Sparkle

OUR SERVICES

Sparkle

Financial & Operational Advisory Services

Grounded in decades of experience, our advisory services help companies identify and unlock sources of value across finance and operations. Each service can be engaged independently to address a specific business need or combined with other services to support more complex initiatives.

Strategic Advisory

We serve as a trusted advisor to CEOs, boards, and private equity sponsors on the decisions that shape enterprise value. Engagements begin with an assessment of your competitive position, financial performance, and strategic options, informed by business valuation and capital structure analysis. From there, we develop long-range financial plans, evaluate profitability and growth opportunities, and model scenarios to inform strategic decision-making. We help leadership assess M&A opportunities and strategic alternatives, providing both strategic guidance and hands-on execution support through complex transactions, critical business decisions, and periods of change.

Deliverables: A strategic plan with prioritized initiatives, long-range financial forecasts and scenario analyses, valuation and capital structure analysis, board-ready recommendations, and implementation support tailored to the engagement.

Strategic Advisory

We serve as a trusted advisor to CEOs, boards, and private equity sponsors on the decisions that shape enterprise value. Engagements begin with an assessment of your competitive position, financial performance, and strategic options, informed by business valuation and capital structure analysis. From there, we develop long-range financial plans, evaluate profitability and growth opportunities, and model scenarios to inform strategic decision-making. We help leadership assess M&A opportunities and strategic alternatives, providing both strategic guidance and hands-on execution support through complex transactions, critical business decisions, and periods of change.

Deliverables: A strategic plan with prioritized initiatives, long-range financial forecasts and scenario analyses, valuation and capital structure analysis, board-ready recommendations, and implementation support tailored to the engagement.

Strategic Advisory

We serve as a trusted advisor to CEOs, boards, and private equity sponsors on the decisions that shape enterprise value. Engagements begin with an assessment of your competitive position, financial performance, and strategic options, informed by business valuation and capital structure analysis. From there, we develop long-range financial plans, evaluate profitability and growth opportunities, and model scenarios to inform strategic decision-making. We help leadership assess M&A opportunities and strategic alternatives, providing both strategic guidance and hands-on execution support through complex transactions, critical business decisions, and periods of change.

Deliverables: A strategic plan with prioritized initiatives, long-range financial forecasts and scenario analyses, valuation and capital structure analysis, board-ready recommendations, and implementation support tailored to the engagement.

See client impact →

Performance Improvement / Value Creation

We work alongside management teams and PE sponsors to identify opportunities to grow EBITDA, release cash, and increase enterprise value. For PE portfolios and companies with multiple business units, we can begin with a high-level portfolio diagnostic, screening Quote-to-Cash (Q2C), Procure-to-Pay (P2P), and Forecast-to-Fulfill (F2F) performance across portfolio companies or business units. The diagnostic ranks opportunities by category and company or business unit and estimates their value, helping leadership select where to launch value creation projects.

For individual companies or selected business units, we conduct a deeper operational diagnostic, using industry benchmarks to pinpoint performance gaps and validate the estimated opportunities. We then build and implement a prioritized performance improvement or value creation plan (VCP), combining cost reduction, procurement improvements, working capital optimization, and opportunities to strengthen pricing and margins.

Deliverables:

Portfolio / Business Unit Diagnostic: A high-level assessment of Q2C, P2P, and F2F performance, delivering a ranked set of opportunities with estimated value by category and portfolio company or business unit.

Phase 1 – Assessment: An operational assessment and a prioritized performance improvement or value creation plan (VCP).

Phase 2 – Implementation: Execution of the plan, with clear ownership and KPI dashboards to track results and realized benefits.

Phase 3 – Sustainability: A structured transition, with your team trained and equipped to sustain the gains.

Performance Improvement / Value Creation

We work alongside management teams and PE sponsors to identify opportunities to grow EBITDA, release cash, and increase enterprise value. For PE portfolios and companies with multiple business units, we can begin with a high-level portfolio diagnostic, screening Quote-to-Cash (Q2C), Procure-to-Pay (P2P), and Forecast-to-Fulfill (F2F) performance across portfolio companies or business units. The diagnostic ranks opportunities by category and company or business unit and estimates their value, helping leadership select where to launch value creation projects.

