Specialized Capabilities.
Specialized expertise. Collaborative execution.
Perrin & Co.’s established Managing Director team works across four Practice Areas. Ten Specialized Capabilities provide the technical depth the team applies to complex matters.
These capabilities are not separate lines of business. They operate as a connected set across financial, accounting, tax, business, credit, transaction, restructuring, and technology engagements.
We believe exceptional client outcomes come from specialized expertise working together—not independently.
Four Practice Areas. Ten Specialized Capabilities. One Integrated Platform.
Explore what each specialist capability covers, the situations it is designed to support, and the broader Practice Area it strengthens where applicable.
CFO & Financial Leadership
Interim and fractional CFO support for organizations that need stronger forecasting, reporting, treasury, liquidity management, controls, and operating discipline.
- A PE-backed portfolio company with an interim or fractional CFO need
- Scaling finance through growth
- Board, lender, or owner reporting
Commercial Banking & Institutional Credit
Commercial lending and institutional credit experience for structuring facilities, managing borrowing relationships, coordinating lenders, and strengthening credit decision-making.
- Negotiating or renewing credit facilities
- Structuring complex lending
- Improving lender communication
Commercial Real Estate
Commercial real estate investment and transaction advisory for owners, developers, investors, and sponsors navigating acquisitions, dispositions, owner decisions, joint ventures, repositioning, development opportunities, and complex real estate strategies.
- A sponsor or investor evaluating a CRE acquisition, disposition, recapitalization, or hold-versus-sell decision
- Assessing joint ventures, partner alignment, repositioning, redevelopment, or the market and financial feasibility of a development opportunity
- Planning transaction strategy, valuation, 1031 exchange options, due diligence, negotiation, and execution
Corporate Tax Planning & Strategy
Corporate tax strategy that considers entity structure, transactions, asset decisions, and the broader business.
- Entity or ownership changes
- An acquisition, disposition, or Section 1031 exchange
- Significant asset or transaction planning
Debt & Liquidity Advisory
Capital-structure guidance for debt capacity, acquisition and growth financing, liquidity, refinancing, recapitalization, liability management, and consequential financing decisions.
- Sponsor or portfolio-company acquisition, growth, ownership-transition, or restructuring capital needs
- Liquidity, covenant, maturity, or lender pressure
- Evaluating debt capacity, refinancing, recapitalization, or private-credit alternatives
Finance Function Improvement
Reporting, accounting operations, controls, and finance-function improvement that give leadership clearer information and stronger discipline.
- Strengthening close, reporting, or controls
- Filling a controller or finance leadership gap
- Modernizing a portfolio company's finance processes or systems for scale or exit readiness
Finance Systems & Automation
Finance technology, automation, reporting tools, and systems that improve the information people use to run the business.
- An ERP or finance-system decision
- A portfolio-company transformation or process automation opportunity
- Need for customized software solutions
Mergers & Acquisitions
Buy- and sell-side transaction advisory from readiness and acquisition evaluation through financial and operating diligence, structuring analysis, LOI-to-close decision support and coordination, and post-close planning.
- Sponsor-led buy-side acquisition evaluation, quality-of-earnings diligence, or transaction readiness
- Sell-side preparation, data-room and funds-flow review, or ownership transition
- Reviewing working capital, EBITDA, free cash flow, forecasts, valuation drivers, or transaction structure
Restructuring & Special Situations
Specialist guidance for complex situations that connects financial and capital solutions for debt, liquidity, and lender matters with the operational and strategic execution needed for turnaround priorities.
- Liquidity or capital-structure stress
- Challenged lender or creditor relationships
- A sponsor-backed turnaround, recovery, or special situation
Strategic Execution & Performance
Strategic and operational guidance, including interim executive management, to stabilize leadership, strengthen performance, manage change, and align financial priorities with execution.
- Growth or profitability pressure
- Sponsor-backed performance improvement or complex portfolio-company operating decisions
- Market, demand, competitive, financial, or economic feasibility analysis before a major growth, investment, or expansion decision
- A leadership vacancy, transition, turnaround, or integration requiring interim executive management
One Firm. One Standard.
Clients engage Perrin & Co. as their primary advisory relationship. Perrin & Co. owns and leads the engagement.
Perrin & Co. draws on its established Managing Director team and Specialized Capabilities to deliver the work at hand, while maintaining responsibility for the client experience, engagement delivery, and a consistent standard of service from start to finish.
For sponsors and portfolio-company leaders, the same integrated relationship can support the business across the investment lifecycle.
- 01Diligence & Acquisition
- 02Capital Structure & Financing
- 03Portfolio Company Performance
- 04Transformation & Special Situations
- 05Exit Readiness
Find the Expertise Your Situation Requires.
Select the areas where you need support and explore the Perrin & Co. Managing Directors whose experience may be relevant.
Find the Right Advisor