Pre-Acquisition
Before capital is deployed, value must be validated. We provide rigorous financial diligence and a clear post-close execution blueprint so investors enter ownership with visibility, control, and a defined path to performance.
Actionable insights to
drive smarter acquisitions
Disciplined financial diligence and a post-close action plan that turns transaction insight into operational execution.
Quality of Earnings
Assess the durability of earnings, separating recurring performance from one-time adjustments.
Our work clarifies normalized EBITDA, validates revenue recognition practices, and identifies areas of financial risk that may impact valuation or structure. Investors gain confidence in what they are underwriting.
Working Capital Analysis
Evaluate the true operating capital required to run the business.
This includes trend analysis, seasonality considerations, and normalization adjustments to ensure appropriate targets at close. The result is clarity around liquidity and operational sustainability from day one.
Debt and Debt-Like Items Analysis
Identify all financial obligations that affect enterprise value.
From funded debt to off-balance-sheet exposures, we quantify risk and assess cash flow impact. Surprises at close erode returns. Discipline prevents them.
Free Cash Flow Analysis
Analyze historical and projected cash generation to determine financial resilience.
Our focus is on conversion, capital intensity, and reinvestment requirements. Earnings matter. Cash sustains value.
Revenue and Profitability Analysis
Examine revenue durability and margin integrity across segments, products, and customers.
This includes pricing structure, customer concentration, churn exposure, and contribution margin trends. Growth must be profitable. Scale must be sustainable.
Cost Structure Analysis
Evaluate fixed and variable cost drivers to understand operating leverage and efficiency.
The objective is not theoretical cost savings. It is a clear view of the true cost base and its impact on future scalability.
Post-Close Blueprint
Diligence findings must translate into execution.
We will deliver a structured 30-, 60-, and 90-day finance and accounting plan that establishes reporting discipline, strengthens controls, and aligns infrastructure with the investment thesis.
Ownership begins at close. Performance begins immediately.
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
