Clarity When It Matters.
Execution When It Counts.
A national advisory firm serving privately held middle-market companies with integrated financial, operational, real estate, technology, and strategic capabilities.
Built around senior practitioners with deep experience across finance, banking, transactions, operations, real estate, and technology.
Find the Right Advisor.
Tell us what you’re working through. Perrin & Co.’s guided AI can help identify the capabilities and Managing Directors most relevant to your needs.
Who at Perrin & Co. should I talk to?
Describe the business challenge, opportunity, or decision you’re facing—including the actual work needed, not just the ownership context. We’ll ask only what is needed to identify an appropriate starting point.
The Perrin & Co. Advisory Assistant provides general information and does not create an advisory relationship. Please do not enter highly sensitive, privileged, or personally identifiable information. Conversations are not intended to be permanently retained. AI Disclaimer & Privacy Notice
Prefer not to use guided AI? Browse Perrin & Co.’s specialties and the Managing Directors aligned with each, or ask our administrative office to coordinate an introduction.
Why We’re Different.
“Traditional advisory is often fragmented. Perrin & Co. is designed not to be.”
Perrin & Co. operates as a multidisciplinary professional firm. Clients may engage us for a specialized need, with broader capabilities available when necessary and at the direction of the client.
Complex company decisions may involve finance, accounting, capital, transactions, restructuring, real estate, operations, or technology. Perrin & Co. has senior expertise across these disciplines available when relevant.
One relationship. The right expertise when you need it.
Experience Behind the Advice
CFOs · CPAs · CCIMs · Commercial Banking Executives · Transaction Advisors · Technology Leaders
Four Practice Areas, supported by ten Specialized Capabilities
Capital Structure
Debt strategy, acquisition financing, refinancing, recapitalization, liquidity, liability management, restructuring, and covenant management.
Explore Capital StructureFinance & Accounting Advisory
Executive finance leadership, including interim and fractional CFO support, financial reporting, internal controls, COSO implementation, accounting transformation, finance policies and procedures, and finance process improvement.
Explore Finance & Accounting AdvisoryBusiness Advisory
Strategic planning, interim executive management, acquisitions, restructuring, executive decision support, succession planning, performance improvement, and organizational transformation.
Explore Business AdvisoryTechnology Solutions
Financial technology, workflow automation, AI-enabled analytics, business intelligence, and proprietary platforms including LORIQ™.
Explore Technology SolutionsEvery engagement is different. Perrin & Co.'s established Managing Director team brings senior judgment and financial expertise to each matter, using technology whenever it creates value—and complement, rather than replace, the advisors you already trust.
Experience That Strengthens the Model.
Operator Perspective
Former CFOs, commercial bankers, Big Four professionals, and corporate finance leaders. Our advice reflects how decisions are actually made—not just how they look on paper.
Independent
Objective advice aligned with your company—not products, commissions, or conflicts of interest. You get one thing from us: our honest, undivided judgment.
Integrity
Integrity is fundamental to every engagement. We believe sound judgment, transparency, and ethical leadership produce better business decisions and stronger long-term relationships.
National Capabilities
Managing Directors located across the nation's leading business markets—every engagement delivered under one firm, one standard of excellence, and one commitment to senior-level advice.
Managing Director Presence
Serving privately held middle-market companies throughout the United States.
Built for Decisions,
Not Just Reporting.
Perrin & Co. helps ownership groups, executive teams, lenders, and investors navigate important financial decisions with confidence. Our Managing Directors bring strategic judgment when capital, liquidity, growth, or risk are on the line.
Perrin & Co. also supports private equity sponsors and PE-backed portfolio companies across transactions, financing, performance, transformation, and exit readiness.
Perrin & Co. helps leadership teams navigate the financial decisions that shape the future of their company.
Our Practice Areas- 01Capital Structure
- 02Finance & Accounting Advisory
- 03Business Advisory
- 04Technology Solutions
Looking for deeper expertise?
Explore Perrin & Co.’s ten specialized capabilities spanning finance, banking, real estate, transactions, technology, restructuring, and more.
Explore Specialized Capabilities“Strategy before structure. Judgment before execution.”
Perrin & Co.Specialized Expertise. Collaborative Execution.
Complex situations often require expertise that crosses traditional practice areas. Perrin & Co. brings specialized capabilities across finance, banking, real estate, transactions, restructuring, technology, and other areas based on the requirements of each engagement.
Explore Our 10 Specialized CapabilitiesInstitutional Pedigree.
Middle-Market Focus.
Our established Managing Director team brings senior expertise across the financial spectrum to complex middle-market decisions.
Commercial Banking
Understanding the lender's perspective to optimize debt structure and covenants.
Executive CFO Leadership
Operating as true financial partners, not just external consultants.
Big Four Experience
Bringing institutional accounting rigor to the middle market.
Governance & Controls
Strengthening internal controls, governance, and the finance operating model.