For individual companies or selected business units, we conduct a deeper operational diagnostic, using industry benchmarks to pinpoint performance gaps and validate the estimated opportunities. We then build and implement a prioritized performance improvement or value creation plan (VCP), combining cost reduction, procurement improvements, working capital optimization, and opportunities to strengthen pricing and margins.

Deliverables:

Portfolio / Business Unit Diagnostic: A high-level assessment of Q2C, P2P, and F2F performance, delivering a ranked set of opportunities with estimated value by category and portfolio company or business unit.

Phase 1 – Assessment: An operational assessment and a prioritized performance improvement or value creation plan (VCP).

Phase 2 – Implementation: Execution of the plan, with clear ownership and KPI dashboards to track results and realized benefits.

Phase 3 – Sustainability: A structured transition, with your team trained and equipped to sustain the gains.

Performance Improvement / Value Creation

We work alongside management teams and PE sponsors to identify opportunities to grow EBITDA, release cash, and increase enterprise value. For PE portfolios and companies with multiple business units, we can begin with a high-level portfolio diagnostic, screening Quote-to-Cash (Q2C), Procure-to-Pay (P2P), and Forecast-to-Fulfill (F2F) performance across portfolio companies or business units. The diagnostic ranks opportunities by category and company or business unit and estimates their value, helping leadership select where to launch value creation projects.

For individual companies or selected business units, we conduct a deeper operational diagnostic, using industry benchmarks to pinpoint performance gaps and validate the estimated opportunities. We then build and implement a prioritized performance improvement or value creation plan (VCP), combining cost reduction, procurement improvements, working capital optimization, and opportunities to strengthen pricing and margins.

Deliverables:

Portfolio / Business Unit Diagnostic: A high-level assessment of Q2C, P2P, and F2F performance, delivering a ranked set of opportunities with estimated value by category and portfolio company or business unit.

Phase 1 – Assessment: An operational assessment and a prioritized performance improvement or value creation plan (VCP).

Phase 2 – Implementation: Execution of the plan, with clear ownership and KPI dashboards to track results and realized benefits.

Phase 3 – Sustainability: A structured transition, with your team trained and equipped to sustain the gains.

See client impact →

Transaction Support

We work alongside business owners, management teams, and private equity sponsors to prepare businesses for sale, evaluate acquisitions, assess value, and integrate acquired companies. Our transaction support services can be engaged independently or combined to meet the needs of each transaction.

Sell-Side Diligence

Preparing businesses for buyer scrutiny and a well-managed sale process.

  • Assess financial reporting, historical performance, and transaction readiness

  • Normalize earnings, analyze adjusted EBITDA, and evaluate earnings quality

  • Analyze net working capital and debt-like items

  • Organize the data room and supporting documentation

  • Anticipate buyer questions and address diligence issues

  • Support responses to buyer findings and negotiations through close

Buy-Side Diligence

Evaluating the financial and commercial assumptions underlying an acquisition.

  • Review the target’s financial performance, earnings quality, and business model

  • Assess adjusted EBITDA, working capital, and other potential purchase price adjustments

  • Analyze historical and projected cash flow, capital requirements, and debt-like items

  • Evaluate market dynamics, competitive position, and business plan assumptions

  • Identify transaction risks and potential synergy opportunities

  • Present findings to inform pricing, deal terms, and the acquisition decision

Valuation

Assessing business value to inform transaction decisions.

  • Define the purpose, scope, and basis of the valuation

  • Review historical financial performance and forecasts

  • Identify key value drivers and assess underlying assumptions

  • Develop financial projections and valuation scenarios

  • Apply appropriate valuation methodologies and market benchmarks

  • Present conclusions to inform pricing and negotiations

Acquisition Integration

Turning transaction rationale into an executable plan and measurable results.

  • Confirm integration objectives and synergy targets

  • Assess the businesses’ finance functions, operations, and systems

  • Develop Day 1 priorities and a phased integration roadmap

  • Establish workstreams, accountability, and reporting

  • Develop financial forecasts and models to evaluate integration costs and anticipated synergies

  • Execute integration initiatives and track synergy realization

  • Transition ownership to management to sustain the benefits

Deliverables: Financial and commercial diligence findings, earnings quality and adjusted EBITDA analysis, valuation and scenario models, transaction-ready supporting materials, and integration roadmaps with synergy tracking, tailored to the engagement.

When internal finance teams lack dedicated M&A experience or capacity, we can also provide experienced financial leadership to help manage transaction execution while maintaining continuity in day-to-day operations.

