Corporate
Improve, Transform and Maximize Value
We help leading companies address their most pressing needs across all areas of strategic finance. We partner with clients anywhere along their journey to fuel their progress forward. Whether you need to establish a core finance function, improve upon an existing process or strengthen your financial performance, we have the expertise to help you achieve your goals and maximize your value.
We partner with the executive office to address needs in financial planning and analysis, business operations finance, treasury, corporate finance, strategy, corporate development and investor relations.
We offer deliverable-based services to address specific needs and interim financial management services, from the CFO to director level, to fill key resource needs. Our services help you improve your capabilities, drive performance and achieve your potential.
Financial Planning and Analysis and Operations Finance
We offer services across the entire Financial Planning and Analysis (FP&A) spectrum to change and enhance processes or establish new capabilities. Our FP&A consultants have led complex, multi-business-unit FP&A departments for billion-dollar organizations.
We support clients by offering strategic financial planning, reporting and analysis and cross-functional business partnerships to drive key initiatives forward. Our specialties are using data and analysis to address problem areas across the P&L and improve business operations, budgeting and forecasting and ad-hoc analysis to maximize company value.
Treasury and Corporate Finance
Unboxed Strategic Finance offers services across treasury to change, strengthen or create new processes or capabilities. We help clients enhance their treasury functions through initiatives ranging from optimizing operations to effective cash management to laying the foundation of strategic treasury. Our specialties include capital allocation planning, capital budgeting, capital structure planning, cash management, cash and liquidity forecasting and setting strategy to achieve your company goals.
Our treasury and corporate finance consultants have years of corporate treasury experience leading strategic operations for large, multibillion-dollar organizations. We have managed billions of dollars in liquidity, designed effective capital allocation strategies, established risk mitigation and hedging strategies, managed short- and long-term debt and optimized capital structures to accomplish the company’s strategic objectives.
Investor Relations
Leveraging our in-house experience, we offer our clients a holistic approach in servicing their investor relations needs. Our experts can guide and assist on any programmatic initiative, such as strategy and messaging improvement, presentation enhancement, investor targeting strategies and investor events. Our specialties are pre-IPO investor relations support, which includes building out the investor relations function for public company readiness, and leading strategic projects to improve your company value, capital markets’ positioning and investor perception.
We also offer interim Investor Relations Officer management services to help clients with programmatic management, oversight and expertise on a short-term basis. Our consultants provide on-demand coverage to ensure your investor relations program is executed to the highest degree, maintaining its company image and effective communications and outreach.
Our consultants are members of NIRI (National Investor Relations Institute) and are former Investor Relations Officers of multibillion-dollar and global organizations. We have helped businesses outperform the S&P 500, become sector leaders and attract capital investment to fuel company growth.
Corporate Development
Unboxed Strategic Finance offers services to support our client’s inorganic growth strategies. We help executives identify and evaluate acquisition targets and understand the financial effects of the combined companies. We specialize in M&A deal modeling, commercial and financial due diligence and post-merger integration support.
We also help businesses optimize the financial operations of recently acquired companies and work to realize the full synergy benefits of the transaction. Our consultants offer tactical and technical support to capture synergy benefits and cost savings and improve performance and operating processes. We offer the necessary financial guidance, oversight, monitoring and tracking to support our clients throughout the entire post-integration cycle. We have helped our clients realize revenue and cost-saving synergies across many areas, including planned workforce reductions, technology savings and scale benefits and procurement savings.
Let us guide your business toward your goals.
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