1. Firm Capabilities
SolomonEdwards is a privately held professional services firm focused on strategy execution. In
everything we do, we create success for our clients by providing extensive experience, deep subject
matter expertise and adaptability within ever-changing business dynamics. Through custom solutions
we execute to solve clients’ critical business issues related to business transformation, mergers and
acquisitions, accounting and finance, and governance and regulatory compliance. Our strength lies in
our ability to execute initiatives through our functional and industry experts in the energy, healthcare,
technology, and banking and financial services industries.
Our Services
SolomonEdwards’ Accounting & Finance advisory services assist
companies to balance the high demands placed on accounting
and finance departments with effective and efficient controls
and processes. From general ledger transaction processing and
business process improvement to plant and cost accounting,
financial reporting and financial system assessment and
optimization, our advisors ensure your team is fully aligned and
operating at the most efficient levels possible. We have specific
expertise around:
• SEC Reporting
• Unique & Complex Accounting Issues including New
Accounting / Converged Standards
• M&A Accounting Issues
• Audit Readiness including Accounting Policy Framework
& Design
• U.S. GAAP & IFRS Conversions
• Financial Planning & Analysis
Accounting & FinanceProgram,Project &ChangeManagement
SolomonEdwards understands the intricacy of change and
works closely with clients to ensure effective program or
project management. We can also incorporate integrated
communications and training to ensure effective change and risk
management. Working closely with clients, we develop a realistic
assessment of the organization’s history, readiness and capacity
for change – and from this assessment design custom strategies
to help clients achieve a desired future state. Though there is
no one-size-fits-all approach, our consultants have a cache of
best practices, tools and techniques that can be adapted to each
scenario and situation to ensure successful outcomes.
We help clients develop, manage and deliver complex projects
and resources by providing on-demand access to world-class
project management talent with industry specific expertise. Our
expert program managers provide clients with comprehensive
support – from planning and budgeting, to team building and
post-project reviews – to ensure that programs are completed in
a timely, efficient manner.
Business Process Optimization
SolomonEdwards brings hands on experience and expertise to
improve the efficiency and effectiveness of people, process and
financial systems, enhancing the overall reliance on financial
and operational information. Drawing on our experience and a
multidisciplinary approach, we have helped enhance business
intelligence and data management. We’ve assisted with the
selection, implementation and optimization of financial systems
and transformed finance operating models, driven faster
close cycles, designed and led the implementation of shared
service center arrangements and sharpened the performance
management framework.
Banking & Financial Services
SolomonEdwards’ Banking & Financial Services practice has
successfully tackled some of the most complex situations the
banking and financial services industry has faced in decades.
Our focus on the changing regulatory environment, combined
with superior banking experience and custom solutions, makes
us the ideal partner for financial organizations of all sizes – from
large global institutions to small community banks, as well as
government and government-sponsored financial services
organizations. We nimbly navigate the evolving regulatory
landscape so that clients can focus on their customers,
shareholders, and ultimately, on growing their businesses.
Our Banking & Financial Services team provides the expertise,
guidance and project execution financial institutions need within
the complex regulatory environment, and has been engaged
to assist clients with a multitude of issues, ranging from large
consent order responses to smaller insurance examinations.

2. Firm Capabilities
SolomonEdwardsGroup, LLC is not a registered public accounting firm.
For more information, please contact your local SolomonEdwards office:
Atlanta P 404.497.4141 | Chicago P 312.466.0101 | Houston P 713.960.8880 | New York P 212.545.9500
Philadelphia P 610.902.0440 | San Francisco P 415.391.1038 | Washington, D.C. P 703.738.9600
www.SolomonEdwards.com
Transaction & Regulatory Advisory
Transaction advisory experts work closely with private equity
firms and private equity-owned portfolio company clients to
meet their business objectives along the full life cycle of a deal.
Our experienced and knowledgeable professionals provide
support with pre-deal evaluation, transaction reporting, post
M&A integration and regulatory compliance to ensure clients
are prepared to meet and overcome any challenges that emerge
throughout the transaction.
Whether working with a private equity firm, portfolio company,
public company or a growing private business, our team of
professionals with extensive proficiency in client service,
leverage their industry expertise, transaction experience, and
deep technical knowledge to guide clients throughout each
stage of a deal.
Risk Management & Compliance
Our Risk Advisory team provides customized risk management
strategies and solutions designed to thrive in a complex financial
environment with unprecedented regulatory scrutiny. Our
deep industry expertise, combined with a comprehensive,
collaborative approach, allows us to turn risk into results that
optimize operations and foster organizational growth. We
specialize in Enterprise Risk Management, Sarbanes-Oxley
compliance, outsourced or co-sourced internal audit, specialized
audits, and governance, risk and control optimization.
Our Information Technology Specialists execute IT audit and
security reviews, compliance automation and Continuous
Controls Monitoring (CCM) to ensure clients receive a maximum
return on their IT investments, improving effectiveness and
minimizing risk.
SolomonEdwards’ Business Analytics practice works to ensure
companies are forecasting, measuring and evaluating business
performance in the critical areas necessary to maintain
competitive advantage and profitability. By developing key
performance indicators and optimizing and integrating the
utilization of necessary tools and systems, we assist our clients
in their delivery of meaningful information to support business
decisions. We specialize in system selection, implementation
and optimization and work with clients to assure their solutions
meet business objectives.
Business Analytics
Industry Expertise
SolomonEdwards has deep and proven expertise in serving the unique and complex needs arising by industry sector. We provide the
specific expertise and methodologies required to deliver outstanding results. Our industry expertise includes, but is not limited to:
• Banking and Financial Services
• Energy Resources / Oil & Gas
• Healthcare and Life Sciences
• Manufacturing
• Technology