Gate City Advisory

CFO Advisory & Transaction Services

Deal-ready finance for lean CFO teams

Transaction advisory and CFO operations—plus the data infrastructure and automation you keep.

Trusted by

PE-backed companiesFounder-led businessesGrowth-stage firms
The Challenge

Your team is stretched thin.
A transaction is coming.

You need to run the business AND prepare for diligence AND think about what comes after. Most advisory firms hand you a deck and disappear. You need a partner who stays.

Lean team with no bandwidth for deal prep

Data scattered across systems, not diligence-ready

Worried about surprises in due diligence

What We Do

Three integrated capabilities that work together to prepare, execute, and sustain value through transactions.

Deal Execution

Prep, diligence, modeling, QoE readiness, data room, lender and PE asks

CFO Operations

Close, reporting, FP&A, cash management, KPI frameworks

Systems & Automation

Single source of truth, integrations, dashboards, workflow automation

Our Difference

We're not just advisors—
we build the machine.

Most firms help you decide. We help you decide, execute, and automate. What we learn in diligence becomes your Day-1 operating system. The reporting, dashboards, and workflows we build don't leave when we do.

Diligence Insights
Day-1 Plan
Operating System

How We Work

Three productized offerings, each mapped to a phase of the deal lifecycle.

Deal Readiness Sprint

2-4 weeks

Get sell-side diligence ready or buy-side underwriting ready. We build the clean story, normalize KPIs, construct the model, and prepare the data room.

Deliverables

  • Diligence-ready data room
  • Normalized financial model
  • KPI dashboard
  • Management presentation support

Ideal for: Companies 3-6 months from a transaction

Diligence Command Center

Active deal

Fast-turnaround support during live diligence. We handle data requests, tie-outs, model updates, and narrative refinement so your team can keep running the business.

Deliverables

  • Rapid response to diligence requests
  • Data extraction and reconciliation
  • Model iterations and scenario analysis
  • Quality of Earnings support

Ideal for: Companies in active diligence or LOI phase

Post-Close Value Capture

First 90 days

Turn diligence insights into Day-1 execution. We unify systems, build the KPI layer, automate reporting, and track value creation levers weekly.

Deliverables

  • Integration roadmap
  • Systems and data unification
  • Automated reporting and dashboards
  • Working capital and margin tracking

Ideal for: Newly acquired companies or post-transaction integration

Beyond packaged offerings, we provide ongoing fractional CFO and finance operations support.

Explore All Services

Results That Matter

Measurable outcomes for CFO teams navigating critical transactions.

0+

Deals Supported

Across buy-side and sell-side transactions

$0M+

Transaction Value

In completed deals and capital raises

0%

Time Saved

Through automated reporting workflows

What Clients Say

Gate City didn't just help us prepare for diligence—they built the infrastructure that let us hit the ground running on Day 1. The reporting systems they put in place are still driving our monthly reviews.

CEO

$35M Manufacturing Company

Sell-side transaction

Meet the Team

Together, there are no handoffs. What we learn in diligence becomes the Day-1 plan and the operating system that runs your business.

AH

Photo coming soon

Andrew Halpern

Managing Partner

Deals & Numbers

Andy is your CFO partner for the deal and the numbers. He brings transaction advisory and fractional CFO expertise to every engagement.

Background

  • Transaction advisory experience
  • Investment banking background
  • Fractional CFO for growth companies
  • Capital raising & M&A execution
JM

Photo coming soon

Jason Miller

Managing Partner

Systems & Automation

Jason is the builder who makes it repeatable. He architects the data infrastructure, automation, and systems that stay with you after we leave.

Background

  • Enterprise systems & data strategy
  • Business intelligence & analytics
  • Automation & AI implementation
  • Scalable finance operations

Ready to get deal-ready?

Let's talk about where you are and where you're headed.