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Financial services

Financial services

Support for specialty finance, payments, alternative investments, insurance services, and financial technology reporting matters.

How we help

Common accounting advisory and valuation needs.

SEC compliance SEC reporting, 1933/1934 Act filings, SOX 404 readiness, EDGAR/XBRL coordination, and public-company technical accounting support. Complex securities valuation Derivative, warrant, option, preferred-stock, convertible, earn-out, and other complex-security valuations. Business Valuation Consulting Business valuation, tax valuation, financial modeling, statistical analysis, litigation support, and related economic consulting. Financial reporting advisory Draft financial statements and footnotes, new-standard support, and reporting deadline assistance.
Representative engagements

Examples of related client work.

ASC 606 Contract Analysis

Pavilion Payments

Payments & Gaming Technology PE-Backed

R&M delivered targeted ASC 606 revenue recognition analysis covering complex multi-element payment processing contracts and performed a comprehensive standalone selling price study. Engagement included identification of performance obligations across cash access, kiosk, and loyalty solutions and allocation of transaction price using observable evidence.

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SOX 404 Consulting

FlexShopper

Consumer Lease-to-Own Finance Public Company

R&M serves as FlexShopper's SOX 404 advisor, providing risk-control matrix design, walkthrough documentation, control testing, and remediation tracking across the company's SEC compliance program.

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Foreign Currency Matters

Flutterwave

Payments Infrastructure (Africa) Venture-Backed

R&M was engaged for ASC 830 foreign-currency matters including establishing functional currency for foreign subsidiaries, preparing remeasurement and translation adjustments, and analyzing changes in functional currency.

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Historical Reporting

Trinity Capital

Specialty Finance / BDC Public Company

R&M supported Trinity through historical reporting analysis, audit readiness, recruiting-fee accounting, and SEC professional consulting during the period leading to its public listing.

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ASC 606

CaliberCos

Alternative Investments / Real Estate Public Company

R&M provides Caliber with ASC 606 revenue recognition support, ASC 842 lease accounting, financing-transaction analyses, and controllership staffing for general-ledger support across the company's multi-entity structure.

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ASC 606

Best Claims Solutions

Insurance Claims Services PE-Backed

R&M has served as Best Claims' outsourced technical-accounting resource across revenue recognition, lease implementation, annual financial-statement preparation, and fixed-asset accounting.

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Need accounting advisory or valuation support in this industry?

We will connect you with a partner who understands the reporting, transaction, and audit context.

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