top of page
Image by Shubham Dhage

Finance & Risk

For businesses facing structural financial challenge or preparing to maximize exit value.

What we do
1.png
Financial Governance & Board Advisory

Board-level financial governance, audit committee support, and independent financial expertise.

1.png
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.

1.png
Internal Audit, Risk & Compliance

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

1.png
Turnaround, Restructuring & Distressed Situations

Embedded operating leadership through cash crisis, bankruptcy, and the rebuild that follows.

1.png
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.

1.png
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
n

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. ​

n

$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.​

n

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.​

n

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​

Image by Oleg Laptev
image (2).png
Our practice leaders
thumbnail_IMG_3331_edited_edited.avif
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.

Like
bottom of page