Cayne Crossing

What Cayne Crossing does

Cayne Crossing is a private financial advisory firm founded in 2021 and headquartered in Atlanta, Georgia, specializing in M&A advisory, financial due diligence, and ongoing financial services for lower middle market companies with $500k to $10m EBITDA. Co-founded by Derek Pitts and Josh Thomas, both former KPMG M&A advisory professionals, the firm offers a unified suite of services including Quality of Earnings (QofE) analysis, Financial and Tax Diligence, Buy-Side Diligence, and Sell-Side Readiness, complemented by recurring Outsourced Accounting, Fractional CFO, and Tax Compliance services. The firm has serviced 27-29 clients in 2025 with a combined transaction value exceeding $1B and a median enterprise value of $7M, serving entrepreneurs, self-funded searchers, private equity sponsors, family offices, and business operators navigating acquisitions and exits. Pricing is primarily fixed-fee on a project basis, with the firm emphasizing Big 4-quality rigor scaled to smaller deal sizes.

Cayne Crossing's core differentiator is its talent: a team of 15+ professionals with credentials from Big 4 firms (KPMG, PwC, EY, Grant Thornton, Alvarez & Marsal, Forvis Mazars) and operational experience, including multiple CPAs and CFAs. The co-founders and team members have collectively advised on hundreds of acquisitions and personally invest in and operate small businesses across solar, landscaping, logistics, food distribution, and traffic control industries, providing practical operational insight that informs advisory work. The GTM motion is relationship-driven, relying on direct outreach, referrals from satisfied clients, and thought leadership content with minimal paid advertising.

The business model is professional services revenue from fixed-fee diligence engagements and recurring accounting/CFO/tax retainers, delivered through a consultative sales process from initial conversation through LOI, closing, and post-close support. Cayne Crossing employs CPAs but is not a licensed CPA firm, and operates as an independent, founder-owned company with no disclosed external investors or parent organization.

Name

Cayne Crossing

Legal name

Cayne Crossing

Website

https://caynecrossing.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Cayne Crossing is an Atlanta-based M&A advisory and financial diligence firm founded in 2021, serving lower middle market companies with $500k to $10m EBITDA. It provides Quality of Earnings analysis, financial and tax diligence, and recurring outsourced accounting, fractional CFO, and tax compliance services to searchers, PE sponsors, and operators.

Ownership category

akta.pro rank

Product category

Lower Middle Market M&A Advisory and Financial Services

NAICS

Other Accounting Services (541219)

akta.pro primary industry

Transaction Services (Financial, Tax & Commercial Due Diligence) (BPAHAOAB)

akta.pro secondary industries

Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• M&A advisory services
• Quality of earnings
• Financial due diligence
• Fractional CFO services
• Tax compliance services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Quality of Earnings (QofE) Services: Fixed-fee engagements for buy-side and sell-side Quality of Earnings analysis, providing financial diligence and independent assessment of business profitability, cash flow, and risk factors for lower middle market transactions.
2. Financial & Tax Diligence: Due diligence services assessing financial health, tax position, working capital, and risk factors for M&A transactions. Services include identifying red flags, validating earnings, and evaluating transaction structures.
3. Outsourced Accounting: Ongoing bookkeeping, financial reporting, and back-office support services provided to businesses on a recurring basis, delivering reliable financials without the cost of building internal teams.
4. Fractional CFO Services: Strategic financial leadership services for growing businesses, including forecasting, cash flow management, budgeting, capital structure optimization, and investor communications on a part-time basis.
5. Tax Compliance: Ongoing tax filing and compliance services including sales tax, payroll tax, and complex pass-through entity structures to keep businesses in good standing with federal, state, and local requirements.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Cayne Crossing provides M&A advisory, financial and tax due diligence, and ongoing financial leadership services to lower middle market companies with $500k to $10m of EBITDA. The firm serves entrepreneurs, searchers, private equity sponsors, family offices, and business operators with services spanning Quality of Earnings analysis, buy-side and sell-side diligence, outsourced accounting, fractional CFO support, and tax compliance. The offering combines Big 4-grade diligence methodology with hands-on operator perspective, with engagements delivered through direct, consultative client relationships.

Product overview

Cayne Crossing is a financial services firm offering a unified suite of M&A advisory and operational support services for lower middle market companies with $500k to $10m EBITDA. The core offerings include Financial & Tax Diligence, Quality of Earnings (QofE) analysis, Buy-Side Diligence, and Sell-Side Readiness services, complemented by ongoing operational support through Outsourced Accounting, Fractional CFO, and Tax Compliance services. The company primarily serves entrepreneurs, searchers, private equity sponsors, and operators navigating acquisitions and exits. Note: Cayne Crossing employs CPAs but is not a licensed CPA firm.

