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PE, VC, & Investment Banking

Revolutionizing portfolios, one PortCo at a time. Optimize operations, ignite returns and growth.

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The Reporting Automation Playbook for Private Equity Funds

PE, VC, & Investment Banking solutions

Embark provides a wide range of services for the PE, VC, & Investment Banking industry, including:

Financial Reporting & Advisory
Complex Transaction Analysis & Advisory
Financial Reporting
Financial Audit Support & Readiness
Process Optimization
Clean Up
Finance & Operations Team Continuity
Outsourced Financial Reporting
Valuation
Internal Audit and Controls
Finance Transformation
Analytics & Automation
PE/VC PortCo Advisory Services

Financial Reporting & Advisory
Finance & Operations Team Continuity
Interim & Fractional CFO Services
Digital Transformation
Capital Markets
M&A Activity
Team Continuity For Critical Talent Voids
Systems Integration & Implementation
Review and Improvement of Controls & Processes
Audit Support & Readiness
Facilitate All IPO or Acquisition Goals
Complex Transaction Analysis & Advisory

Data Analytics & Automation
Automation
Data Visualization
Advanced Analytics
Data Infrastructure
Office of the CFO Services
CFO Services (interim/fractional CFO service, capital raising)
FP&A
Treasury
Finance Transformation
M&A Activity
Pre-Transaction Diligence 
Acquisition Execution
Post-Transaction Support
Optimization and Growth
Exit: Sale, IPO, Divestiture
Valuation
Business Combinations / Purchase Price Allocation
Goodwill & Long-Lived Asset Impairment
Private Equity Portfolio Valuation
Fair Value Measurements
Bankruptcy Reporting
Financial Securities & Compensation
Tax Valuation
Economic Modeling
Digital Transformation
Technology Enablement
Project & Change Management
Data Analytics & Automation
Project & Change Management
Project/Program Management
Governance Planning and Design
Stakeholder and Change Impact Analysis
Organizational Readiness
Training Design, Development, Delivery
Knowledge Management
Strategic Planning and Roadmapping
Human Capital Transformation
Strategic Planning and Roadmap Development
Operating Model Optimization
Technology Enablement
Transactions Strategy & Support
PMO & Change Management 
Data Analytics & Automation
Finance, IT & Operations Alignment
HR System Implementation and Ongoing Support
ESG & Sustainability
Reporting Readiness & Gap Assessment
CSRD/ESRS
SEC Climate-Related Disclosures
Double Materiality Assessment
Green House Gas (GHG) Reporting & Compliance
Emissions Reporting 
Report & Disclosures Preparation
Process Design, Documentation, & Optimization
Data Collection, Mapping, & Analysis
Technology Enablement and Implementation
Project & Change Management
Capital Markets
IPO Readiness Support
IPO/SPAC Lifecycle Support
SEC Reporting and Filings
Acquisition Reporting & Advisory
Carve-out Financial Statement Support
SOX Readiness
Complex Transaction Analysis & Advisory
Financial Audit Support & Readiness
System Integration / Global Consolidation
Process Improvement
Finance & Operations Team Continuity
Outsourcing & Team Continuity

Finance & Operations Team Continuity
FP&A Team Continuity
Interim CFO Services
Fractional CFO Services
Outsourced Financial Reporting
Outsourced FP&A

An experienced, dedicated partner for every stage of the investment lifecycle.

We know capital—the players, the deals, and the language

Our unique combination of experience and in-depth industry knowledge lets us strengthen your business while improving the companies you’re investing in. 

Agility and speed

No independence issues and a deep roster of former Big 4 professionals and management consultants means we can initiate a project and scale to meet your needs on a dime.

Enhance your business

Our team's collective experience boosts alignment, streamlines operations, and unlocks hidden value across your portfolio.

Anticipate needs

Our customized services anticipate needs and opportunities, making sure you’re always moving forward.

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.

Leading transaction and portfolio advisors helping your returns soar

Meet the team

Drew Solomon

Deals Practice Line Leader

Client satisfaction that speaks for itself

Our client satisfaction scores are more than 70% higher than the industry average — here’s why:

Let's team up
Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.
Jim Buckley, Madrigal Pharmaceuticals, Inc.
Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.
Carter Bailey, Alliance Residential Company, LLC.
Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.
Gerald Mwangi, Century Mechanical Holdings
We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.
Kyle Kirk, RK Supply
Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.
Madison Trevino, Presidio Petroleum
Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!
Yvette Yanzalone, Plastics Management LLC
The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.
Amanda Heavner, INSURICA
From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!
OJ Vallejo, Mitratech Holdings, Inc.

PE, VC & Investment Banking Resources

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  • Financial Accounting
  • Technical Accounting
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Energy Energy Energy Energy Energy
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Financial Accounting 26 Jan 2023
The Reporting Automation Playbook for Private Equity Funds
Embark's Reporting Automation Playbook examines how automated solutions can revolutionize private equity fund reporting by streamlining and combining portco data.
49 embark_The lowdown on carve-out financial statements_v1_v
Technical Accounting 09 Nov 2021
The Lowdown on Carve-Out Financial Statements
Meta: Insights on carve-out financial statements, including when, where, and why they’re used, along with some tips on preparing them from Embark’s team of experts.
embark_combined vs consolidated_blog graphics_v1-05
Technical Accounting 12 Sep 2019
Combined vs Consolidated Financial Statements: What's the Difference?
A look at combined vs. consolidated financial statements, what each involves, when to use them, and how special purpose financial statements enter the picture.
 
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