Streamlining the Finance Function of a Private Equity Portfolio Company

Facing business disruption, a portfolio company of a leading global investment fund manager had to reduce its headcount and physically relocate its headquarters. FTI Consulting was engaged to support the outsourcing of its finance function, including accounting, treasury and tax.

Our Impact

  • The portfolio company seamlessly transitioned critical finance function roles and responsibilities into an outsourced service model.
  • FTI Consulting was able to reduce the costs associated with finance function operations while simultaneously enhancing operational efficiency.
  • The client successfully relocated the business during a time of distress without having to replace dozens of critical employees.

Our Role

  • FTI Consulting took over the responsibility for preparing property and fund level financial accounting records.
  • Our experts assumed duties related to critical operational functions, including treasury and cash management.
  • The team took over the client’s tax function, handling all tax compliance and transaction consulting matters amid business disruption.

Related Information

Published

August 12, 2025

temp Key Contacts

McRae Thompson

Senior Managing Director, Leader of Real Estate Tax Advisory

Josh Herrenkohl

Senior Managing Director

Johanna Krogsrud

Managing Director

FY Tan

Senior Director

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