Financial intelligence for portfolio companies built to perform.
We become the financial extension that portfolio companies rely on – with accurate reporting, strengthened controls, and improved decision-making.
100+ companies who’ve let us into their financial world
What holds back most portfolio companies, before we fix it
“We need reporting our PE partners can trust.”
Portfolio companies require tight, consistent, investor-grade reporting to meet board expectations.
“We’re under pressure to improve margins fast, but we don’t know where to start.”
Unclear numbers hide operational inefficiencies, making it hard to improve EBITDA, reduce spend, or drive value creation.
“We can’t stay ahead of the audits, reviews, and compliance work.”
Frequent audits, lender reviews, and reporting cycles overwhelm lean finance teams and pull focus from execution.
“We need a finance partner who understands PE pace.”
Portfolio companies move fast, plus require forecasting, reporting, and insights that match investor urgency and timelines.
The financial
partnership portfolio
companies need to
scale
Outsourced
Accounting
A stable financial foundation built on accuracy, timeliness, and clean operational processes.
Bookkeeping & daily transactions
AP/AR management
Payroll reconciliation
Month-end close
Basic financial reporting
Accounting clean-up & catch-up
Tax liaison
Tech stack implementation
Controller
Financial oversight, structure, and controls that support growing operational complexity.
Prepare & analyze financial reports
Budgeting & forecasting
Internal controls
Methodology upgrades: cash > accrual > GAAP
Financial compliance
Audit readiness & coordination
Multi-entity consolidation
Fractional
CFO
Forward-looking leadership to shape financial strategy and support key decisions as you scale.
Financial planning & analysis (FP&A)
Treasury / cap table management
Strategic planning
Cash-flow projections
Capital allocation
Capital raises
KPIs / process improvement
Strategic thought partner for CEOs
Board meeting prep & participation
Custom
Solutions
Flexible consulting & support tailored to your business and financial needs.
Finance team recruiting & hiring support
Interim finance leadership
Engagement model restructuring
Affiliate & alliance partnerships
Systems architecture & tooling recommendations
Data hygiene, process audits & redesign
What teams tell us after a few months together
“Working with Quadrant feels like having an internal accounting and finance team that’s fully aligned with our goals.”
LDR Growth Partners needed financial systems that could keep up with a fast-scaling portfolio. Across six companies, Quadrant reduced close times by 40%, built investor-ready reporting, fixed fragmented systems, and stabilized post-acquisition integrations.
Everything we handle to keep your
books running right
Investor-Grade Financial Transparency
Clean, consistent, GAAP-aligned visibility into revenue, margins, and performance across business units, giving PE partners the confidence that your numbers are airtight and decision-ready.
Cash Flow & Working Capital Management
Stronger liquidity built on disciplined billing, timely collections, and tighter AP/AR cycles – helping you stabilize cash flow, support growth initiatives, and weather unexpected swings.
Cost Discipline & Operational Efficiency
With sharper visibility into unit economics, cost drivers, and inefficiencies, we tighten controls, improve throughput, and help you expand margins under PE timelines.
Profitability & Performance Insight
Clarity on product-line, segment, and customer-level profitability, so you know exactly where value is created, where it’s eroded, and where to double down.
Back-Office & Reporting Infrastructure
A finance engine that scales with you – we streamline workflows, reduce manual errors, improve close timelines, and build reporting processes PE partners can rely on every month.
Strategic Financial
Leadership
Forward-looking FP&A support – budgeting, forecasting, KPI modeling, and scenario planning – that align your growth plan with investor expectations.
Whether you build, scale, or transform,
we’re built for you
Software & SaaS
Tech-Enabled Services
Industrial & Manufacturing
Healthcare & Life Sciences
Consumer Products & Retail
Logistics & Supply Chain
Facilities & Field Services
B2B Services
Construction & Trades
Aerospace & Defense Suppliers
Business Process Outsourcing (BPO)
Food & Beverage Brands
Specialty Distribution
Security & Compliance Services
Transportation
Professional Services
E-commerce & Marketplaces
Renewable Energy & CleanTech
Education & Training Providers
Franchises & Multi-Location Operators
Strong finances don’t
happen by accident.
We help you build them, one quadrant at a time.