At Atlantix, we get private equity. We’ve seen every portco problem in the book, and we know how to roll up our sleeves and get to work in any industry or scope. Direct experience with hundreds of deals across industries and economic cycles has taught us that while the details may be different, the underlying challenges are similar. Most companies in the middle market have basic blocking and tackling issues that are preventing them from reaching their strategic goals. Our team can identify those issues and provide solutions, giving you a true line-of-sight and a clear path forward for each of your investments.


what we offer

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  • Portfolio Assessments
  • Financial Health Check
  • Reporting Package Design
  • Budgeting and Forecasting
  • 13-Week Cash Flow Forecast
  • Interim Financial and Operational Leadership
  • Carve-out Planning and Execution
  • IPO Readiness
  • EdgeVu™ Advanced Analytics
  • Process and Internal Controls
  • Technical Accounting Support
  • Audit Readiness & Preparation
  • Working Capital Calculations and Management
  • ERP and Technology Support


When you work with us, you won’t just get a fancy presentation, or a lot of words and no action. We get in the trenches with you, collaborating with deal teams on every investment to develop customized value-creation strategies and find practical solutions to operating hurdles. Our professionals bring extensive experience, cross functional skill-sets, and a problem-solving mindset. Ready? Let’s get to work. 

How EDGEVU can help?



Forget about managing disparate financial and operational data and struggling with proprietary systems. Our EdgeVu™ suite of modular technologies is a powerful, all-in-one solution that knocks down silos and helps you harness the data across your enterprise. The result: generate insights, new knowledge, and drive smarter business strategies.

Learn more about our advisory services