The portfolio company life cycle

Our experience with companies owned by private equity funds means that we have pragmatic and actionable development ideas. The link between our specialist services provides unique value creation opportunities by covering the entire transformation and not just one isolated transaction.

The model below illustrates the scope of our
consulting services related to private equity funds and their portfolio
companies depending on ownership phase. 

Marker

Pre-deal/acquisition phase

  • Deal origination 
  • Buy-side advisory (Corporate Finance)
  • Financial, commercial, operational and technology due diligence
  • Tax due diligence and transaction structuring
  • Assessment of finance function and core business processes

 

Post-deal phase

  • 100-day plan based on pre-deal/due diligence findings
  • Value creation plan
  • CFO transition and finance transformation, including financial management, budgeting and reporting advice
  • Digital transformation
  • Portfolio company audit

 

Development/operations phase

  • Organic and inorganic growth strategy development and execution
  • Operational improvement including working capital and cash optimisation
  • Testing and updating business processes and controls
  • Mid-flight review

 

Pre-sale/sales phase

  • Exit/IPO readiness
  • Sell-side advisory and process control (Corporate Finance)
  • Stock exchange listing advice and preparation
  • Vendor due diligence

 

 

Kontakt:

Sheil Malde

Sheil Malde

Leader Private Equity

Sheil leads our Nordic Value Creation Services and M&A Strategy practice. He has over 20 years of experience serving corporate and private equity clients execute deals, develop growth strategies and i... Mer