Finance & Accounting Advisory

The firm you call when things get complex

EdgeCase Advisory works with private equity-backed and middle market companies to solve complex finance and accounting challenges, from acquisition accounting and post-close integration, to building scalable finance functions.

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Transaction & Deal Support
Purchase accounting, closing statements, BEV/409A valuations, PPA, and post-close integration
Interim / Fractional CFO
Step-in finance leadership, board and lender reporting, treasury management, and team optimization
PE / Sponsor Support
Operating partner collaboration, QofE-lite diligence, fund-level consolidation, and value creation
About EdgeCase Advisory

Independent. Experienced. PE-Focused.

Tyler Hendry, CFA, CPA
Tyler Hendry
Founder & Principal
CFA CPA Former EY PE Operating Partner

EdgeCase Advisory is an independent finance and accounting advisory firm working with private equity-backed and middle market companies. We partner with sponsors and portfolio companies in an operating partner capacity, supporting both deal execution and post-close operations.

We work directly with deal teams, portfolio company management, external auditors, lenders, and legal counsel. Our work combines the technical depth of a Big 4 background with the operating fluency of someone who has run the finance function from the inside.

Prior experience includes EY (valuation & business modeling), CFO roles at PE-backed companies, and operating partner and deal team experience at Z Capital Partners, Invision Capital Group, and Prairie Capital Advisors.

EY
Big 4 valuation & business modeling foundation
CFO
Served as CFO at PE-backed operating companies
PE
Deal team & operating partner experience across multiple sponsors
CFA
CPA
Dual credential, financial analysis and accounting expertise
What We Do

Built for the complexity of PE-backed transactions and operations

Transaction & Deal Support

Full-cycle deal accounting from pre-close diligence through post-close integration and first-audit deliverables.

  • ASC 805 purchase accounting & PPA
  • Pre-close accounting assessment & diligence
  • Closing statement & working capital true-up
  • Sources & uses preparation
  • Opening balance sheet / day-1 accounting
  • Closing-to-opening BS walk file (audit-ready)
  • ASC 820 BEV & 409A valuations
  • ASC 350 goodwill impairment testing
  • Fixed asset appraisal & useful life analysis
  • Proforma / deal modeling support
  • Covenant compliance certificate modeling
Interim / Fractional Finance Leadership

Step-in CFO and finance function leadership for companies navigating transitions, growth, or gaps in coverage.

  • Interim CFO & finance function oversight
  • Board & lender reporting
  • Treasury management
  • Budgeting, forecasting & KPI development
  • Accounting team assessment & optimization
  • Accounting talent assessment & hiring support
  • Reporting package buildout
PE / Sponsor Support

Fund-level support for sponsors managing portfolio complexity, from diligence through value creation.

  • Portfolio company finance support
  • Operating partner & deal team collaboration
  • QofE-lite & finance diligence review
  • Turnaround & underperformance analysis
  • Value creation plan support & preparation
  • Fund-level resource consolidation & vendor optimization
  • Portfolio-wide benchmarking & performance comparison
Accounting Cleanup & Infrastructure

Bringing financial records, close processes, and reporting infrastructure up to audit-ready standards.

  • Financial close acceleration
  • Cash-to-accrual cutoff analysis
  • GL & vendor master cleansing
  • Audit readiness & technical accounting
  • ASC 842 ROU / operating lease entries
  • Forensic accounting review & correction
  • Chart of accounts redesign
  • Process documentation & revisions (with execution)
Systems & Process Buildout

Selecting, implementing, and optimizing accounting systems and workflows for scalable operations.

  • Accounting system selection & implementation
  • NetSuite / Intacct / QuickBooks optimization
  • RPA opportunity identification & coordination
  • Payroll system optimization & implementation
  • Reporting package development
  • Integration of acquired entities
  • Workflow automation
Additional Finance Support

Specialized support across tax, compliance, governance, and strategic finance advisory.

  • Post-closing checklist preparation
  • Form 8594 / tax asset allocation
  • Tax opportunity identification
  • Audit & tax liaison
  • Insurance diligence review & support
  • Contract & subcontract agreement review
  • Corporate governance support
  • Company handbook preparation & support
  • Historical cleanup / catch-up
Problems We Solve

If any of these sound familiar, we should talk

Messy or incomplete acquisition accounting
Lack of finance leadership post-close
Delayed or unreliable financial reporting
Audit or lender pressure
Scaling finance during growth
Systems that don't match business complexity
Get in Touch

Let's talk about what you're working through

Whether you're navigating a transaction, a post-close mess, or need finance leadership on a fractional basis, EdgeCase Advisory is built for exactly these situations. Reach out directly.

Phone
224-507-2103
Email
thendry@edgecaseadvisory.co
LinkedIn
Tyler Hendry, CFA, CPA
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How We Engage

We work across a range of structures to fit the situation at hand.

Project-based or interim / fractional
Sponsor-referred, direct, or management-initiated
Flexible scope based on complexity
Direct engagement with sponsors and portfolio company leadership