Portfolio Services
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Working Capital Strategies for Portfolio Companies
Effective working capital management is not a one-time task. It requires ongoing monitoring, analysis, and adaptation to evolving market conditions.
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New Audit Standards Fund and Portfolio Companies Need to Meet for 2024
Fund and portfolio companies are subject to new audit standards for 2024. Learn the new requirements.
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Streamlining Operations, Reducing Costs for Private Equity Portfolio Companies
By streamlining processes, reducing costs, and enhancing productivity, portfolio companies can unlock their true growth potential.
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7 Strategies for Private Equity to Boost Portfolio Company Growth
By streamlining operations, improving working capital, and controlling costs, portfolio companies can enhance their financial performance and increase value.
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Heads Up PE: IRS Highlights Criminal Penalties for Willful Failure to File
The IRS has updated instructions to Forms 8858, 8865, and 5471 to emphasize criminal penalties may apply to U.S. persons for willful failure to file such forms.
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Digital and AI Unlocks New Potential for Private Equity Portfolio Companies
By using technology to streamline processes, enhance customer experiences, and for data-driven decision-making, portfolio companies can drive growth.
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Year-End Alternative Investment Fund Valuation for Accurate Assessments and Future Success
Accurately valuing investments helps comply with regulatory requirements, make informed investment decisions, and improve the fund’s long-term success.
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The Power of People: Driving Growth Through Post-Acquisition Focus
While financial and operational considerations are crucial in the acquisition process, focusing on people is equally important for driving growth.
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M&A in Private Equity: Tips to Improve Integration
Merging companies should define their integration strategy, involving communication, cultural alignment, customer experience, and IT systems integration.
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Top 5 Actions Portfolio Companies Can Take to Drive Top-Line Growth
To drive top-line growth, portfolio companies must adopt a holistic approach combining innovation, market expansion, and customer retention and upselling.