Transaction Support

We work alongside business owners, management teams, and private equity sponsors to prepare businesses for sale, evaluate acquisitions, assess value, and integrate acquired companies. Our transaction support services can be engaged independently or combined to meet the needs of each transaction.

Sell-Side Diligence

Preparing businesses for buyer scrutiny and a well-managed sale process.

  • Assess financial reporting, historical performance, and transaction readiness

  • Normalize earnings, analyze adjusted EBITDA, and evaluate earnings quality

  • Analyze net working capital and debt-like items

  • Organize the data room and supporting documentation

  • Anticipate buyer questions and address diligence issues

  • Support responses to buyer findings and negotiations through close

Buy-Side Diligence

Evaluating the financial and commercial assumptions underlying an acquisition.

  • Review the target’s financial performance, earnings quality, and business model

  • Assess adjusted EBITDA, working capital, and other potential purchase price adjustments

  • Analyze historical and projected cash flow, capital requirements, and debt-like items

  • Evaluate market dynamics, competitive position, and business plan assumptions

  • Identify transaction risks and potential synergy opportunities

  • Present findings to inform pricing, deal terms, and the acquisition decision

Valuation

Assessing business value to inform transaction decisions.

  • Define the purpose, scope, and basis of the valuation

  • Review historical financial performance and forecasts

  • Identify key value drivers and assess underlying assumptions

  • Develop financial projections and valuation scenarios

  • Apply appropriate valuation methodologies and market benchmarks

  • Present conclusions to inform pricing and negotiations

Acquisition Integration

Turning transaction rationale into an executable plan and measurable results.

  • Confirm integration objectives and synergy targets

  • Assess the businesses’ finance functions, operations, and systems

  • Develop Day 1 priorities and a phased integration roadmap

  • Establish workstreams, accountability, and reporting

  • Develop financial forecasts and models to evaluate integration costs and anticipated synergies

  • Execute integration initiatives and track synergy realization

  • Transition ownership to management to sustain the benefits

Deliverables: Financial and commercial diligence findings, earnings quality and adjusted EBITDA analysis, valuation and scenario models, transaction-ready supporting materials, and integration roadmaps with synergy tracking, tailored to the engagement.

When internal finance teams lack dedicated M&A experience or capacity, we can also provide experienced financial leadership to help manage transaction execution while maintaining continuity in day-to-day operations.

Transaction Support

We work alongside business owners, management teams, and private equity sponsors to prepare businesses for sale, evaluate acquisitions, assess value, and integrate acquired companies. Our transaction support services can be engaged independently or combined to meet the needs of each transaction.

Sell-Side Diligence

Preparing businesses for buyer scrutiny and a well-managed sale process.

  • Assess financial reporting, historical performance, and transaction readiness

  • Normalize earnings, analyze adjusted EBITDA, and evaluate earnings quality

  • Analyze net working capital and debt-like items

  • Organize the data room and supporting documentation

  • Anticipate buyer questions and address diligence issues

  • Support responses to buyer findings and negotiations through close

Buy-Side Diligence

Evaluating the financial and commercial assumptions underlying an acquisition.

  • Review the target’s financial performance, earnings quality, and business model

  • Assess adjusted EBITDA, working capital, and other potential purchase price adjustments

  • Analyze historical and projected cash flow, capital requirements, and debt-like items

  • Evaluate market dynamics, competitive position, and business plan assumptions

  • Identify transaction risks and potential synergy opportunities

  • Present findings to inform pricing, deal terms, and the acquisition decision

Valuation

Assessing business value to inform transaction decisions.

  • Define the purpose, scope, and basis of the valuation

  • Review historical financial performance and forecasts

  • Identify key value drivers and assess underlying assumptions

  • Develop financial projections and valuation scenarios

  • Apply appropriate valuation methodologies and market benchmarks

  • Present conclusions to inform pricing and negotiations

Acquisition Integration

Turning transaction rationale into an executable plan and measurable results.

  • Confirm integration objectives and synergy targets

  • Assess the businesses’ finance functions, operations, and systems

  • Develop Day 1 priorities and a phased integration roadmap

  • Establish workstreams, accountability, and reporting

  • Develop financial forecasts and models to evaluate integration costs and anticipated synergies

  • Execute integration initiatives and track synergy realization

  • Transition ownership to management to sustain the benefits

Deliverables: Financial and commercial diligence findings, earnings quality and adjusted EBITDA analysis, valuation and scenario models, transaction-ready supporting materials, and integration roadmaps with synergy tracking, tailored to the engagement.

