Case Study: Firm’s Portfolio Company revamps FP&A and accelerates deal readiness with Catalant Technologies

How a Global Private Equity Firm’s Portfolio Company Revamped their FP&A Function Using Catalant’s Expert Marketplace

Firm’s Portfolio Company, a leader in integrated cloud-based revenue cycle management (RCM) solutions backed by a global private equity firm, needed to urgently revamp its FP&A function ahead of an anticipated add-on acquisition. To strengthen financial planning, board reporting, and performance management, the company turned to Catalant Technologies and its Expert Marketplace to find an experienced FP&A leader who could work closely with the CFO and finance team.

Catalant Technologies matched the client with an expert who helped design and implement the FP&A infrastructure, including KPI definitions, data-gap assessment, and reporting templates. Within 10 weeks, the team had built the backbone of the new FP&A process and produced board-ready reporting that supported the transaction; the engagement was then extended to seven months to continue integration support.