Services

v3.0 provides senior operating, financial and transaction leadership to founder-led, lower middle market and portfolio companies navigating growth, underperformance, transition and other major inflection points. Engagements are structured around the requirements of the situation and may include advisory, project-based, interim or fractional executive roles.

Interim & Fractional Executive Leadership

Interim and fractional CEO, COO and CFO leadership for organizations requiring experienced, hands-on direction during periods of change, transition or increased complexity.

Management Consulting & Strategic Execution

Senior-level advisory and execution support focused on strategy, organizational priorities, operating discipline and implementation.

Growth, Performance & Process Improvement

Improvement of operating models, processes, organizational effectiveness, margins, scalability and overall business performance.

Turnaround & Restructuring

Leadership and advisory support for businesses facing underperformance, liquidity pressure, organizational disruption or the need for significant operational change.

M&A, Exit Preparation & Integration

Transaction readiness, sale preparation, acquisition support and post-transaction integration across operations, finance, systems, people and execution.

Corporate Finance & Capital Strategy

Capital structure, liquidity planning, financial analysis, financing strategy and corporate finance support for growth, transactions and other strategic initiatives.

Complex Transactions & Special Situations

Senior operating and financial leadership for situations requiring cross-functional judgment, rapid assessment and disciplined execution.