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.