When internal finance teams lack dedicated M&A experience or capacity, we can also provide experienced financial leadership to help manage transaction execution while maintaining continuity in day-to-day operations.

See client impact →

Start-Up Launch

We help founders turn promising business concepts into operationally and financially viable companies. Each engagement begins with an assessment of the business model, market opportunity, capital requirements, and launch priorities. From there, we develop financial projections, startup budgets, operating models, and the organizational infrastructure needed to support execution and growth. We assist with business planning, financial systems, financing strategy, and operational processes, working alongside founders to navigate critical decisions and establish a strong foundation. When capital raising is part of the engagement, we also support investor readiness, financing materials, and execution of the capital raising process.

Deliverables: A business and launch plan, startup budgets and financial projections, capital requirements analysis, financial and operational infrastructure, investor-ready materials and capital raising support where applicable, and an actionable roadmap for launch and early-stage growth.

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Capital Raising

We help companies assess their capital needs, strengthen financial readiness, and secure financing on appropriate terms. Each engagement begins with an evaluation of your capital requirements, historical financial performance, earnings quality, and optimal capital structure. From there, we develop financial forecasts, scenario analyses, and investor-ready models and presentations, incorporating adjusted EBITDA analysis where appropriate. We advise throughout the financing process, including senior debt, mezzanine financing, growth equity, and refinancing, helping you evaluate options, compare terms, and prepare for discussions with lenders and investors through negotiation and close.

Deliverables: A financing strategy, financial performance and adjusted EBITDA analysis, financial forecasts and scenario models, investor-ready financial and presentation materials, and advisory support through close.

Capital Raising

We help companies assess their capital needs, strengthen financial readiness, and secure financing on appropriate terms. Each engagement begins with an evaluation of your capital requirements, historical financial performance, earnings quality, and optimal capital structure. From there, we develop financial forecasts, scenario analyses, and investor-ready models and presentations, incorporating adjusted EBITDA analysis where appropriate. We advise throughout the financing process, including senior debt, mezzanine financing, growth equity, and refinancing, helping you evaluate options, compare terms, and prepare for discussions with lenders and investors through negotiation and close.

Deliverables: A financing strategy, financial performance and adjusted EBITDA analysis, financial forecasts and scenario models, investor-ready financial and presentation materials, and advisory support through close.

Capital Raising

We help companies assess their capital needs, strengthen financial readiness, and secure financing on appropriate terms. Each engagement begins with an evaluation of your capital requirements, historical financial performance, earnings quality, and optimal capital structure. From there, we develop financial forecasts, scenario analyses, and investor-ready models and presentations, incorporating adjusted EBITDA analysis where appropriate. We advise throughout the financing process, including senior debt, mezzanine financing, growth equity, and refinancing, helping you evaluate options, compare terms, and prepare for discussions with lenders and investors through negotiation and close.

Deliverables: A financing strategy, financial performance and adjusted EBITDA analysis, financial forecasts and scenario models, investor-ready financial and presentation materials, and advisory support through close.

See client impact →

Interim Management

When a business faces a leadership gap, transition, or turnaround, we provide experienced interim financial and operational executives who can step in quickly and lead from day one. Each engagement begins with a rapid assessment of the business and its immediate priorities. Our interim leaders stabilize operations, strengthen financial controls and reporting, and maintain momentum on strategic initiatives. Depending on the engagement, we also develop budgets, rolling forecasts, KPI dashboards, and management reporting systems to improve financial visibility and operational performance. Throughout the transition, we provide steady executive leadership while supporting the search for, onboarding of, and structured handover to permanent management.

Deliverables: A 30/60/90-day stabilization plan, interim executive leadership, financial budgets and forecasts, management reporting and KPI dashboards, operational improvements, and a structured handover to permanent management, tailored to the engagement.

Interim Management

When a business faces a leadership gap, transition, or turnaround, we provide experienced interim financial and operational executives who can step in quickly and lead from day one. Each engagement begins with a rapid assessment of the business and its immediate priorities. Our interim leaders stabilize operations, strengthen financial controls and reporting, and maintain momentum on strategic initiatives. Depending on the engagement, we also develop budgets, rolling forecasts, KPI dashboards, and management reporting systems to improve financial visibility and operational performance. Throughout the transition, we provide steady executive leadership while supporting the search for, onboarding of, and structured handover to permanent management.

