Portfolio Services
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Portfolio Companies: 3 Strategies to Improve Performance
Portfolio companies require guidance and support to increase potential, including outsourcing, aligning resources, and enhancing stakeholder communication.
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Spend Analytics: Unleashing the Value Hidden in Expenditure Data
Spend analytics is the process of dissecting expenditure data to gain a comprehensive understanding of a portfolio company’s spending patterns.
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The CFO’s 10-Step Playbook to Drive Portfolio Companies’ Success
Strategies include exploring cost savings, implementing strong internal controls, leveraging technology, and establishing a robust financial reporting system.
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Invest in Life Sciences? 5 Trends Private Equity Should Know
PE firms are mildly optimistic about life sciences assets despite economic uncertainty. Some firms are considering ERP integration and ESG ratings in deals.
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Digital Value Creation: A Path to Success for Food and Beverage Portfolio Companies
Food and beverage companies should embrace technology to enable growth, enhance operational efficiency, and connect with customers in innovative ways.
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Net Working Capital Targets: What to Know When Selling a Business
Net working capital are the funds available for a business’s daily operations and play a significant role in determining a business’s final purchase price.
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How Chief Financial Officers Can Empower Private Equity-Backed Portfolio Companies
Outsourced CFO can Enhance Value at a portfolio company.
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Is the LBO Coming Back?
By: Bobby Dormanesh During the first half of the year, the market continued to work through inflation, geopolitical instability, and rising interest rates. The IPO market was driven by a few large deals, but activity remained slow. As the market begins to shift toward moderate inflation, coupled with interest rate hikes slowing, coming to halt, […]
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Insights and Observations from the Northwest Middle Market Growth Conference
I recently had the opportunity to attend Seattle ACG’s annual “Northwest Middle Market Growth Conference.” The conference is always a highlight of the year for Seattle’s M&A ecosystem. Local and national private equity groups, investment bankers, and M&A service providers get together to talk deal flow and the overall M&A market. Perfect, sunny PNW weather […]
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Driving Portfolio Value with Data Analytics
In today’s competitive business landscape, private equity firms and venture capitalists are constantly seeking ways to drive value creation in their portfolio companies. While traditional methods such as operational improvements and strategic initiatives are still relevant, the integration of data analytics has emerged as a powerful tool to unlock untapped potential. By harnessing the power […]