Private Equity & Transaction Execution
Execution when finance cannot be the bottleneck
Transactions don’t fail because of strategy—they fail when execution breaks under pressure.
Close, audit, and reporting that work in steady-state often don’t hold under compressed timelines, increased scrutiny, and complex data requirements
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Close and reporting break under compressed timelines
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Audit readiness does not align with deal requirements
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Data doesn’t tie out across finance and operational systems
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Limited visibility into cash, working capital, and value drivers
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Finance teams are stretched and execution begins to slip
Where we step in:
Delivered across engagements: 55% faster audit issuance · 50% faster financial close · $80M liquidity event · $50M+ working capital released
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Bring close and reporting under control
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Align audit, data, and finance into a consistent structure
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Improve visibility into cash and performance
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Support management and sponsors through the deal process
Deployed when timelines are tight, complexity is high and execution cannot slip.
Case Example — PE-Backed Fintech Lending Platform
(Atalaya Capital Management Portfolio Company)
Situation: Finance infrastructure could not support rapid balance sheet growth. Close cycle running 18+ days. Audit and tax timelines exceeding 8 months. Leadership turnover across controllership.
Engagement: Stepped in as Interim SVP & Corporate Controller to stabilize finance operations and lead end-to-end transformation.
▸ Rebuilt controllership, reporting, treasury, and compliance from the ground up
▸ Redesigned Record-to-Report — reduced 75% close from 18+ days to 4 days
▸ Reduced audit and tax cycle from 8+ months to ~10 weeks
▸ Implemented Sage Intacct ERP supporting 5x balance sheet growth
▸ Built ASC 606, 842, and 860 accounting frameworks for IPO readiness & financing
Outcome: Enabled $80M liquidity event and positioned the platform for institutional capital at scale.
What Sponsors Need at an Exit.
Finance execution at exit isn't just about clean books. It is about
▸Audit opinions issued on time — without late-stage adjustments that reopen negotiations
▸Working capital locked in and defensible — not subject to post-close dispute
▸Data that ties out cleanly across finance and operational systems under diligence scrutiny
▸A finance leader who has operated under sponsor oversight and knows what the finish line looks like.
Kria Advisors has been that resource—deployed directly under board, sponsor and lender scrutiny when execution could not slip.