Monomoy Advisors
Quarterly Newsletter – June 2026
As the summer season gets underway, we hope everyone had a productive and rewarding Q2. Heading into the back half of the year, we remain focused on delivering for clients across all our lines of business.
Here are some of the ways Monomoy has helped our clients recently –
- Supported a major retailer’s outsourced merchandising enablement team by leading a ServiceNow workflow rollout, including defining requirements, implementation, and user testing.
- Assessed the finance organization of a pre-IPO diagnostics company across structure, processes, and infrastructure, delivering recommendations to advance IPO readiness.
- Led a commercial launch readiness program for an MSP client’s SaaS product, orchestrating cross-functional teams across product development, first client launch, and operational readiness.
- Supported an early‑stage biotechnology company within a newly created controller function, partnering with a recently hired CFO to advance the annual audit and draft 2025 financial statements, while managing internal resources and external service providers.
- Provided accounting advisory support to an acquisitive public company, assisting with SEC reporting through a period of non-routine transactions.
- Backfilled a key finance role for a clinical‑stage therapeutics company, led monthly close, progressed SOX readiness and ITGC testing, and supported transition towards IPO readiness.
- Assumed the CFO role of a medical device company during a leadership transition, completing the year-end audit, running board and audit committee meetings, maintaining investor reporting, and enhancing finance and accounting processes for the incoming full-time CFO.
- Assisted an engineering advisory firm in documenting and resolving numerous technical accounting issues and providing audit support on key financial statements.
We are seeing trends in the market, including –
- Capital markets continue to improve with a growing number of IPOs occurring and an increase in strategic transactions, including licensing and M&A deals.
- Continued interest in international assets, both from a public market perspective and a strategic perspective.
- Robust activity on the private equity front across multiple industries, with acquisitions building platform companies in a variety of strategic areas.
We are excited to announce two promotions to Partner, Jordan Helter, in our Accounting Advisory practice, and Mike Wyzga, who will lead our Decision Support practice.
The Monomoy team specializes in the following support services:
• Interim finance
• Business process consulting/project management
• Accounting advisory
• Decision support
Our clients include Life Sciences, Technology / SaaS, Industrial, Consumer / Retail, and Services companies, both publicly traded and privately held, including venture capital and private equity-backed entities.
We would sincerely appreciate it if you could take a moment to “follow” our LinkedIn page at https://www.linkedin.com/company/monomoy-advisors/. Our focus is on thought leadership, insights, and other relevant content, including real-time updates on current events.
