Representative Mandate

Company Strengthening Governance & Management Reporting

The business had grown beyond informal management processes and required stronger board information and financial discipline.

Sponsor type
PE or growth-equity sponsor
Portfolio company
Scaling operating company
Sector
Cross-sector
Geography
Japan
Company stage
Post-investment value creation
Confidentiality
Representative mandate

The business had grown beyond informal management processes and required stronger board information and financial discipline.

Reporting definitions, ownership and review cadence varied across functions.

Managed Workstream

Management-reporting design, KPI governance, board cadence and selected finance-process improvement.

ThirdHorizon team

Finance and governance lead with analyst implementation support.

Advisor background

Representative CFO, FP&A or governance experience; statutory audit, legal and regulated advice are excluded.

Management involvement

Management retains authority for financial, legal, operational and disclosure decisions.

Sponsor governance

Sponsor review focuses on milestones, dependencies and management actions rather than unrestricted operating data.

30 / 60 / 90

A milestone-based execution plan.

30 days

Information-flow and decision-rights diagnostic

60 days

KPI definitions, reporting templates and board cadence

90 days

Operating handover and management review

Representative deliverables

  • Reporting architecture
  • KPI dictionary
  • Board pack template
  • Review calendar
  • Responsibility map

Intended Operational Outcome

A clearer decision process and more consistent management information.

Potential follow-on

Potential recurring finance cadence support or permanent-team transition.

All case structures

This is a representative mandate structure only. It does not identify a client or imply a specific financial, commercial, financing or transaction result.

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Define the mandate around your company context.

ThirdHorizon will assess the baseline, advisor fit, governance and appropriate operating cadence.