Private Equity Solutions
Solutions Across the Entire Investment Lifecycle
Sales Due Diligence (SDD), different from Financial Due Diligence (FDD) is focused on normalizing the pipeline and forecast, assessing all elements of the Sales Performance System and benchmarking using trusted and relevant best-in-class data and proven maturity modeling techniques.
100 Day Plan
We prefer to work with founder-friendly PE firms that like to partner with their companies. Assuming the PE firm invested in the management team as well as the portfolio company’s fundamentals, we work rapidly with both to develop a plan that is then carried out by the in-tact management team.
Check and Adjust
Just what is says – our consultants monitor execution of the action plan and adjust the actions to allow for external affecting factors. The current environment is a great example of how a plan developed seven months ago is already obsolete. Our goal is to be thought partners with both the PE firm and their portfolio companies.
Divestiture Preparation
At about 12 months in advance of the target exit date we work closely with the PE firm and the portfolio company to identify those initiatives that contribute to optimizing value of the investment and jettisoning those that will not come to fruition in time to make a difference.
