WHO WE ARE
Wider Path Advisors provides hands-on finance support for private equity-backed portfolio companies. We work alongside CFOs and management teams to improve cash visibility, build reliable forecasts, and strengthen sponsor and lender reporting. Our work combines corporate finance experience with practical execution.
HOW WE SUPPORT PORTFOLIO COMPANIES
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FP&A and Operating Performance: Connect budgets, forecasts, and operating KPIs to the decisions management teams need to make. Understand profitability and the drivers behind performance.
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Liquidity and Treasury: Build cash forecasts, assess working capital needs, and bring greater visibility to payment priorities, debt service, and funding requirements.
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Sponsor and Lender Reporting: Prepare consistent performance reporting and support refinancing, covenant analysis, and financial diligence with clear models and documented assumptions.
WHY WIDER PATH ADVISORS?
CORPORATE FINANCE EXPERIENCE
Draw on 20 years across FP&A, treasury, and capital markets in public companies and PE-backed businesses. We bring the analytical depth and practical judgment to evaluate operating performance, anticipate funding needs, and support management, sponsor, and lender decisions.
HANDS-ON
SUPPORT
Work through fragmented data, reporting gaps, and disconnected forecasts. We get into the detail and build outputs that support operating decisions.
BUILT FOR
HAND-OFF
Establish documented assumptions, reporting logic, and recurring workflows so internal teams can maintain the work after the engagement.