Institutional Credit
Deep expertise in credit facilities and capital raising.
Operational Finance
Connecting financial metrics to day-to-day operational realities.
Read the transcript and visual description
Transcript
The audio includes background music beneath the spoken narration.
- — Middle-market companies face decisions that rarely remain within a single discipline.
- — Traditional advisory is often fragmented. Perrin and Company is designed not to be.
- — We operate as a multidisciplinary professional firm serving privately held middle-market companies nationally.
- — Clients may engage us for a specialized need, with broader capabilities available when necessary—and always at the direction of the client.
- — Our advisory spans the disciplines that define a company’s future: from fractional CFO leadership and capital structure, to mergers and acquisitions, restructuring, operations, and technology.
- — Perrin engagements are led by senior Managing Directors with experience across finance, banking, accounting, transactions, real estate, operations, and technology.
- — A client may engage Perrin for one specialized mandate. When broader capabilities are required, the appropriate senior expertise is available within the firm—at the client’s direction.
- — Focused when the need is specialized. Coordinated when the need crosses disciplines.
- — One relationship. The right expertise when you need it.
- — Perrin and Company. Clarity when it matters. Execution when it counts.
Visual description
00:00–00:11: A grayscale, foggy suspension bridge appears beneath a charcoal veil. The PERRIN & CO. wordmark is centered. 00:11–00:17: A grayscale tower appears behind the statements “Traditional advisory is often fragmented” and “Perrin & Co. is designed not to be.”
00:17–00:32: Architectural footage accompanies the heading “A Multidisciplinary Professional Firm” and the label “Middle-Market Focused.”
00:32–00:45: A grayscale staircase background supports four on-screen groups: Financial Leadership (Fractional CFO; Finance & Accounting), Capital & Transactions (Capital; Financing; M&A; Diligence), Complex Situations (Restructuring; Liquidity), and Operations & Technology (Performance; ERP; Automation).
00:45–01:08: A six-panel, low-contrast montage of team portraits appears behind a list of professional backgrounds. 01:08–01:18: A grayscale skyline appears behind “One relationship” and “The right expertise when you need it.” 01:18–01:29: The bridge returns with the PERRIN & CO. wordmark, the slogan “Clarity when it matters. Execution when it counts.”, and a “How Can We Help?” label.
Modern Systems for
Complex Finance.
Perrin & Co. has the ability to integrate modern technology, workflow automation, artificial intelligence, and advanced analytics through its affiliated companies when appropriate to support a client’s objectives. Technology solutions are tailored to each engagement based on client needs and preferences.
Our professionals are advisors first—technology enhances our execution but never replaces independent judgment, experience, or trusted professional advice.
Financial Intelligence
Implementation of advanced ERP and FP&A systems tailored to your workflows.
Executive Dashboards
Automated, real-time visibility into KPIs, cash flow, and covenant compliance.
Note: At the borrower's election, certain engagements may incorporate the LORIQ™ Credit Intelligence platform to enhance lender reporting, debt visibility, covenant monitoring, and executive financial insights.
Industry Expertise
We understand the specific financial, operational, and regulatory nuances of key middle-market sectors.
Sector expertise is distinct from ownership and investment context: we also serve private equity sponsors, PE-backed portfolio companies, family offices, and other investors across these industries.
Agriculture
Capital-intensive operations, seasonal cash flow, and complex asset financing.
Construction
WIP schedules, bonding requirements, and project profitability tracking.
Real Estate
Commercial real estate investment strategy, owner advisory, acquisitions and dispositions, joint ventures, and portfolio decisions.
Manufacturing
Cost accounting, inventory valuation, and supply chain finance.
Distribution
Working capital optimization and multi-location logistics tracking.
Professional Services
Utilization metrics, partner compensation, and M&A readiness.
Healthcare
Revenue cycle management and regulatory financial compliance.
And More
Deep financial and operational fluency that extends beyond these core sectors — if it's middle-market, we can help.
From Assessment to Execution
Our general framework for financial transformation and advisory execution — the lens behind every engagement.
Understand
Deep dive into your business model, current financial state, and strategic objectives.
Assess
Identify gaps in reporting, capital structure, controls, or operations.
Design
Develop a bespoke architectural plan for the finance function or transaction.
Implement
Deploy new processes, technology, and strategic frameworks into operation.
Monitor
Track KPIs, covenant compliance, and financial performance against targets.
Improve
Continuous iteration and executive advisory to support ongoing growth.
This is how we work in general. Within each capability, it sharpens into a strategic approach tailored to that specific situation.
Request a Confidential Consultation.
Connect with our senior advisory team to discuss your financial, operational, or strategic challenges and explore how Perrin & Co. can assist.
Nationwide
Fresno, CA (Admin offices)
Meetings nationwide via Zoom & Microsoft Teams
All inquiries are treated with strict confidentiality. Your information will never be shared without explicit consent.