Built for this market, not scaled down to it.
A real third option.
The growth-stage and lower middle markets have been stuck with a bad choice for years. A large consulting firm that staffs junior analysts at premium rates, or a low-cost resource who can't operate at the standard investors expect. Exbo was built to give these companies a real third option. Four things make us that option.
Big Four talent brought to the lower middle market.
Hiring finance and accounting leadership in the lower middle market carries real risk. Companies interview well and make the hire, then learn the true caliber of that hire when the first close runs late or the board materials fall short. Quality at this level varies widely. We take that risk out of the decision.
Our professionals come from Big Four firms and led FP&A at blue-chip companies. The person who shows up on an engagement is the one who was on the pitch. Clients get that caliber of talent working on a growth-stage or lower-middle-market business.
Workflows built around AI from the start.
We use the leading AI tools available, and our workflows were designed around them from the start. AI handles the data gathering, the document review, and the first-pass analysis. That work used to consume most of the hours on an engagement.
Taking those hours out changes what a company at this size can get. The same senior team that would staff a much larger deal runs the engagement here, spending its time on judgment and on the calls that need experience. Blue-chip quality of work, scaled for the lower middle market.
One team from diligence through integration and ongoing finance.
One team carries the work across every phase. Transaction Services finds what needs to be fixed. Finance Transformation implements it. CFO and Controllership Advisory runs the function once it is built. Each phase starts with everything the last one learned.
Our diligence builds the databook at the transaction level, so that same detail moves the target’s data and processes onto the new system after close. Internal reporting matches the GAAP databook from day one, which shortens the path to clean post-close reporting.
Built for growth-stage and lower-middle-market companies and investors.
This is the only market we serve, and the firm is built around it. Our team structure matches how these companies grow, which is quickly and often in concentrated periods, whether that comes from a run of acquisitions or a sustained organic ramp.
When a client needs more capacity, we add it at the pace the business is moving, without the wait a full-time hire takes. We work inside PE and VC portfolios every day, so we know what our clients’ investors expect and what keeps a board confident. Management stays focused on running the business.
Two offices, one team, and the same standard of work in both.
We're a team of more than a hundred professionals working out of two offices. New York puts us in the middle of the market we serve, close to the funds, lenders, and management teams we work with every day. Kolkata gives us a second base of skilled finance and accounting talent and keeps work moving across time zones, so an engagement carries on after the New York day wraps up.
New York
In the middle of the market we serve, close to the funds, lenders, and management teams we work with every day.
Kolkata
A second base of skilled finance and accounting talent that keeps work moving across time zones, so an engagement carries on after the New York day wraps up.
