The Hale Group

DRIVING RESULTS

Business challenges and opportunities require a deep understanding of context, clear solution design and coordinated execution efforts.

We have over 25 years of experience working with Private Equity Companies to design and implement Vision, create Opportunity and maximize Returns.

We address the most complicated tasks with experience, ingenuity, and action.

We produce clarity, stability and results.

We serve as Interim Management or External Advisors, with a mandate to lead company resources towards lasting change, individual contribution and ownership

SELECT cLIENT PROJECTS

Combined process and technology optimization of supply chain function: $10,000,000 EBITDA pickup

Redesigned IT function to align with expanded platform: $3,000,000 EBITDA pickup

Standardized, automated and leveraged off-shore for Global Back-Office function: $10,000,000 EBITDA pickup

Reduced global close cycle from 21 days to 5 days in multi-ERP, multi-country environment through process standardization, new policies and training

Developed a global FP&A playbook covering content, narrative and cadence for $8B global manufacturer

Executed cost take-out and recapitalization of $300M in debt/equity generating a gain of over $100M

Led multiple IPO readiness assessments and remediations resulting in successful offerings

Future Concept.

We help visualize the possible and navigate through the most difficult challenges

The Big Ideas.

Our process and products maintain the highest standards of quality, instilling the overall tone of excellence through the organization

Creative Solutions.

Through decades of experience, voluminous reps effecting scalable change, we bring a deep arsenal of solutions to each engagement

Services

OUR CLIENT SERVICES

CFO Services

  • Cross-functional Finance Operations Assessments
  • IPO Readiness Assessments
  • Corporate Finance Interim Management
  • FP&A Structure, Content and Cadence
  • Controllership Structure, Process and Timeliness
  • Shared Service Creation, Standardization and Optimization (AR/AP/Billing/Collections Maximizing Working Capital
  • Treasury Management and Forecasting

Operations

  • Carve-out, Mergers, Acquisitions and Divestitures
  • Growth, Customer Experience, Go To Market
  • Cost Take-out
  • Supply Chain Structure and Effectiveness
  • Operational Policy and Process

Financial Models Driving Action & Accountability

  • 13 Week Cash Flows
  • 3 Statement Forecasts
  • Monthly Reporting with Clarity & Accountability
  • Unit Economics
  • Plant / Machine / Channel / Route / Region Profitability

Working Capital Optimization

  • Design and Implement Working Capital Monitoring Tools
  • Identify and Execute Cash Improvement Levers
  • Dovetail Into Financial Models for Scenario Driven Forecasts
  • Develop Cash Culture
  • Provide Clarity and Accountability

Technology

  • Vendor / IT Spend Rationalization and Adjustment
  • IT Human Capital Structure, Rationalization and Adjustment
  • Simple, Effective Design Solutions and Implementations
  • Functional Structure
  • Data Governance

Elevated Finance Function

  • Deliver Playbooks and Install Cadence
  • Provide Training and Communications
  • Instill Ownership Upon Handover