Private Equity

A demanding investment lifecycle creates complexity for deal teams and operating partners. We partner with deal teams, operating partners, and portfolio companies to elevate performance and expand possibilities across the portfolio. Our deal experts align with the investment strategy, and execute operating improvements to optimize finance, accounting, and technology processes during the hold period.

OUR SERVICES SPAN THE INVESTMENT LIFECYCLE:

MERGERS & ACQUISITIONS

Align strategy to maximize deal value with integrated buy-side or sell-side support.

POST-CLOSE TRANSITION

Achieve success early by addressing critical financial and integration needs at investment launch.

OPERATIONS EXCELLENCE

Execute operating improvements to increase EBITDA and accelerate working capital.

ACCOUNTING & FINANCE OPERATIONS

Optimize finance, accounting, and technology processes to improve transparency and support the office of the CFO.

WORKING WITH DEAL TEAMS, OPERATING PARTNERS, AND PORTFOLIO COMPANY MANAGEMENT, WE PROVIDE THE FOLLOWING SERVICES:

MERGERS &
ACQUISITIONS

POST-CLOSE
TRANSITION

OPERATIONS
EXCELLENCE

Executing successful deals

• Carve-out planning
• Separation readiness and TSA review
• Transaction modeling, analysis, and support
• Financial due diligence (buy-side and sell-side)
• IT and operations diligence
• M&A tax
• Sell-side transaction readiness
• Purchase accounting
• SPAC and de-SPAC transactions

Being ready for post-close success

• 100-day plan implementation
• Integration management
• Carve-out execution
• Back office stand-up and optimization
• Data and systems evaluation
• Interim financial management

Improving portfolio performance

• Working capital acceleration
• SG&A and direct cost optimization
• Managed services and outsourcing
• Technology enablement (ERP, CPM, CRM, HR, data and analytics)
• Close process improvement
• Supply chain optimization

Ensuring transparency and optimizing finance operations

• FP&A and management reporting
• External financial reporting
• Finance and accounting operations
• Audit readiness and technical accounting
• Capital markets and IPO readiness
• Policies and controls
• Tax provisions
• Close process improvement
• Business application optimization and automation

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