About
Us

Our track record says it all

About Us

Our track record says it all

Every member of the Outliers team is a Private Equity experienced CFO who thrives in rigorous PE environments. We achieve our objectives successfully through our tried and tested practices and approach:

Every member of the Outliers team is a Private Equity experienced CFO who thrives in rigorous PE environments. We achieve our objectives successfully through our tried and tested practices and approach:

Six Sigma Process Improvement

Six Sigma Process Improvement

icon of collaboration

Constructive Collaboration

Our Story

Outliers LLC was founded by Dan Stankey, who recognized the unique and abundant opportunities facing lower middle market PE deal teams and portfolio companies — and that they come with their challenges:

  • LMM portfolio companies often lack the accounting systems, expertise, and internal controls needed by PE investors

  • The scarcity of talented finance executives with a PE mindset and expertise to build value through the private equity model

  • Many if not most LMM portfolio companies don’t need a full-time CFO with significant cash compensation & option incentives, especially early in the hold period

  • High deal execution costs, expensive management team additions, and funding of early operational initiatives result in steep J Curves and tight cash conditions

Dan’s hands-on experience building value in LMM portfolio companies over more than a dozen years helped him create his best practices ‘playbook’, and along with it, Outliers was born. Today, Dan and his team of handpicked CFO advisors, continue to help LMM portfolio company management and PE deal teams drive value up and to the upper right.

Our Story

Outliers LLC was founded by Dan Stankey, who recognized the unique and abundant opportunities facing lower middle market PE deal teams and portfolio companies — and that they come with their challenges:

  • LMM portfolio companies often lack the accounting systems, expertise, and internal controls needed by PE investors

  • The scarcity of talented finance executives with a PE mindset and expertise to build value through the private equity model

  • Many if not most LMM portfolio companies don’t need a full-time CFO with significant cash compensation & option incentives, especially early in the hold period

  • High deal execution costs, expensive management team additions, and funding of early operational initiatives result in steep J Curves and tight cash conditions

Dan’s hands-on experience building value in LMM portfolio companies over more than a dozen years helped him create his best practices ‘playbook’, and along with it, Outliers was born. Today, Dan and his team of handpicked CFO advisors, continue to help LMM portfolio company management and PE deal teams drive value up and to the upper right.

Our Philosophy

We understand the PE model, and have the scars to prove it. The speed, timeliness, need for strong metrics and data, transparency, and continual clear eyed assessment of portfolio company performance and progress often challenge management teams not accustomed to the PE model. We get it. We also believe in long term relationships, skin in the game, and Midwestern values of hard work, direct and clear communication, honesty, and a “do what it takes” mindset to drive value for investors. With Outliers, you can expect:

  • No hand holding required – We’ve lived and breathed the lower middle market, working with dozens of private equity owned companies to create value for over 13 years. We know what to do and hit the ground running.

  • Unleash CEOs and PE deal teams – we take the burden of portfolio company financial management off the CEO and the PE deal team – allowing them to focus on creating value, not hunting down financials
  • Focus on long term relationships – our “Acquisition through Exit” core service relies on building strong relationships with CEOs, PE deal teams, and PE Operating team members from the very beginning
  • The Proven Formula – timely and compelling financial information, financial and non-financial metric scorecards, pragmatic internal control systems, and a focus on top notch business systems and people is what we deliver.
  • Goal Alignment – we are believers in having “skin in the game” as a result, we view compensation as having three levers; fees, expected returns on co-invest opportunities, and value created via stock option grants

Our Philosophy

We understand the PE model, and have the scars to prove it. The speed, timeliness, need for strong metrics and data, transparency, and continual clear eyed assessment of portfolio company performance and progress often challenge management teams not accustomed to the PE model. We get it. We also believe in long term relationships, skin in the game, and Midwestern values of hard work, direct and clear communication, honesty, and a “do what it takes” mindset to drive value for investors. With Outliers, you can expect:

  • No hand holding required – We’ve lived and breathed the lower middle market, working with dozens of private equity owned companies to create value for over 13 years. We know what to do and hit the ground running.

  • Unleash CEOs and PE deal teams – we take the burden of portfolio company financial management off the CEO and the PE deal team – allowing them to focus on creating value, not hunting down financials
  • Focus on long term relationships – our “Acquisition through Exit” core service relies on building strong relationships with CEOs, PE deal teams, and PE Operating team members from the very beginning
  • The Proven Formula – timely and compelling financial information, financial and non-financial metric scorecards, pragmatic internal control systems, and a focus on top notch business systems and people is what we deliver.
  • Goal Alignment – we are believers in having “skin in the game” as a result, we view compensation as having three levers; fees, expected returns on co-invest opportunities, and value created via stock option grants

When you’re ready to take your company to the next level, reach out to Outliers.

Schedule a consultation, today

“Not all businesses are ready for a full-time CFO, but without that expertise, they may never get there. That’s why we created Outliers.”

– Dan Stankey, Founder & CEO, Outliers, LLC