CFO Advisory & Transaction Services
Deal-ready finance for lean CFO teams
Transaction advisory and CFO operations—plus the data infrastructure and automation you keep.
Trusted by
Your team is stretched thin.
A transaction is coming.
You need to run the business AND prepare for diligence AND think about what comes after. Most advisory firms hand you a deck and disappear. You need a partner who stays.
Lean team with no bandwidth for deal prep
Data scattered across systems, not diligence-ready
Worried about surprises in due diligence
What We Do
Three integrated capabilities that work together to prepare, execute, and sustain value through transactions.
Deal Execution
Prep, diligence, modeling, QoE readiness, data room, lender and PE asks
CFO Operations
Close, reporting, FP&A, cash management, KPI frameworks
Systems & Automation
Single source of truth, integrations, dashboards, workflow automation
We're not just advisors—
we build the machine.
Most firms help you decide. We help you decide, execute, and automate. What we learn in diligence becomes your Day-1 operating system. The reporting, dashboards, and workflows we build don't leave when we do.
How We Work
Three productized offerings, each mapped to a phase of the deal lifecycle.
Deal Readiness Sprint
2-4 weeksGet sell-side diligence ready or buy-side underwriting ready. We build the clean story, normalize KPIs, construct the model, and prepare the data room.
Deliverables
- Diligence-ready data room
- Normalized financial model
- KPI dashboard
- Management presentation support
Ideal for: Companies 3-6 months from a transaction
Diligence Command Center
Active dealFast-turnaround support during live diligence. We handle data requests, tie-outs, model updates, and narrative refinement so your team can keep running the business.
Deliverables
- Rapid response to diligence requests
- Data extraction and reconciliation
- Model iterations and scenario analysis
- Quality of Earnings support
Ideal for: Companies in active diligence or LOI phase
Post-Close Value Capture
First 90 daysTurn diligence insights into Day-1 execution. We unify systems, build the KPI layer, automate reporting, and track value creation levers weekly.
Deliverables
- Integration roadmap
- Systems and data unification
- Automated reporting and dashboards
- Working capital and margin tracking
Ideal for: Newly acquired companies or post-transaction integration
Beyond packaged offerings, we provide ongoing fractional CFO and finance operations support.
Explore All ServicesResults That Matter
Measurable outcomes for CFO teams navigating critical transactions.
Deals Supported
Across buy-side and sell-side transactions
Transaction Value
In completed deals and capital raises
Time Saved
Through automated reporting workflows
What Clients Say
Gate City didn't just help us prepare for diligence—they built the infrastructure that let us hit the ground running on Day 1. The reporting systems they put in place are still driving our monthly reviews.
CEO
$35M Manufacturing Company
Sell-side transaction
Meet the Team
Together, there are no handoffs. What we learn in diligence becomes the Day-1 plan and the operating system that runs your business.
Photo coming soon
Andrew Halpern
Managing Partner
Andy is your CFO partner for the deal and the numbers. He brings transaction advisory and fractional CFO expertise to every engagement.
Background
- Transaction advisory experience
- Investment banking background
- Fractional CFO for growth companies
- Capital raising & M&A execution
Photo coming soon
Jason Miller
Managing Partner
Jason is the builder who makes it repeatable. He architects the data infrastructure, automation, and systems that stay with you after we leave.
Background
- Enterprise systems & data strategy
- Business intelligence & analytics
- Automation & AI implementation
- Scalable finance operations
Ready to get deal-ready?
Let's talk about where you are and where you're headed.
or email us at hello@gatecityadvisory.com