Who We Serve

Private Equity

Delivering value across the private equity investment lifecycle

In today’s competitive deal market, private equity sponsors are increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. They need a trusted advisor to enable such enhancements to be consistently implemented across their investments in a timely manner.

We partner with private equity sponsors and their portfolio companies on complex, transformational initiatives and day-to-day operational improvements. We leverage new ideas, leading practices, and technical know-how to help private equity sponsors drive meaningful and sustainable operational changes across their portfolios.

1. Buy

2. Post Close

3. Grow

4. Exit

Create future financial value today. Here’s how.

How do I develop an end-to-end assessment of a portfolio company’s Office of the CFO?

The requirements, expectations, and overall role of a company’s finance and accounting function change after receiving a private equity investment. To enable growth and scalability, we deliver a systematic, structured, and comprehensive assessment of the Office of the CFO that culminates in an actionable roadmap.

How do I design and implement a repeatable and automated sponsor/lender reporting process?

Reporting is a fundamental component of life under private equity ownership. We design and implement repeatable and automated reporting processes that allow portfolio companies to derive meaningful performance insights in a timely and accurate manner while remaining compliant with lender reporting requirements.

What do I need to develop a comprehensive systems strategy for a portfolio company?

Developing a comprehensive systems strategy that aligns with the investment thesis is critical to a portfolio company’s success. We formulate and oversee the systems strategy, selection, and implementation across the CFO tech stack to ensure your portfolio company is utilizing an appropriate suite of systems to scale.

Forward Thinking

See all Insights

How Private Equity Firms Are Centralizing and Visualizing Portfolio Company ESG Data

Planning Isn’t Just for Finance: It Takes a Village to Be Successful

Spend Analytics: Steps to Measure and Manage Organizational Spend

How do you create present and future value for your business?

Unlock core business value from a suite of integrated solutions expertly designed for organizations like yours.

Accounting & Risk

Anticipate and respond to complex regulatory and reporting requirements.

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Technology-Enabled Transformation

Accelerate enterprise performance through people-led digital transformations.

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Transactions

Manage transaction lifecycles for maximum deal value and minimum risk.

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Meet our leader

Chris Clapp

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