Sparrow Rock gives leadership teams the finance depth to move faster and execute with confidence.

what we do

We support clients across 

Office of the CFO

Strategic financial leadership, advisory, and operational support, including FP&A, accounting, treasury, and transaction support

  • Interim and fractional CFO leadership
  • Controllership and Accounting
  • Treasury and liquidity management
  • Budgeting and forecasting
  • KPI development and monitoring
  • Finance tech implémentation and & analytics
  • Risk management, compliance and audit support
  • Strategic advisory

Origination & Transaction Support

With over $20 billion in transaction experience, our highly experienced team supports sell-side and buyside transactions for a range of clients

  • Market mapping and target identification
  • Screening and preliminary qualification
  • Pipeline tracking and management
  • Due diligence and financial modeling
  • Acquisition target analysis
  • Transaction material preparation
  • Project management

Portfolio Management & Market Intelligence

Small and midsize private capital providers are expected to do more, with less. Our robust support complements in-house capabilities

  • Portfolio analytics, monitoring and reporting
  • Peer benchmarking
  • Board and investor materials
  • Portfolio company support (project-based and ongoing)
  • Restructurings and workouts
  • Industry insights and research
  • Idea generation and validation

Mission-Driven Organization Support

Faith-based and community development organizations have unique needs and requirements.

  • Board reporting and organizational finance support
  • Technical assistance
  • Impact reporting and KPIs
  • Specialized analytics for New Markets Tax Credits and Low Income Housing Tax Credit transactions
  • For-profit joint-venture partnership representation
WHO We Serve

Built for a broad range of 

Operating Companies

Growth-stage Companies, Portfolio Companies and Corporate Development Teams

Capital Providers

Private Equity, Venture Capital, Private Debt, Independent Sponsors, Family Offices and OCIOs

Advisors

Investment Banks, Broker Dealers, M&A Advisors and Consulting Firms

Mission-Driven Organizations

Affordable Housing and Community Space Developers, Community Development Financial Institutions and Faith-based Organizations

Let’s Talk About

Whether you are evaluating your needs or have a specific mandate in mind, we’d welcome the conversation.

Typically responds within 24 hours