Deliverables: A 30/60/90-day stabilization plan, interim executive leadership, financial budgets and forecasts, management reporting and KPI dashboards, operational improvements, and a structured handover to permanent management, tailored to the engagement.

Interim Management

When a business faces a leadership gap, transition, or turnaround, we provide experienced interim financial and operational executives who can step in quickly and lead from day one. Each engagement begins with a rapid assessment of the business and its immediate priorities. Our interim leaders stabilize operations, strengthen financial controls and reporting, and maintain momentum on strategic initiatives. Depending on the engagement, we also develop budgets, rolling forecasts, KPI dashboards, and management reporting systems to improve financial visibility and operational performance. Throughout the transition, we provide steady executive leadership while supporting the search for, onboarding of, and structured handover to permanent management.

Deliverables: A 30/60/90-day stabilization plan, interim executive leadership, financial budgets and forecasts, management reporting and KPI dashboards, operational improvements, and a structured handover to permanent management, tailored to the engagement.

See client impact →

Restructuring

For companies facing liquidity pressure, covenant breaches, or sustained underperformance, we provide restructuring and turnaround advisory focused on managing risk and preserving value. In high-pressure situations, we bring a steady hand and composure, restoring confidence among lenders, employees, and suppliers while the business stabilizes. We start with a 13-week cash flow forecast and liquidity assessment, then evaluate financial and operational restructuring and balance sheet recapitalization. We negotiate amendments, forbearance, and refinancing with creditors and other stakeholders, and work with management and the board to restore financial stability and sustainable performance.

Deliverables: A 13-week cash flow model, a restructuring plan with stakeholder recommendations, and negotiated agreements with lenders and creditors.

Restructuring

For companies facing liquidity pressure, covenant breaches, or sustained underperformance, we provide restructuring and turnaround advisory focused on managing risk and preserving value. In high-pressure situations, we bring a steady hand and composure, restoring confidence among lenders, employees, and suppliers while the business stabilizes. We start with a 13-week cash flow forecast and liquidity assessment, then evaluate financial and operational restructuring and balance sheet recapitalization. We negotiate amendments, forbearance, and refinancing with creditors and other stakeholders, and work with management and the board to restore financial stability and sustainable performance.

Deliverables: A 13-week cash flow model, a restructuring plan with stakeholder recommendations, and negotiated agreements with lenders and creditors.

Restructuring

For companies facing liquidity pressure, covenant breaches, or sustained underperformance, we provide restructuring and turnaround advisory focused on managing risk and preserving value. In high-pressure situations, we bring a steady hand and composure, restoring confidence among lenders, employees, and suppliers while the business stabilizes. We start with a 13-week cash flow forecast and liquidity assessment, then evaluate financial and operational restructuring and balance sheet recapitalization. We negotiate amendments, forbearance, and refinancing with creditors and other stakeholders, and work with management and the board to restore financial stability and sustainable performance.

Deliverables: A 13-week cash flow model, a restructuring plan with stakeholder recommendations, and negotiated agreements with lenders and creditors.

See client impact →

Additional Services

AI-Enabled Business Transformation

We begin with an AI readiness assessment, mapping your operations, data infrastructure, and workflows to identify where artificial intelligence, machine learning, and process automation can reduce operating costs, accelerate decision-making, or unlock new revenue streams. Use cases are then prioritized by value and feasibility, each with a business case and implementation plan covering technology selection, process redesign, data governance, and change management. We lead the rollout, upskill your teams, and track performance against defined KPIs.

Deliverables: An AI strategy and digital transformation roadmap with ROI quantified by initiative, implemented solutions, and adoption metrics.

Market Entry & Expansion

Emerging markets offer significant growth potential, but they come with added complexity: currency and political risk, limited access to local financing, and regulatory environments that can shift quickly. TYR Partners helps companies enter, expand, and operate in these markets with confidence. We advise on market entry strategy, design customer and vendor financing programs suited to local conditions, advise on raising capital from local and international sources, and build the risk management and operational processes needed to grow sustainably. Whether you’re testing a new market or scaling an existing presence, we bring the financial and operational discipline to turn opportunity into lasting value.

Deliverables: A market entry assessment, an entry and growth strategy, financing program design, a capital strategy, a risk management framework, and an operating model with implementation plan.

