I am pleased to share with you an update as Farrell Advisory celebrates its 10th Anniversary. Since establishing our firm we have successfully supported over 80 transactions in different segments of the U.S. and international markets. Since 2020, I have worked with a large, multi-entity private equity portfolio company (approximately $1 billion in revenue), first as an advisor and then as SVP, Finance, and CFO. During this period, we achieved:
- Enhanced reporting, forecasting, and FP&A capabilities.
- Completion and integration of 24 acquisitions.
- Execution of two major carve-outs (over $600 million in revenue) and substantial debt repayment.
- Significant cost savings, including a review of $500 million in COGS, plus improvements in efficiency and working capital/cash flow.
Now that we have completed that assignment, Farrell Advisory is ready to resume our full range of professional services:
- Mergers & Acquisitions: Comprehensive buy- and sell-side due diligence, project management, advanced preparation for sale transactions.
- Restructuring & Business Reengineering
- Interim CFO Engagements
Farrell Advisory continues to help clients maximize shareholder value through:
- Acquisitions integration
- Optimizing business valuations and streamlining sale processes
- Business reengineering focusing on resources, expenses, EBITDA, working capital, and cash efficiency to drive value and reduce risk
- Strengthening financial controls, reporting (including KPIs), and forecasting to help clients proactively identify improvement opportunities and prepare for future challenges
If I can assist you, formally or informally, please do not hesitate to contact me.
Wishing you all the very best for the remainder of the year.
Best regards,
