MGMT3D > Services > Onboard

Post-Close Transition Services

The first 100 days after close are critical. But many finance departments simply are not up to the level of sophistication required by the PE firm. The sheer volume and complexity of post-close transition tasks can easily overwhelm even a capable team, and they still need to run the business on top of it.

Having a seasoned partner who has been through the process time and time again can make all the difference. Getting transition tasks completed quickly and key processes implemented correctly minimizes potential risks and allows management to stay focused on the business.

MGMT3D supports you with proven people, processes and systems to transition the business to operating under your model and accelerate value creation.

Process Evaluation & Implementation

Our veteran team can audit and help you transition key processes and systems like IT organization, bank reporting, daily/monthly sales reporting, accounting close, cash flow forecasting, purchase accounting, audit/tax and more.

Reporting & Analysis

Many businesses have difficulties transitioning to new PE reporting and analysis requirements. We can get your finance team up to speed quickly so the board is getting the insights and analysis they require, exactly how they want to see them.

Planning and Forecasting

Many newly acquired businesses lack the sophistication PE firms desire in their planning and forecasting processes. We can help your team with design, implementation and execution.

Executive & Staff Augmentation

Our people can assist with a wide range of finance and accounting roles, from CFO & VP Finance to analysts & controllers. They can quickly implement F&A processes that support your unique operating model and requirements.

Insights & Analytics

Our proprietary Catalyst® FP&A software helps you transition buy-side insights into real value creation opportunities. Catalyst offers advanced reporting and analytics for all data sources in one place, empowering the business with data-driven insights.


We combine tech-enabled intelligence with veteran financial and IT experience to bring speed, clarity and simplicity to your M&A process.