Who We Serve
We work where the stakes are high.
AlliedHelm focuses on mid-market companies navigating growth, transition, or transaction. We've built deep expertise in the sectors where financial leadership matters most.
PE-Backed Companies
Private equity-backed portfolio companies need financial infrastructure fast. We embed quickly, build the reporting and controls the sponsor expects, and serve as the financial partner through the hold period and into exit.
Common needs
- 100-day plan financial execution
- Sponsor reporting and board packages
- EBITDA improvement initiatives
- Exit readiness and sell-side preparation
Founder-Led Businesses
Founders who've built something real often find their finance function hasn't kept pace. We bring the structure, reporting, and strategic counsel that lets them run the business with confidence — and position it for whatever comes next.
Common needs
- Finance function buildout
- Cash flow visibility and management
- Banking and lender relationships
- Growth capital preparation
Companies in Transition
Leadership changes, acquisitions, rapid growth, and operational pivots all create financial complexity. We provide the steady hand that keeps the numbers clean and the narrative clear during periods of change.
Common needs
- Post-merger integration
- Interim CFO coverage
- Financial restatement and cleanup
- New market financial modeling
Businesses Preparing for Exit
A successful exit starts 12–24 months before the transaction. We help companies build the financial story, clean up the books, and develop the operational metrics that sophisticated buyers and investors expect.
Common needs
- Quality of earnings preparation
- Financial statement normalization
- Management presentation development
- Buyer diligence support
Sectors