We engaged Capstone Lawrence to work with our CFO and controller’s office in making our company “acquisition ready”. We had engaged with a prospective buyer who was a well-known global CPG brand and our organization filled a niche that they were not in. The Capstone folks worked tirelessly on “cleaning up” our historical records with our auditors and created the necessary, and complex, financial models required during the acquisition phase. Their leadership, expertise and support was paramount is providing all of the data, reports and information needed/requested during this time. Our deal closed, in no small part, due to the partnership and efforts of the Capstone team.

Consumer Packed Goods / Cosmetics

As a newly acquired manufacturing organization, our challenge was reorganizing a dysfunctional accounting department and re-integrating a failed general ledger software system. The Capstone Lawrence team worked with our senior management in “unwinding and reintegrating” an accounts receivable system as well as properly standing up the company’s general ledger package. We were highly impressed by Capstone’s blend of technical expertise with such practical knowledge and experience.

Northeast Based PE Firm

The Capstone Lawrence team delivered detailed and comprehensive projections and assumptions for use in initial evaluations that were crucial to our business, set up a brand-new accounting and reporting system, and assisted us in navigating the risk management and compliance landscape associated with GDPR and AML/KYC. The leadership, expertise and collaboration displayed by the Capstone team was inspiring.

Caribbean Based Digital Advertising

Engaging Capstone Lawrence to work closely with our management teams to create consolidated financial projections and the related Investor Deck for capital raise options was crucial. Their work included a detailed and dynamic financial model that allowed management the ability to analyze various options and benchmark intended financial milestones. The Capstone Team’s ability to understand our business provided the foundation for an investor deck that helped us create tremendous interest in our organization by bankers/ investors/ strategic partners.

Southern California Based Entertainment