From M&A Due Diligence to PortCo expense optimization, our practice group understands the needs of Private Equity. We analyze, 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
Coupling the Financial Sponsor’s Exit Strategies with the Operational Needs of Portfolio Companies
Strategic Initiatives that Incorporate: EBITDA, Agility, Risk Management, Talent Retention and Tax-related Impacts
Customized Metric and KPI Analysis from each Stakeholder’s Perspective
Unique Service Offerings
For the Financial Sponsor:
Customized Metric-Driven Analytics and KPIs
C-Suite Holistic Dashboard of Portfolio Companies Operational Platforms
Real Estate, Technology, etc.
Asset Monetization Scenarios
Peer Group Benchmarking
Exit Value Enhancement Planning
Lease Restructurings, Terminations, Footprint Reductions, Sale-Leasebacks,etc.
For the Portfolio Company:
Lease & Technology Contract Abstraction
On-Going Cost Monitoring and Auditing
Technology: Wants vs Needs Assessments Including ROI Financial Modeling
Read more about Technology Assessment
Transaction and Project Management
Automated Notification Warnings and Updates
Critical Date Tracking (Options, Termination and Expiration Reports
Read more about Lease and Contract Administration
Integrated FASB 842 Compliance Planning and Reporting
Featured Consulting Services
Liability Management, Performance Enhancement, Agility Enablement, and Technology Integration
Process that matches the best solution to each problem given all the variables, pressures, and nuances presented
Lease Liability & Restructuring
Top-tier real estate advisors for companies in transition, stress, or distress