Case Studies

The $200M Mistake: Announcing an Acquisition Before Finance Is in the Room

Analytics, Business, Case Studies, M & A, Strategic

Introduction When the CEO of a $500M manufacturing company announced a major acquisition at the quarterly leadership meeting, it was intended as a bold growth move—one that would expand market share and accelerate revenue by 20%. But the…

Unlocking $6.2M in Cash Without Slowing Growth

Analytics, Business, Case Studies, External Data

Introduction At the start of the year, the CEO’s mandate was bold and crystal clear:Grow revenue by 15% — no additional headcount, no margin erosion. The Board was aligned, leadership bought in, and early results suggested the plan was…

Sell-side M&A: Elevate Value, Ignite Bidding Frenzy

Analytics, Business, Case Studies, External Data, M & A, Strategic

Introduction In the high-stakes world of sell-side mergers and acquisitions (M&A), robust growth can capture buyer interest, but financial weaknesses uncovered during due diligence can significantly undermine valuations. Financial GPS™,…

When Sales Forecasts Outpace Financial Reality

Analytics, Business, Case Studies, Finance, Forecasting & Planning, Strategic

How one FP&A team used Financial GPS to validate assumptions, surface hidden risks, and course-correct their growth strategy. Introduction In today’s volatile market environment, forecasting isn’t just about projecting numbers…

Enhancing Boardroom Decision-Making with AI-Powered Financial Intelligence

AI, Boardroom, Business, Case Studies, Finance, Strategic

Enhancing Boardroom Decision-Making with Leo, AI-Powered Financial Intelligence Background Corporate boards are under increasing pressure to make strategic decisions that drive growth, ensure sustainability, and mitigate risks. Traditional…

Optimizing Financial Teams: The Impact of AI

Business, Case Studies, Finance, Talent

Overview A multi-billion-dollar division sought to maintain a competitive edge by closely tracking industry trends and competitor activities. However, staying informed required dedicating significant analyst resources to manually searching…

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