The Hale Group

DRIVING RESULTS

We stand out by delivering exceptional value relative to cost. We understand that engaging us is an investment in your company, and we treat that trust with the utmost respect.  We will never inflate our fees to capitalize on your crisis.

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

Centralized $500M supply chain for $1B company, enabling platform-wide cost governance, process standardization, and scalable operational efficiency

Designed and executed utilization analysis for a 12-plant industrial equipment manufacturer, revealing 4 underperforming sites operating below 45% capacity.  Executed a consolidation plan that reduced fixed costs by $18M and improved overall asset utilization by 30%

Standardized, automated and leveraged off-shore for Global Back-Office function: $5,000,000 EBITDA pickup

Cut global close cycle from 21 to 5 days across a multi-ERP, multi-country footprint via process standardization, policy updates, and training

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

Led Global IMO and consolidated accounting for 32 plants; launched unified FP&A model with training and COO-level reporting adoption, resulting in $10M in run-rate EBITDA improvement

Led multiple IPO readiness assessments and remediations

Targeted $70M in spend via strategic sourcing and process improvements, generating $7M in run-rate EBITDA improvement

Redesigned IT function to support platform growth and M&A, driving $8M in run-rate EBITDA improvement

Led a 3-person team through the 12-month restructuring and sale of a $350M PE-owned heavy manufacturer, including Full prepack Chapter 11 preparation—ultimately successfully executing the sale 12 hours before filing

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
  • ERP Design and Support
  • Prepack Preparation

Operations

  • Carve-Outs, Mergers, Acquisitions, Divestitures, SLA’s
  • Growth, Customer Experience, Go To Market
  • AI Powered Process Mining and Opportunity Sizing
  • Cost Take Out – Quantify, Rationalize, Prepare, Execute
  • Supply Chain Structure and Effectiveness
  • Operational Policy and Process
  • Revenue Leakage / Silent Expense Remediation

AI Driven Financial Models Driving Speed, Action & Accountability

  • 13 Week Cash Flows
  • 3 Statement Forecasts
  • Monthly Reporting with Clarity & Accountability
  • Unit Economics
  • SKU / 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
  • Functional Structure Agile Conversion
  • Simple, Effective Design Solutions and Implementations
  • Roles, Responsibilities, Accountability, Link to Business
  • Data Governance

Elevated Finance Function

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