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PE & Portfolio Companies

Background

Value creation is a key lever for maximising PE returns, and General Partners seeking to avoid poor execution of the investment thesis are increasingly adopting structured plans with management to drive immediate operational improvements and establish a strong foundation for long-term success. While revenue enhancement levers and management alignment with the new plans are typically the primary focus, other critical areas—such as cost management and fit-for-purpose reporting—must not be overlooked. However, the level of in-house operational involvement varies across PE firms, influencing the effectiveness of post-acquisition initiatives and the realisation of synergies.

Our services for PE & Portfolio Companies (from Pre-Deal to Post-Deal):

  • Commercial and Operational Due Diligence

  • Business Valuation and Investment Proposition

  • Management Reporting and Analytics

  • Key Performance Indicators (KPI) Cascading and Delegation of Authority (DoA) Review

  • Performance Management and Incentives

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