Standing Up Finance With Speed & Stability

How Brillect Helped a $200M software company build a scalable finance function during a private equity carve-out
HIGH – GROWTH COMPANY: CRITICAL TURNING POINT

A $200M software company providing marketleading financial solutions for law firms had recently been acquired by a private equity firm. The carve-out required a complete stand-up of finance operations—from establishing reporting and controls to enabling key metrics and forecasting. With no existing finance leadership and the pressure of PE deadlines, the organization needed to move quickly to create structure, visibility, and confidence in its numbers.

PRIORITIZE PEOPLE DELIVER RESULTS

Through partnership and practical execution, Brillect created scalable financial practices and repeatable processes that empowered the company’s internal team to succeed long-term.

Key outcomes included:

  • Creation of efficient, documented financial processes facilitating staff onboarding and education
  • Implemented KPIs to improved strategic visibility and leadership confidence
  • Standardized reporting tools and forecasting models to guide performance management
  • Identified cost-savings and supported restructuring efforts to improve EBITDA 800 bps

THE CHALLENGE

The newly independent business faced urgent operational and reporting gaps:
No established finance leadership post-acquisition
Limited financial infrastructure to support planning and performance
Inconsistent visibility into key metrics and forecasts
Need for finance processes that could scale with the new organization

THE SOLUTION

Brillect deployed an experienced finance leader to guide the carveout, delivering:

  • Reporting tools that improved visibility and decision-making
  • A stronger financial infrastructure and core controls
  • Support for restructuring and finance role alignment
  • A smooth transition for the incoming CFO

We didn’t just build systems—we built confidence.

THE RESULTS

The carve-out was completed efficiently and with minimal disruption to the business and lasting impact:
Stabilized finance operations and reporting during a high-pressure carve-out
Established scalable processes and controls adopted by ongoing staff
Enabled strategic planning for future growth and acquisition pipeline development
Delivered confidence through clear, timely financial insights

MOVE FORWARD–WITH CONFIDENCE

When business transitions demand speed and structure, Brillect brings clarity, capability, and calm.

We help organizations stand up finance functions that not only run smoothly—but drive strategy and growth.

Client Snapshot

INDUSTRY: Software/Legal Technology
CLIENT SIZE: ~$200M annual revenue
FUNCTION FOCUS: Finance Transformation, Strategic Planning
ENGAGEMENT TYPE: Carve-Out Advisory & Finance Leadership
LOCATION: Global

KEY OUTCOMES

Efficient, documented financial processes
Identified cost-savings and supported restructuring efforts to improve EBITDA 800 bps

Let’s talk about how Brillect
can help your business move
forward—with confidence.

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