ClearPoint Advisory provides senior finance operating support to PE sponsors and portfolio company leadership when reporting, cash, forecast credibility, or execution discipline requires immediate attention. The work sits at the intersection of finance leadership and PE operating context: cash visibility, EBITDA bridge, lender and board reporting, KPI and close cadence, M&A integration finance, liquidity management, and exit readiness. Engagements are senior-led from intake through handoff — not staffed with junior teams behind a partner name. ClearPoint is built for situations where a PE-backed company needs finance to move at sponsor speed. That typically means one of the following is true: the finance seat is open or contested, the numbers have lost credibility with the sponsor or lender, a transaction has created integration or carve-out exposure, or the company's reporting and operating cadence has not kept up with the investment thesis. Representative work spans EBITDA recovery, refinancing support, post-close integration, liquidity stabilization, close acceleration, and finance infrastructure built to withstand board and lender scrutiny. ClearPoint Advisory is based in Chicago and works with middle-market sponsors and portfolio companies across the United States.
| Website | http://clearpointcfo.co |
| Employees | 1 (0 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
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