Private Equity

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. With valuations at all-time highs, it is essential for Private Equity funds to have a portfolio support team, either internally or externally, to enable such enhancements to be consistently implemented across their investments in a timely manner. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

How We Serve Private Equity

Integration
Support

Whether it’s a small ‘tuck-in’ or a ‘game-changing’ acquisition that significantly transforms the operating model, current market valuations have elevated the need to realize Day 1 synergies. We provide integration planning and execution that will maximize synergies and the return on investment.

Optimized
Reporting

Reporting is a fundamental component to life under Private Equity ownership. We design and implement repeatable and automated reporting processes that enable portfolio companies to efficiently and accurately perform their ongoing reporting requirements.
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IT
Diligence

We provide pre- and post-transaction diligence to evaluate a company’s IT environment against its ability to scale and empower the investment thesis. For each identified risk, alternatives are developed and quantified to enable a clear understanding of the financial exposure.
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Operational
Diligence & Assessments

Private Equity is often exploring transformative investments that require new future state operating models to drive the desired value creation. We assess and develop a ‘bottom-up’ cost structure of the new target operating model, taking into account both one-time and recurring costs.
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Systems Strategy, Selection
& Implementation

All too often, newly acquired companies are operating on legacy IT systems incapable of scaling with the anticipated growth of the company. New cloud-based ERP and third-party business applications are required to support and enable the investment thesis. We formulate and oversee the systems strategy, selection and implementation to ensure your portfolio is utilizing an appropriate suite of systems.

Working Capital
Optimization

We are certified implementation partners of Coupa, a leading spend management platform that helps portfolio companies improve visibility into spend and optimize working capital.
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Purchase Accounting &
Net Working Capital True-Up

Following an acquisition, a host of accounting adjustments are required to appropriately account for the acquisition and finalize the transaction. We help newly acquired companies navigate the post-close accounting requirements, including Purchase Accounting and calculation of the Net Working Capital Adjustment.

Sell-Side
Assistance

Driving the maximum value in a sale requires preparation. We help companies effectively prepare for a transaction by supporting the analysis, review and preparation of key financial and operational information, including the establishment and maintenance of the data room.
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Finance
Transformation

The requirements, expectations and overall role of a company’s Finance & Accounting function changes after receiving a Private Equity investment. We transform the organization, processes and technology to enable growth and scalability.
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Featured Insights & News

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Meet Our Leadership Team

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CHRIS CLAPP

Partner Lead

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RODERICK CARMODY

Partner

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KEITH LINHART

Partner

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RYAN COMES

Director

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