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PE/VC PortCo Advisory

Empowering efficient, high-performing portfolio companies that keep sponsors and boards happy.

Driving PortCo success with custom finance and technology solutions.

We know what investors look for

Embark has extensive experience ensuring PortCos meet and exceed sponsor expectations. We’ll uncover opportunities for efficiency and growth—guaranteed.

The best of their best

We handpick the best people from the firms you already know: Big 4 CPAs, industry experts, and proven consultants who have been around the block.

Premium without the premium

You can't afford to get subpar consulting work. With Embark, you'll get world-class, A-list consultants at boutique firm prices.

Strategic and tactical

Our process doesn’t end with a wave goodbye and a strategy deck you end up using as a paperweight. As true partners, we bring strategies to life.

Happy consultants make happy clients

People do their best work when they’re happy. That’s why we’ve created the absolute best workplace for consultants. No wonder our NPS is over 70% higher than the industry average.

Fuel growth, optimize operations: Embark’s your expert PortCo partner.

From technology to accounting, meet your PortCo's new secret weapons.

Accounting & Reporting

Get the accurate financials and reporting you need to keep your investors and stakeholders happy.  We handle the nitty-gritty so you can focus on growth.

Digital Transformation

Put outdated tech and clunky processes behind you. We'll identify and implement the right solutions for your specific needs and ensure a smooth rollout that drives efficiency and unlocks insights.

IPO Readiness & Capital Markets

Ready to take your portfolio company public or explore other funding options? We'll help you navigate the process and prepare you for a successful outcome.

Financial Audit Facilitation

Make the audit process a breeze. We'll prepare you, streamline communication, and make sure everything goes smoothly when the auditors come knocking.

Systems Integration & Implementation

Ensure your systems work together like a well-oiled machine. We'll handle the complex integrations and migrations, resulting in seamless operations and data you can trust.

Data Analytics & Automation

Turn fragmented data into clear, actionable insights, empowering you to make smarter decisions and elevate your PortCo's performance.

Outsourcing & Team Continuity

Offload those routine accounting and finance tasks, and get specialized expertise as needed. We'll boost your efficiency and give your in-house team room to breathe.

M&A Activity

Whether you're buying, selling, or looking to merge, we'll guide your deal strategy, manage the process, and maximize the value of your portfolio.

Interim & Fractional CFO Services

Need the strategic guidance of a CFO, but without the full-time commitment? We've got your back with flexible, top-tier leadership when you need it.

Control / Process Review & Improvement

Find the weak spots and fix them before they become a problem. We'll optimize your processes and strengthen controls for efficiency and risk reduction.


Featured Case Studies


Through a combination of organic growth and key acquisitions, Solo experienced explosive growth in a short amount of time, making an IPO the next logical move. But with a tight timeline and a lean internal finance team, achieving their public listing goals seemed daunting, so they turned to Embark's team of IPO and accounting specialists for help...

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Featured Case Studies


Praetorian wanted to make a strong impression on potential investors, but its financials needed some polish to inspire confidence for equity funding. That's where Embark enters, ready, willing, and able to address critical accounting and finance needs, paving the way for funding success.

Expertise for every area of your business and industry

Stacy Galligan, CPA*

Managing Director

Adam Olsen, CPA*

Financial Accounting Advisory Practice Leader

Michael Sullivan

Managing Director, On Location Market Leader

Chase Anderson, CPA*

Capital Markets Practice Leader

PE/VC PortCo specialists to ensure every inch of a portfolio is a well-oiled machine

Drew Solomon

Managing Director, Transaction Services Practice Leader

Expert teams of ex-Big 4 CPAs, industry veterans, and elite consultants driving your business forward. That’s Embark.

What We Do

Our clients are happy. We’re happy. Everybody’s happy.

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We have had great experience with highly competent people in all projects we have engaged them for. In my experience the competence of the folks has been hard to replicate consistently with other companies. 

Melanie Merritt, Corporate Controller of Helmerich & Payne, Inc.

The team is on top of it. They have been understanding and flexible with pricing and timing the engagement. The team, at all levels, is very competent in regards to the project. They stay in constant communication and engage us in a very personal yet professional manner.

Terry Nwosuocha, CPA - Senior Director of Financial Reporting & Accounting of SecurityScorecard

Amazing supportive attitude supported by a deep and broad knowledge and skill. Our requirement is always 1000% fulfilled by Embark team.

Bruce Suzuki, Lyseon North America Inc. (LNAI)

Embark sends the best people, so much so that it makes us think that these people grow on trees. We know they don't and we are grateful for all Embark does for our team.

Brandon Walls, CPA - Vice President, Controller of Ashford Hospitality Trust

PE/VC PortCo Advisory resources

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Quality of Earnings Template & Best Practices Needed For M&As & Other Transactions

When a transaction is on the horizon, you have to be on your A-game. No matter if it's a merger, acquisition, or straightforward investment, it's time to put your best foot forward, shine your company's metaphorical shoes, and give that external party an accurate but compelling reason to proceed with the transaction.

The Reporting Automation Playbook for Private Equity Funds

Private equity firms are staring a wall of data directly in the face. And the more portfolio companies a fund has, the taller that wall gets. Granted, adding portcos and expanding a fund structure is usually a good problem to have. However, disparate data from disparate companies still poses a significant threat, especially when it comes to management reporting.

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About us

We solve complex problems for finance functions with brilliant, amazing people that love what they do. 

Join the Embark team

Want to know the secret behind our success? It's our people. Talent, pure and simple.

Explore our resources

Industry-leading resources built to educate, problem-solve, and stir up new ideas.

Reach out to Embark

Get in touch with Embark to find out how we can help.

Tell us what you need help with

All Embark solutions begin with a conversation. Fill out this form and one of our experts will follow up with a call. We can then better understand your needs and craft the right solution for your organization.

Text with a real person

Every Embark solution starts with a conversation. An expert consultant is ready to text. Really.