Boutique consulting for PE portfolio companies
ForrestVane seats experienced operators inside the deal—from diligence through close and post-close— delivering interim leadership, audit readiness, systems, and practical AI aligned to the investment thesis. We focus on PE-backed companies in construction, field services, manufacturing, and aerospace & defense.
Focus industries
PE portfolio companies in four verticals where operations and finance have to keep pace with the deal.
Services
We work where sponsors and portfolio company leadership need credible hands on the work— not slide decks that sit unused after kickoff.
Diligence, close, and post-close support scoped to the deal. We pressure-test the quality of earnings story, stabilize Day-1 finance, and stand up the reporting cadence sponsors expect—so leadership can focus on integration and growth.
CFO, controller, and functional leadership when a gap appears or a transition cannot wait. Our operators step into the seat quickly, protect continuity, and leave the function stronger than they found it.
Clean books, clear support files, and a controlled close before auditors arrive. Plus technical accounting support: ASC 606 revenue recognition, ASC 842 leases, ASC 805 purchase accounting, and debt and equity.
One reporting stack from cash to boardroom: 13‑week cash flows, consolidated financials, and board decks your sponsor and lenders can trust.
ERP, FP&A, and finance-stack projects designed for middle-market reality—not enterprise theater. We map processes, manage vendors, and drive adoption so the system actually improves visibility and control.
Practical AI applied to finance and operations inside PE-backed companies—forecasting, close acceleration, exception monitoring, and workflow automation—sequenced into an AI roadmap for faster decisions and lower spend. We prioritize use cases with measurable lift, not experiments that distract the team.
See the Secure Close platformApproach
Post-close and in transition, PortCos rarely fail for lack of projects—they stall when workstreams collide. ForrestVane runs a holistic PMO: one cadence that connects finance, operations, systems, and leadership decisions to what the deal is supposed to deliver—then seats operators to execute it.
One roadmap, one status language, and one decision log spanning integration, finance stand-up, systems, audit prep, and operational initiatives—visible to sponsors and PortCo leadership alike.
Every workstream is ranked against value creation and risk to the investment case. We cut noise, sequence dependencies, and protect the few moves that actually advance the thesis.
PMO is not a slide factory. We assign clear owners, meeting rhythms, and escalation paths so finance, ops, IT, and commercial teams pull in the same direction under one operating rhythm.
Governance sits next to doing the work—closing books, standing up controls, driving system adoption, and bridging leadership gaps—so the PMO accelerates delivery instead of adding overhead.
We scope quickly, clarify the mandate, and place capable people where the work happens. No prolonged discovery cycles that burn runway after close.
Reporting, priorities, and decision rights are framed around the investment thesis and board cadence. Portfolio company leadership gets a partner who understands both the operating reality and the sponsor lens.
We do the work inside the company—closing books, leading teams, implementing systems, preparing for audit— not advising from the sideline.
Engagements are sized to the situation: stand up a holistic PMO, bridge a leadership gap, harden finance for exit, or execute a defined workstream. When the objective is met, we transition cleanly.
Who we serve
ForrestVane partners with private equity sponsors and with CEOs and CFOs of PE portfolio companies in construction, field services, manufacturing, and aerospace & defense—teams who need execution support without the overhead of a large generalist firm.
Deal teams and operating partners who need trusted capacity on diligence, post-close finance, interim seats, and value-creation workstreams that stay true to the model.
Operators who need experienced reinforcement—whether stabilizing the finance function, preparing for audit, upgrading systems, or bridging a leadership transition.
Why ForrestVane
We concentrate on private equity-backed middle-market companies. That focus shapes how we scope work, communicate with sponsors, and measure progress against the thesis.
Leadership seats and defined workstreams under one roof. You get continuity of judgment— whether the need is a CFO in the chair or a tightly scoped systems and audit program.
Technology is not a side practice. We treat systems implementation and practical AI as tools that amplify finance and ops—improving visibility, speed, and control where it counts.
ForrestVane is accountable for outcomes, not resume volume. We place people we trust, stay close to delivery, and keep engagements lean, clear, and execution-first.
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