
Finance & Risk
For businesses facing structural financial challenge or preparing to maximize exit value.
What we do

Financial Governance & Board Advisory
Board-level financial governance, audit committee support, and independent financial expertise.

PE Portfolio Value Creation & Operating Partner Advisory
Confirmatory diligence, blueprinting, 180-day plans, and embedded value creation across commercial, operational, financial, talent, technology, and governance dimensions.

Internal Audit, Risk & Compliance
Risk-based audit programs, SOX compliance, enterprise risk management, and the governance frameworks that hold.

Turnaround, Restructuring & Distressed Situations
Embedded operating leadership through cash crisis, bankruptcy, and the rebuild that follows.

PE Exit Optimization & Value Maximization
CIM-as-operating-agenda framework, multi-year value building, and the exit preparation that begins three years before the process.

Geopolitical & International Trade Risk Advisory
Asia market entry, China and Korea regulatory and digital architecture, and the trade risk navigation that protects international thesis.
Examples of our impact

Delivered PE value creation strategy at 147% above plan
Led a complex 7-prong transformation program for a large platform acquisition in human capital management that included cost optimization and price increase strategy for a highly sensitive population, delivering a 7.9% lift on GM and a 12.8% lift on EBITDA (147% above plan) in the first 6 months of the acquisition.

$1.3B packaging exit at +20% market premium
Secured a 20% market multiple premium on a $1.3Bpackaging exit deal through careful value creation plan optimization during exit prep.
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Bacardi global internal audit and ERM
Implemented an internal audit function that strengthened controls across multi‑jurisdiction operations, driving measurable reductions in financial, operational, and compliance risk. Designed risk‑calibrated audit plans that surfaced high‑impact issues and accelerated remediation. Ensured flawless SOX compliance with zero material weaknesses. Built and operationalized a full Enterprise Risk
Management program that identified
enterprise‑level risks, closed critical gaps, and improved organizational resilience.

Streetwear brand China and South Korea market entry
Spearheaded market entry and successfully scaled leading US street wear brand across South Korea and China driving significant volume. Developed and executed go-to-market strategies that established a strong, localized brand presence in both East Asian markets. Directed cross-functional teams to successfully launch the brand in China and South Korea, adapting core messaging to resonate with local consumer behavior

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Our practice leaders
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KAREN FORD
Miami
Karen focuses on finance and risk at The Convened, working on internal audit, financial control, SOX and board-level governance. She brings a 28-year career leading global finance, internal audit and compliance teams across consumer goods, technology supply chain, automotive and quick-service restaurants — most recently as VP of Global Internal Audit at Bacardi.


