What Is Kordis?

Kordis serves businesses in active transaction processes—acquisitions, divestitures, fundraises, recapitalizations—or those preparing for these events. If you’re going through an M&A process and need financial modeling, due diligence support, or a sanity check on valuations, Kordis brings the depth for that specific moment.

It is not built for businesses that need day-to-day accounting, bookkeeping, or a finance team that operates continuously. If your ongoing monthly close, cash management, or financial reporting needs are unmet, a project-based consulting engagement won’t solve that—you’ll still need someone to do the operational work while Kordis handles the deal-specific analysis.

Kordis specializes in M&A support (buyer and seller side), financial modeling for transaction scenarios, capital structure advisory, and strategic finance consulting. These are high-value, time-boxed engagements that require senior finance talent for specific analytical tasks.

The consulting model means deliverables are defined by scope: a model, a valuation, a due diligence report. There is no ongoing bookkeeping, no monthly close, no treasury management. The firm brings depth for the engagement and then moves on.

Kordis does not publish pricing. Consulting engagements of this nature are typically priced by scope and seniority of the team deployed. Businesses should expect significant investment for a boutique firm’s senior attention on deal-related work, but the alternative—hiring an investment bank or Big 4 firm for the same work—is substantially more expensive.

Kordis brings focused, senior expertise to transaction-related finance work without the overhead of a full-time hire or the cost of an investment bank. For businesses that need deal-specific analytical rigor without maintaining a standing finance team, this is a sensible model.

The boutique scale means senior people do the work—there’s no junior analyst pipeline producing deliverables. If you’re a founder preparing for your first acquisition and don’t have internal finance expertise to validate what the target’s numbers mean, a Kordis engagement provides that expertise.

The project-based model means Kordis does not develop the deep institutional knowledge of your business that an embedded finance team provides. Each engagement starts from scratch in terms of understanding your operations, which reduces efficiency and depth.

There is no ongoing accounting or bookkeeping coverage. Businesses that engage Kordis for transaction support still need someone to manage the day-to-day finance operations—and those needs don’t pause while you’re working on a deal.

Pricing opacity makes it difficult to compare against alternatives before engaging. And because engagements are custom-scoped, budget overruns can be a risk if scope creeps during a transaction process.

Kordis and Eagle Rock CFO serve fundamentally different roles. Kordis is a consulting firm for specific transaction moments; Eagle Rock is an embedded finance office running your complete finance function continuously.

Eagle Rock provides the operational finance coverage (outsourced accounting services, controller oversight, treasury management) that keeps your business running while we also support strategic initiatives like capital raises and M&A prep. We don’t just model the deal—we maintain the underlying financial infrastructure that makes deal quality visible.

If you’re in a transaction process and need deal-specific modeling or advisory, Kordis can fill that niche. But for ongoing finance coverage that also supports strategic growth, Eagle Rock provides the complete package.

See our outsourced controller services and accounting services for what that includes.