PRIVATE EQUITY AND INVESTMENT FIRMS

privateequityOur work with private equity funds and other institutional and private investment groups (e.g. hedge funds, real estate, distressed debt and family offices) is a core practice for the firm.  Our approach is focused on adding value throughout the investment life-cycle, from acquisition, to integration, to management, to exit.

Transaction Diligence

We lead and/or assist PE teams in operational, financial and strategic reviews of target companies and their management teams.  Leveraging our extensive product, customer, technology and market knowledge, we help firms dig deeper into business plans, growth strategies, capital spending and customer relationships to highlight risks and opportunities for our clients.

Value Creation

Drawing from the insights attained pre-closing, we work alongside management teams and the shareholders  to execute integration plans and operational improvement strategies that drive value.  Additionally, we help to outline M&A activities, regional expansion strategies and customer development initiatives – balancing both organic and acquisition minded growth.

Portfolio Realization

With the variety of exit opportunities available, we utilize our market insights and relationships to help owners find the “best” buyer for their companies.  Further, we help in packaging and positioning assets for presentation to prospective buyers.