Private Equity

Private Equity

From M&A Due Diligence to PortCo expense optimization, our practice group understands the needs of Private Equity.   We craft and implement defendable financial strategies designed to create accretive value by enhancing EBITDA and mitigating operational liabilities both short and long-term.  
By matching the exit strategies of the financial sponsor with the operational needs of the PortCos, we effectuate thought provoking and lasting economic change while improving the infrastructure of each organization. 

Common Pain Points

Exit Strategies

Coupling the Financial Sponsor’s Exit Strategies with the Operational Needs of Portfolio Companies

Strategic Initiatives

Strategic Initiatives that Incorporate: EBITDA, Agility, Risk Management, Talent Retention and Tax-related Impacts 

Customized Analysis

Customized Metric and KPI Analysis from each Stakeholder’s Perspective

Unique Service Offerings 

For the Financial Sponsor:

M&A Due Diligence

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Customized Metric-Driven Analytics and KPIs

C-Suite Holistic Dashboard of Portfolio Companies Operational Platforms

Real Estate, Technology, etc.

Asset Monetization Scenarios

Operations Transformation Planning

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Peer Group Benchmarking

Exit Value Enhancement Planning

Lease Restructurings, Terminations, Footprint Reductions, Sale-Leasebacks,etc.

For the Portfolio Company:

Strategic Planning

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Outsourced Portfolio Management

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Lease & Technology Contract Abstraction

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On-Going Cost Monitoring and Auditing

Operations Transformation

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Single Repository for All Documents

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Transaction and Project Management

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Automated Notification Warnings and Updates

Critical Date Tracking (Options, Termination and Expiration Reports

Read more about Lease and Contract Administration

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Integrated FASB 842 Compliance Planning and Reporting