As we look forward to the new year, Monomoy Advisors would like to recognize ways we helped our clients to meet their 2024 goals over the past few months.
- Assisted a life sciences diagnostics company with US GAAP financial statements, after not having been audited for years, including accounting and complex consolidation issues.
- Completed an end-to-end assessment of a Fortune 500 company’s travel process, recommending a centralized travel program to improve employee’s travel experience and drive savings through enhanced vendor management.
- Assisted a public biotech company in implementing a reverse merger transaction through project management, drafting sections of the S-4, and managing the audit timeline.
- Led a recently-listed public company through their first-year 404(a) process including controls assessment, documentation and controls walkthroughs.
- Assisted a large, acquisitive, public services company with their integration activities including legal entity rationalization and supporting process improvement initiatives.
- Supported the working capital adjustment process for a private equity backed carve-out by assessing the consistency and appropriateness of working capital items.
- Developed a value inflection financing roadmap for a large early stage venture backed company using public company analogues and current market trends.
As we begin the new year our team has identified several potential items for your consideration.
- New accounting standards will go into effect for public entities on January 1st, including updated regulation on segment reporting, stock compensation, and joint ventures.
- If the IPO market continues to strengthen, the following will enable rapid action:
- Planning timing and materials to support an all-hands organization meeting.
- Review of historical financial statements and enhancements to meet requirements.
Going into 2025 we value the support and confidence of our growing customer base and look forward to providing value added services for our clients to exceed their objectives in the new year.
The Monomoy team specializes in the following support services:
- Interim finance
- Accounting advisory
- Business process consulting / project management
- Decision support
Our clients include Life Sciences, Technology / SaaS, Industrial, Consumer / Retail and Services companies, publicly traded and privately held, and venture capital and private equity backed.
We would appreciate 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.
