Case Study: a financial sponsor with $3.3B AUM achieves unified enterprise finance and faster reporting with Taylor White

a financial sponsor with $3.3B AUM cuts close cycle from 25 days to 5 days with Taylor White

The customer, a financial sponsor with $3.3 billion in assets under management, faced the challenge of integrating multiple newly acquired companies, each with fragmented accounting methods and reporting processes. They engaged vendor Taylor White to build a new enterprise-level OCFO function and create a scalable financial foundation for future growth.

Taylor White structured the OCFO, converted all financials to GAAP, and redesigned processes. Their solution shortened the monthly close cycle from 25 days to just 5 days, integrated several additional acquisitions, and implemented systems like Tipalti and Fathom. The result was a unified, scalable finance function equipped for continued M&A activity, providing the sponsor with timely and accurate financial reporting.

Financial Sponsor With $3.3b AUM