When a Portfolio Company Needs an Operator, Not a Report

When a borrower or client is in trouble, senior former CEOs, CFOs, CTOs, and general counsels step in as interim leaders — not to write a memo about the problem, but to run the business until it is stable. We work with companies from roughly $2M to $150M in revenue, across the US and internationally.

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Who Refers to Us

Most of our lender- and advisor-side engagements come through people who see trouble before the company itself will admit it:

Special-assets and workout groups at banks and lenders
Restructuring attorneys
CPAs and accounting firms
Private equity operating partners

You are usually the first to see the covenant breach, the missed payment, or the pattern in the financials — and often the one a client will listen to when they will not yet listen to us directly.

How an Engagement Starts

We keep the front end simple, because the situations that reach us are already urgent. We respond to a referral within one business day, and a first call does not require a proposal or a signed agreement to happen. Most engagements are scoped and ready to begin within two weeks of that first conversation. We offer both fixed-fee and hourly structures and recommend whichever fits the situation — no scope creep, no surprise invoices.

You Stay Informed

A referral is not a handoff. We treat the lender, attorney, CPA, or operating partner who brought us in as a continuing part of the team, not a bystander:

We agree upfront on your role in the engagement and how involved you want to stay
You get a reporting cadence that matches the situation — weekly during a crisis, less often once the business is stable
Client confidentiality is maintained; what we share with you is what the client has agreed we will share

Signs It Is Time to Refer

If you are seeing any of these in a client or borrower, the best time to introduce us is now — not after the next covenant test:

Cash reserves are under 60 days of operating expenses
Revenue has declined two or more consecutive quarters
Key employees or managers have left in the past six months
Leadership cannot agree on what the problem actually is
A covenant has been breached or is close to it

Forward our one-page reference to the borrower or client: 10 Signs a Company Needs Interim Leadership, or send the PDF directly — download the one-pager.

Proof

See how we prepared and ran the sale of a Houston-area company for a 10x revenue multiple: read the case study. Turnaround case studies specific to lender and advisor referrals are being added.

Talk to Us About a Situation

If you have a borrower or client that needs an operator on the ground, we respond within one business day and can usually make time for a first conversation right away.

Book a 30-minute call