Vector Advisory is a professional services firm that partners with private equity sponsors and their portfolio companies to drive value creation across the Office of the CFO, post-merger integration, and human capital. We focus primarily on the lower mid-market, where businesses are often founder-led or family-owned and taking on institutional capital for the first time.

Our work typically begins at critical inflection points—post-close, during rapid growth, or when finance, people, and operational infrastructure has not kept pace with the needs of the business. Vector helps sponsors move quickly and decisively by providing experienced, hands-on support that bridges strategy and execution.

Vector’s core offerings include CFO Advisory, Post-Merger Integration (PMI), and Human Capital Advisory. On the CFO Advisory side, we support companies with finance and accounting assessments, interim and fractional leadership, FP&A, technical accounting, ERP selection and optimization, and finance transformation initiatives. Our PMI practice helps sponsors and management teams plan and execute integrations across finance, operations, systems, and governance to ensure value creation objectives are realized. Through Human Capital Advisory, we assist with organizational design, leadership assessment, interim HR leadership, and talent strategy to ensure the people function scales alongside the business.

What differentiates Vector is our people and operating mindset. Our team brings a blend of Big Four training and in-industry experience working inside PE-backed portfolio companies. This combination enables us to operate with both technical rigor and the emotional intelligence required to succeed in founder-led and change-sensitive environments. We embed alongside management teams as an extension of the organization, not as detached consultants.

Today, Vector supports more than 60 private equity firms across North America with a flexible delivery model designed to accelerate execution, reduce risk, and drive sustainable value creation.