Barken Holdings: Private Investment and Financial Consulting

Financial Consulting/Interim Support

Financial Consulting/Interim Support

Barken Holdings' financial and operations consulting business specializes in supporting the offices of the CFO, COO, and CEO for companies of all sizes—sales under $20 million to over $4 billion. While our team has experience across virtually all industries, our core strengths are:

  • Manufacturing
  • Wholesale distribution
  • Business services
  • Consumer products

We are highly accomplished financial and business leaders first—who have delivered outstanding results—successfully navigating companies through a wide range of opportunistic and difficult business scenarios.

We pride ourselves on our ability to:

  • Assimilate quickly and seamlessly with existing leadership
  • Rapidly assess the business issues and opportunities
  • Drive results through solid execution and communication

At Barken Holdings, we also limit the number of engagements we accept to remain focused on delivering only the highest quality results.

Financial Consulting Services at a Glance

Interim C-Suite Support:

  • Interim CFO
  • Interim COO
  • Interim CEO
  • Interim Corporate Controller
  • Interim Treasurer

Business Performance:

  • Profitability analysis
  • Cost control and reduction
  • Working capital management
  • Facility rationalization
  • Budgeting and forecasting
  • Liquidity planning and protection
  • Cash flow forecasting
  • Debt compliance/cash management
  • Financial reporting/analysis
  • Outsourcing financial processes
  • Insurance programs

Growth Strategy and Sustainability

  • Strategy development and projections
  • Business restructuring/turnaround
  • Refinancing
  • Acquisition strategy and process
  • Post-acquisition integration and synergy
  • 100-day planning and execution
  • "Spin-offs"; "carve-outs"
  • Capital raising strategy
  • Preparation for business sale/IPO

Interim/Fractional CFO

Interim/Fractional CFO

Our Interim/Fractional CFO Services – Unmatched and Unparalleled

  • We are personally very successful and highly experienced CFOs of private and public companies.
  • We are “world-class” career operators, NOT career consultants.
  • We are experts in finance and operations with the track record to prove it—we have “seen and done it all.”
  • We are focused only on addressing your needs and adding measurable value efficiently and effectively.
  • We integrate quickly and seamlessly into your organization with an emphasis on communication and teamwork.

We CAN help if you need:

  • A CFO to fill a temporary gap in your organization
  • A CFO, but don’t yet need one full-time
  • A highly-experienced “world-class” CFO
  • Financing or liquidity to support growth or restructuring
  • An objective strategic thought partner and strategy development and execution
  • To “turn around” your operating performance or enhance or improve profitability
  • “Best-in-class” financial planning, budgeting, and analysis
  • To prepare for a business sale or “carve-out,” or acquisition

Private Investment

Private Investment

Barken Holdings' private investment business seeks to invest equity in privately-owned companies that exhibit strong growth or cash flow potential, preferably headquartered in the Southeastern United States. Our investment focus is on companies that are either currently profitable or encountering significant financial or operational challenges.

Our approach is straightforward—partner with strong management teams with growth capital, strategic thought, and relevant commercial and operating experience to create substantial value.

We find solutions that work by being creative and flexible and customizing transaction parameters that optimize results for sellers and principals.


Key Investment Criteria

Barken Holdings’ Role:

  • Lead investor
  • Significant minority position

Preferred Industries:

  • Manufacturing/Industrials
  • Wholesale distribution
  • Business services
  • Consumer products


  • Sales – $5 million to $150 million

Transaction Types:

  • Family or principal sale or recapitalization
  • Management buy out
  • Corporate divestiture
  • Growth Capital