Differentiator

Problem solved

Functional benefit

Products and services

• Quality of Earnings (QofE) Rigorous analysis of a business's profitability, cash flow, and risk that goes beyond financial statement review, examining customers, vendors, employees, and bank data to reconcile operational reality with reported numbers. Delivered to buyers and sellers in lower middle market transactions.
• Financial & Tax Diligence Due diligence services that assess the financial health and tax position of target companies, identifying red flags, validating earnings, evaluating working capital, and understanding performance drivers for buyers and sellers.
• Outsourced Accounting Reliable bookkeeping, reconciliations, financial reporting, and back-office support handled by experienced professionals, providing accurate and timely financials without the cost of an internal team.
• Fractional CFO Strategic financial leadership services providing experienced financial executives for forecasting, cash flow management, budgeting, capital structure, and investor communications on a part-time basis.
• Tax Compliance Compliance services for local, state, and federal tax requirements, including sales tax filings and complex pass-through structures, with proactive risk identification and planning opportunities.
• Buy-Side Diligence Advisory services for entrepreneurs, investors, and operators acquiring businesses, including opportunity evaluation, risk identification, and deal navigation from LOI through closing.
• Sell-Side Readiness Exit planning and execution services including sale strategy development, market understanding, banker selection guidance, financial preparation, and transaction support for business owners.
• Search Fund Advisory Partnership with entrepreneurial operators searching for businesses to acquire, providing strategic insight, transition support, and ongoing tax and accounting services for post-close success.

Quantifiable outcome

• Saved client over $400,000 on net working capital negotiations from a $25,000 QofE investment
• +3 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor.

• YSM SolarminorOthersInvestment portfolio company in the solar industry. Cayne Crossing partners with and invests in small businesses built to last, providing hands-on approach, rigorous diligence, and long-term commitment.
• Rocky Mountain ReclamationminorOthersInvestment portfolio company in the landscaping industry. Cayne Crossing invests in businesses with exceptional entrepreneurs.
• Plant PeddlerminorOthersInvestment portfolio company. Cayne Crossing provides financial partnership and operational support to small business operators.
• GeminiminorOthersInvestment portfolio company. Cayne Crossing invests in businesses across diverse industries reflecting hands-on approach and long-term commitment.
• Curtis PackingminorOthersInvestment portfolio company in food distribution. Cayne Crossing invests in businesses built to last with exceptional entrepreneurs.
• CMC Traffic ControlminorOthersInvestment portfolio company in logistics/services. Cayne Crossing invests in businesses where they provide financial partnership and long-term support.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Grant Thornton: Top-7 accounting firm with a national transaction advisory services practice that runs QofE and financial due diligence on middle-market deals. Paul Dubsky joined Cayne Crossing from Grant Thornton's TAS practice after leading 100+ M&A engagements there.
• RSM US: Top-6 accounting firm with a substantial transaction advisory practice serving private equity and family-owned businesses in the middle market. Direct overlap in lower-middle-market M&A diligence and outsourced finance services.
• BDO USA: Top-5 accounting firm with a transaction advisory practice focused heavily on middle-market and private equity deals. Competes with Cayne Crossing for sponsor-led diligence mandates and lower-middle-market QofE work.
• PwC (Deals Practice): Big 4 firm with a global Deals practice covering M&A due diligence, QofE, and tax structuring. Several Cayne Crossing professionals (Chris Williamson, Andrew Thornton, Prachi Sankalia) began at PwC, evidencing direct talent overlap.
• EY-Parthenon: Big 4 strategy and transactions business competing in diligence, QofE, and value creation work for PE and corporate buyers. Kaitlyn Harris began her career in EY's Audit & Assurance practice before moving to M&A advisory.
• Forvis Mazars: Top-10 accounting firm formed by the merger of FORVIS and Mazars, with a significant transaction advisory practice serving lower- and middle-market M&A. Casey Potts and Prachi Sankalia both came from Forvis Mazars' TAS group, indicating direct overlap in talent and deal types.
• KPMG (Deals & Transaction Services): Big 4 firm whose Deal Advisory practice is the alma mater of Cayne Crossing's co-founders (Derek Pitts and Josh Thomas both began at KPMG). Competes across the diligence value chain and is increasingly extending coverage down-market.

Direct peers

• Frazier & Deeter: Top-100 advisory firm with a transaction advisory and QofE practice serving middle-market and PE-backed companies. Paul Dubsky's career history includes Frazier & Deeter, evidencing close overlap in deal size, client base, and service model.
• Bennett Thrasher: Advisory firm with transaction services and tax diligence practices serving middle-market M&A. Paul Dubsky previously led work there and is a direct connection to Cayne Crossing's talent base and client overlap.
• Alvarez & Marsal: Global professional services firm with a large transaction advisory / QofE practice serving middle-market and large-cap deals. Direct competitor for buy- and sell-side diligence talent; John Mitchell joined Cayne Crossing from A&M, evidencing overlap in deal profiles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cayne-crossing
• Xx.com/CayneCrossing

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cayne Crossing