Transaction Advisory & Exit Readiness
M&A due diligence, post-close integration, and sell-side execution to maximize asset value realized.
Milhaupt Strategic Advisory
Strategic Pillars
Fractional CFO & Strategic Finance
Building PE-grade financial infrastructure, KPI architecture (Power BI), and capital-market expertise.
Operational Performance & Risk
Margin optimization, labor efficiency, and P&L precision — translating shop-floor performance into board-ready results.
Institutional Board Advisory & Independent Directorship
Independent governance support aligning executive performance, investor objectives, and strategic exit oversight.
The Investment Lifecycle
Phase 1: Entry & Professionalization.
Establishing the foundation through rigorous diligence, governance design, and institutional reporting builds.
Phase 2: Operational Value Creation.
Driving EBITDA through margin analytics, pricing discipline, and capital allocation strategy.
Phase 3: Strategic Exit Execution.
Maximizing realized value through sell-side diligence coordination and management presentation leadership.
Strategic Leadership at the Intersection of Operations and Capital.
MSA is a fractional CFO and transaction advisory firm built for industrial platforms that have outgrown founder-led financial infrastructure — but are not yet ready to justify a $300K+ full-time CFO hire. We install the institutional-grade reporting, governance, and capital structure work that gets a platform ready for its next chapter.
The principals bring 15+ years of embedded PE-backed operating experience — not outside consulting. Every engagement is scoped to a specific outcome and priced for the stage the business is actually at.