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About Congruent Advisory Services

We are a boutique financial consulting firm serving: • companies planning an M&A transaction in the near future, • companies planning to access the Private equity/public markets in the next 6 months to a year, • companies [early-stage and/or high-growth] focusing on building a financial infrastructure that ensures: o timely and informed decision making o trust and transparency with your stakeholders o management of risks (e.g., insurance, regulatory internal control). Our experience spans Fortune 500 companies and startups, We have a rigorous understanding of financial/operational business drivers and a skill for delivering top and bottom-line results, by seamlessly pivoting between strategy and operations. Our experience (including Big 4 Accounting firms) enables us to be a forward-thinking C-Suite business partner focused on managing risks and eliminating surprises. Our expertise has enabled us to support: • multiple $100+ million M&A deals and track related synergies post integration. • prepare and transition private companies for their IPO filings (i.e. PCAOB audits, draft disclosures, interface with attorneys et. al), and, • help early-stage high growth startups build and refine their financial infrastructure (including project manage ERP Implementations) and ready them for growth. We effectively guide companies and teams through change, removing silos and building cohesion between finance and operations. To learn more about how we can help you and partner together, please contact us at 713-955-4585.

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