INSIGHTS

Case Studies

Coffee & Tea Company Transforms Finance Organization

Andrew Moses2020-01-28T19:35:46-05:00March 21st, 2019|Case Studies, Case Studies - Companies, Case Studies - Retail and Consumer|

The company was committed to strategically growing through numerous channels to become a billion-dollar sales enterprise. Processes and systems [...]

Top 10 Global Bank Executes Buy- & Sell-Side Deals

Andrew Moses2020-01-28T19:37:41-05:00July 21st, 2017|Case Studies, Case Studies - Companies, Case-Studies - Financial Services|

The bank executed a diverse set of buy- and sell-side deals in a short timeframe and [...]

Technology-Powered Business Lender Completes IPO

Andrew Moses2020-01-28T19:38:57-05:00July 2nd, 2017|Case Studies, Case Studies - Companies, Case-Studies - Financial Services|

Management had initiated a plan to file a registration statement with the SEC, but the client [...]