What We Do
Solutions Built for Middle Market Execution
Deep expertise across Sustainability, Finance, Human Capital, and Technology — delivered through flexible interim, fractional, and project-based models that turn strategy into measurable results.
A Partner for Your Key Business Priorities
FSI brings executive-level talent and analytical horsepower to the moments that matter most — whether you're preparing for a transaction, needing financial & accounting support, standing up a Sustainability program, or facing challenges scaling your people function. We embed alongside your team, execute against a clear plan, and leave your organization stronger than we found it.
Four disciplines, fully integrated
Finance & Accounting
Seasoned CFOs, FP&A professionals, and principal investors delivering the financial rigor institutional investors expect — on a fractional model built for today's fast-moving markets.
- Interim & Fractional CFO
- M&A and Capital Advisory
- Financial Planning & Analysis
- M&A Readiness, Due Diligence & Integration
- Profitability & Business Optimization
- ERP & Reporting Systems
- Treasury Management & Cash Forecasting
- Budgeting & 3-Statement Forecasting
Sustainability
Flexible sustainability leadership to design, manage, and execute ESG programs — emphasizing practical execution and decision-useful data over checkbox reporting.
- Interim & Fractional CSO
- Materiality Assessments
- Sustainability Reporting
- GHG Accounting
- ESG Data & Systems Advisory
- Regulatory Reporting
- Reporting Strategy
- ESG M&A Due Diligence
- Value Creation Strategy
Human Capital
Align your talent programs with business goals to enhance productivity, performance, and profitability — through interim, fractional, and on-demand CHRO services.
- Fractional & Interim CHRO
- Risk, Compliance & Policies
- Payroll, Comp & Benefits
- M&A Due Diligence & Integration
- Talent, Retention & Executive Search
- Health & Safety Programs Development
- Health & Safety Management Frameworks & Programs
Technology
From AI implementation and custom software development to ERP optimization and digital transformation, FSI helps organizations leverage modern technology to improve efficiency, accelerate growth, and create lasting competitive advantage.
- AI & Digital Transformation
- Custom Software & Application Development
- Business Systems & Technology Enablement
- Data & Business Intelligence
- Technology Strategy & Advisory
- Cloud & Platform Modernization
Capabilities that cut across every practice
Fractional Resourcing
Experienced talent, exactly when you need it. Access executive-level interim or fractional expertise without the full-time cost.
Strategy
Build smarter. Grow faster. We partner with leadership teams to design business strategies that align with long-term vision and short-term goals.
Reporting
Turn data into direction. We design and implement reporting systems that offer real-time visibility, strategic decision making, KPI alignment, and stakeholder confidence.
Due Diligence & Planning
We support buyers, sellers, and investors with objective, data-backed due diligence and planning services — uncovering risks and opportunities that drive smarter deal-making.
Systems
Integrate. Automate. Optimize. Your systems should work for you, not against you. We evaluate, implement, and improve operational and financial systems that scale.
Compliance
Confidence in decision making. We help you navigate complex regulatory and internal control environments with clarity and confidence.
Not sure where to start?
Tell us about your objectives and constraints. We'll help you scope the right engagement — and the right team — to move quickly and create lasting value.
Contact Us
Have a question or want to collaborate?
Drop us a message — we'd love to hear from you.
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