Post Acquisition
Value creation accelerates after close. We work alongside sponsors and management teams to strengthen finance and accounting infrastructure, improve operational visibility, and build the discipline required to achieve the investment thesis.
Optimizing financial operations
to elevate business performance
Hands-on finance transformation that converts post-close complexity into operational clarity and scalable performance.
Transaction Cycle Analysis and Optimization
Take a systematic approach to improving revenue and expenditure cycles.
Our work begins with understanding how transactions flow through the business — from order to cash and procure to pay. We evaluate current workflows, identify inefficiencies, and design practical improvements. Execution is deliberate and tailored. The result is tighter controls, improved cash flow, and stronger operating leverage.
Financial Reporting
Streamline the close process and elevate reporting standards.
This includes establishing disciplined monthly closes, strengthening reconciliations, and delivering comprehensive reporting packages that provide clear insight into revenue, margin, working capital, and cash flow. Reporting should inform decisions, not create noise.
Forecasting and Liquidity Management
Build forecasting frameworks grounded in operational drivers.
Robust cash flow forecasting, liquidity planning, and covenant visibility ensure the business can act with confidence. Daily and weekly reporting structures create real-time awareness of performance and capital needs. Liquidity is managed, not assumed.
Sales and Revenue Visibility
Implement structured revenue forecasting and performance tracking.
Daily, weekly, and monthly visibility into bookings, backlog, and realized revenue provides leadership with early indicators of performance shifts. Predictability strengthens decision-making. Discipline protects growth.
Forecast / Budget
Develop integrated budgets and rolling forecasts aligned to strategic objectives.
Our approach connects operational assumptions to financial outcomes, ensuring leadership understands the drivers behind performance. Plans are realistic, measurable, and accountable.
Post-Acquisition Accounting Support
Support the technical and operational demands of ownership transition.
This includes opening balance sheet validation, purchase accounting support, closing statement true-ups, and integration of add-on acquisitions. Accuracy at this stage prevents downstream disruption and protects credibility with lenders and investors.
Amy co-founded the firm to deliver a hands-on, execution-focused model that supports private equity portfolio companies beyond diligence and into meaningful finance and accounting transformation. She partners with investors and management teams to strengthen financial visibility, build scalable finance operations, and maximize enterprise value from acquisition through exit.
A finance leader with experience across corporate finance, M&A, and audit, Amy advises middle-market businesses through complex transactions and transition periods — helping them move from deal close to operational clarity with confidence.
Prior to launching Chelsea Street, Amy served as VP of FP&A at a private equity-backed, high-growth company, where she oversaw forecasting, financial reporting, and strategic finance initiatives. Previously, she spent over a decade at RSM, where she rose to Director of Transaction Advisory Services, developing deep expertise in financial due diligence across middle-market M&A.
Amy holds an MBA from Suffolk University and is a Certified Public Accountant in Massachusetts.
Billy works primarily on forecasting, budgeting, and board reporting initiatives, partnering closely with leadership teams to deliver clear financial insights that drive strategic decisions. His experience spans both corporate finance and transaction advisory, giving him a well-rounded perspective on growth, performance, and operational scalability.
Prior to Chelsea Street, Billy most recently served as Manager of FP&A at Nexamp, where he supported executive leadership, owned company-wide forecasting, and built FP&A infrastructure from the ground up.
He also has extensive experience in M&A transaction advisory from his time spent at RSM and KPMG, performing buy- and sell-side diligence, including quality of earnings analyses for mid-sized and large service and commercial businesses.
Billy is passionate about leveraging innovation and automation to make finance functions more efficient—freeing teams to focus less on manual processes and more on meaningful analysis.
Renee works primarily on reporting, revenue accounting, and operational finance initiatives, partnering closely with leadership teams to deliver accurate, timely insights to directly support decision-making. With experience spanning both public and private industries, she provides a well-rounded perspective on technical compliance, process improvement, and scalable finance operations.
Prior to Chelsea Street, Renee most recently served as Accounting Manager at Living Proof Inc, where she oversaw the full revenue-to-cash cycle, supported a two-day month-end close, and partnered with the Controller, CFO, FP&A, and marketing leadership on budget-to-actual analysis and spend management.
In addition, she holds extensive experience from her time at RSM US LLP, where she advanced to Assurance Supervisor, led multiple audit engagements for mid-market consumer and industrial goods companies, and supported considerations for M&A transactions.
Emily Carroll, CPA, is a seasoned accounting leader with extensive experience in controllership, financial operations, and scalable infrastructure design. As a Director at Chelsea Street Advisors, she delivers strategic controllership solutions to growing organizations and partners with executive leadership to build scalable finance organizations.
Throughout her career, Emily has built and led high-performing accounting organizations, including as a controller in industry. Her leadership philosophy centers on establishing clear accounting frameworks to build finance functions that support long-term, sustainable growth
Emily’s earlier Big 4 experience sharpened her expertise in transaction advisory, financial reporting, audit compliance, and technical accounting implementation, positioning her as an experienced advisor during periods of transformation and scale.
A Certified Public Accountant licensed in Massachusetts, Emily holds a B.S. in Accounting and Operations Management from Boston College’s Carroll School of Management
