F&A Transformation for a PE Minority Acquisition

Following a private equity minority acquisition, a healthcare organization needed a rapid, objective assessment of its finance and accounting organization to support efficiency, growth, and alignment with new ownership priorities. The changes would impact multiple business verticals and required careful coordination between the PE equity team and the client’s executive leadership.

With limited time to assess gaps, define priorities, and execute improvements—without disrupting ongoing operations—the organization turned to RGP for experienced, hands-on support to help drive meaningful change during a critical transition.

We lead led a six-week deep-dive assessment of the finance and accounting function to quickly understand current-state capabilities, risks, and opportunities. The assessment resulted in a streamlined, actionable plan spanning Accounting, Finance, IT, GRC, and Capital Projects—giving leadership clarity on where to focus and how to move forward.

Following the assessment, the RGP team executed and led the post-project team supporting RFI and RFP efforts for ERP, EPM, and other critical software needs. In parallel, RGP drove project management and strategy for the capital project plan, ensuring initiatives stayed on track and aligned to timelines while day-to-day operations continued uninterrupted.

We provided a dynamic accounting team with advisory oversight across fixed assets, intercompany accounting, general accounting, finance, and reconciliations. This approach helped stabilize operations, align teams across business verticals, and position the organization for scalable growth under new ownership.