prepare a cash position, track debt and track the company’s banking relationships.
The FECG completed the RFP, negotiated the contract and implemented all needed features on time and on budget.
As a result, the client was able to enhance their use of cash and reduce operational costs associated with un-invested cash and back office control of transactions.
Recent Client Engagements
Apothecare Pharmacy LLC (Brockton, MA)
- Private Equity owned pharmacy supplier to the long-term care marketplace: residential programs, assisted living communities and hospice.
Sourced an Interim Chief Financial Officer; candidate hired permanently instead.
ATC Healthcare (Lake Success, New York)
- Privately held Healthcare & Staffing Services company.
Sourced an Interim Controller for a 9-month ERP/Workday implementation.
Barrett-Jackson Auction Company (Scottsdale, Arizona)
- Family Office.
Sourced a Director/Chief Financial Officer; “tryout to permanent”; candidate hired permanently.
Beyond Air (Garden City, New York)
- NADAQ listed medical device and biopharmaceutical company.
Sourced a Chief Financial Officer.
Black Diamond Advanced Technology (Chandler, AZ)
- Private Equity owned company specializing in electronics for the Defense industry.
Sourced a Controller.
Cartegraph Systems, Inc. (Dubuque, IA)
- Private Equity owned company offering data collection, software integration, payment, operations management and analytics services.
Sourced an Interim Chief Financial Officer; “tryout to permanent”; candidate hired permanently.
Comstock Mining, Inc. (Reno, NV)
- NYSE Gold and silver mining company.
Sourced a local Corporate Controller.
Cumming Group (Westport, CT)
- Private Equity owned company specializing in project and cost management across multiple client industries.
Sourced a Controller.
Digitech Computer, Inc. (Chappaqua, NY)
- Private Equity owned company specializing in EMS Billing Services and Technology.
Sourced an Interim Chief Financial Officer; assisted in upgrading financial policies and procedures.
Dominion Diagnostics (North Kingstown, RI)
- Private Equity owned Clinical Laboratory.
Sourced a Chief Financial Officer.
Drake Software (Franklin, NC)
- Private Equity owned SaaS firm providing top-tier professional tax preparation software.
Sourced a Financial Planning & Analysis Consultant; guided budget and 3-year planning process for new Private Equity owners.
FranchiseSource Brands International (Southbury, Connecticut)
- Privately held multi-brand franchisor specializing in franchise coaching, business coaching, marketing coaching, expense reduction and home decor.
Sourced a Fractional Chief Financial Officer.
HighRadius Corporation (Houston TX)
- Privately held company specializing in optimizing order to cash policies and procedures via use of AI based technology.
The FECG acted as a thought leader to the Office of the Chairman; provided cash flow optimization strategies for Treasury department.
HMI Performance Incentives (Norwood, MA)
- Privately held 50-person Performance Incentive B2B Marketing Agency.
Sourced a remote Part-Time Chief Financial Officer; converted Consultant’s contract to the firm.
Inrad Optics, Inc. (Northvale, NJ)
- OTC vertically-integrated photonics manufacturer.
Sourced a Chief Financial & Administrative Officer; covered a retirement.
KFT Partners, LP (Cody, WY)
- Family Office.
Sourced a Chief Financial Officer/Chief Operating Officer/Chief Information Officer.
Nardello & Company, LLC (New York, NY)
- Privately held consulting firm specializing in investigations, due diligence and litigation support.
Sourced a Chief Financial Officer; covered a resignation.
Noven, Inc. (Houston, TX)
- Privately held newly formed Oil & Gas related “IoT” company.
Sourced a Part-Time Financial Controller.
O’Sullivan Communications (West Caldwell, NJ)
- Privately held middle market specialty printing and language translation company.
Sourced an Interim Accounting Manager; lead a systems conversion from MAS 90 to Sage 100.
OpenGate Capital (Los Angeles, CA)
- Private Equity Group focused on the lower-to-middle market across North America and Europe.
Sourced a remote Controller.
Path Medical (Fort Lauderdale, FL)
- Private Equity owned company managing 30 rehabilitation care facilities throughout South Florida.
Sourced a Chief Financial Officer.
Prophix Software Inc. (Mississauga, ON, Canada)
- Private Equity owned company specializing in CRM Software.
The FECG acted as a thought leader on the use of corporate performance management software for budgeting, forecasting, planning and reporting.
Protera Technologies, LLC (Westchester, IL)
- Private Equity owned company offering SAP cloud services, SAP HANA migration and other end-to-end IT solutions and managed services for businesses.
Sourced an Interim Controller.
Reeds Inc. (Norwalk, CT)
- NASDAQ listed Consumer Packaged Goods company that makes beverages and confectionaries using natural methods and fresh ingredients.
Sourced an Interim Controller; “tryout to permanent”; moved their accounting operation from Los Angeles; hired permanently.
Royston Group (Atlanta, GA)
- Private Equity owned industry leader in the custom outfitting of retail and laboratory environments and in the production of exterior signage.
Sourced a Chief Financial Officer. Also sourced Interim Controllers for their Knoxville, TN and Birmingham, AL manufacturing facilities.
Scotiabank (Toronto, Canada)
- NYSE listed financial institution.
The FECG assisted in optimizing their Controllership function.
SmartCare LLC (Salt Lake City, UT & Las Vegas, NV)
- Private Equity owned SaaS provider of Child Care Center Management software.
Sourced a remote Finance Manager to transfer ownership to another Private Equity sponsor.
Stark Office Suites (White Plains, NY)
- Privately held Real Estate Firm with 11 locations in Manhattan, Westchester County and Connecticut.
Sourced a Controller.
Surefit Home Décor & Protect-A-Bed (Wheeling, IL)
- Private Equity owned textile manufacturing and distribution company.
Sourced an Interim Vice President of Finance; engaged “tryout to permanent”; hired permanently.
Suzzohapp, Inc. (Mount Prospect, IL)
- Private Equity owned company specializing in the manufacturing and distribution of gaming, amusement, and sports betting products.
Sourced a Controller for a subsidiary in France.
Terra Capital Partners (New York, NY)
- Privately held Real Estate Investment Manager who deploys capital with a credit focus across property types, markets and securities.
Sourced a remote Interim Controller to cover a maternity leave.
Whitaker Corporation (New Kensington, PA)
- Privately held religious book publisher and printer.
Sourced a Controller.
