• Assessment, design and implementation of accounting processes, controls and procedures
  • Provide guidance on financial reporting and financial management capabilities
  • Work with management to understand and articulate key business drivers
  • ​Develop comprehensive dashboards, monthly reporting package and other business reports
  • Assist management in the development of long-term strategic plans, budgets and rolling forecasts
  • ​Develop lender covenant and reporting process

Private Equity Integration & Support

Private equity firms seek optimal and rapid value from their portfolio investments. Our dedicated professionals understand the private equity environment and have the expertise and resources necessary to guide you, whether your needs involve purchase accounting, process improvements, system integration, reporting, transaction support, financial modeling, or restructuring. Our suite of services are designed to assist CFO’s of portfolio companies execute against the initial 100 day plan while providing support and tools that will lead to effective communication with their new owners. 


The Symmetry Group understands the importance of effective integration. We have significant private equity experience, which is why we understand what it takes to drive value. Our team can provide operationally focused integration services to ensure that your integration is seamless and financial transparency is provided regularly. And we’re keenly aware that your various stakeholders - whether lenders, external auditors, or co-investors - have specific needs. Our integration and advisory services include:

(615) 715-8446