Vendor Financing

When customers need financing to buy your products, the right program can speed up sales and deepen relationships. We start by assessing how your customers, suppliers, and sales channels finance purchases today. Then we design the right structure: a new captive, a managed or private-label program, a hybrid captive, or channel and supplier financing. For existing programs, we improve the customer experience, reduce credit and operating risk, expand what’s fundable, and increase capital efficiency. That includes building end-to-end pricing that connects sales margins to finance approvals. We can also bring in outside capital to fund the program and operate it on your behalf.

Deliverables: A program design and business case, a funding and risk framework, and a launched or improved financing program integrated with your sales process.




Additional Services

AI-Enabled Business Transformation

We begin with an AI readiness assessment, mapping your operations, data infrastructure, and workflows to identify where artificial intelligence, machine learning, and process automation can reduce operating costs, accelerate decision-making, or unlock new revenue streams. Use cases are then prioritized by value and feasibility, each with a business case and implementation plan covering technology selection, process redesign, data governance, and change management. We lead the rollout, upskill your teams, and track performance against defined KPIs.

Deliverables: An AI strategy and digital transformation roadmap with ROI quantified by initiative, implemented solutions, and adoption metrics.

Market Entry & Expansion

Emerging markets offer significant growth potential, but they come with added complexity: currency and political risk, limited access to local financing, and regulatory environments that can shift quickly. TYR Partners helps companies enter, expand, and operate in these markets with confidence. We advise on market entry strategy, design customer and vendor financing programs suited to local conditions, advise on raising capital from local and international sources, and build the risk management and operational processes needed to grow sustainably. Whether you’re testing a new market or scaling an existing presence, we bring the financial and operational discipline to turn opportunity into lasting value.

Deliverables: A market entry assessment, an entry and growth strategy, financing program design, a capital strategy, a risk management framework, and an operating model with implementation plan.

Vendor Financing

When customers need financing to buy your products, the right program can speed up sales and deepen relationships. We start by assessing how your customers, suppliers, and sales channels finance purchases today. Then we design the right structure: a new captive, a managed or private-label program, a hybrid captive, or channel and supplier financing. For existing programs, we improve the customer experience, reduce credit and operating risk, expand what’s fundable, and increase capital efficiency. That includes building end-to-end pricing that connects sales margins to finance approvals. We can also bring in outside capital to fund the program and operate it on your behalf.

Deliverables: A program design and business case, a funding and risk framework, and a launched or improved financing program integrated with your sales process.




Additional Services

AI-Enabled Business Transformation

We begin with an AI readiness assessment, mapping your operations, data infrastructure, and workflows to identify where artificial intelligence, machine learning, and process automation can reduce operating costs, accelerate decision-making, or unlock new revenue streams. Use cases are then prioritized by value and feasibility, each with a business case and implementation plan covering technology selection, process redesign, data governance, and change management. We lead the rollout, upskill your teams, and track performance against defined KPIs.

Deliverables: An AI strategy and digital transformation roadmap with ROI quantified by initiative, implemented solutions, and adoption metrics.

Market Entry & Expansion

Emerging markets offer significant growth potential, but they come with added complexity: currency and political risk, limited access to local financing, and regulatory environments that can shift quickly. TYR Partners helps companies enter, expand, and operate in these markets with confidence. We advise on market entry strategy, design customer and vendor financing programs suited to local conditions, advise on raising capital from local and international sources, and build the risk management and operational processes needed to grow sustainably. Whether you’re testing a new market or scaling an existing presence, we bring the financial and operational discipline to turn opportunity into lasting value.

Deliverables: A market entry assessment, an entry and growth strategy, financing program design, a capital strategy, a risk management framework, and an operating model with implementation plan.

Vendor Financing

When customers need financing to buy your products, the right program can speed up sales and deepen relationships. We start by assessing how your customers, suppliers, and sales channels finance purchases today. Then we design the right structure: a new captive, a managed or private-label program, a hybrid captive, or channel and supplier financing. For existing programs, we improve the customer experience, reduce credit and operating risk, expand what’s fundable, and increase capital efficiency. That includes building end-to-end pricing that connects sales margins to finance approvals. We can also bring in outside capital to fund the program and operate it on your behalf.

Deliverables: A program design and business case, a funding and risk framework, and a launched or improved financing program integrated with your sales process.




See client impact →