Private Equity Consulting
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The current market environment presents both challenges and opportunities to the traditional private equity operating model. Firms that have increased their operational focus are enjoying a competitive advantage with the ability to strengthen their portfolio companies while at the same time identifying and mitigating challenges presented by rapidly changing markets. Increasingly, firms are looking to implement portfolio wide risk management programs to create greater governance and confidence. At the portfolio company level, the focus is on executing targeted business, operational and financial changes that improve cash flow and enhance competitive advantage.
Private equity firms are turning to Protiviti for our problem-solving capabilities as they look to identify and create value. From our business consulting skills to our risk management and internal audit depth, we work with private equity firms and leaders of portfolio companies to help them achieve greater confidence in these changing environments. We seek to understand the unique strengths, risks and opportunities of your portfolio companies and where you want to take these businesses. We then collaborate with you to build custom solutions that maximize your chances for success and bring a tailored, multi-disciplinary team of professionals that fits your situation. While the process is never simple, our goal is, to help you face the future with confidence.
Read the latest PE Insights:
Our Private Equity Consulting Approach
Protiviti Private Equity consulting experts focus on the Private Equity firms’ deal thesis for each portfolio company, balancing strong EBITDA growth with prudent controls and compliance. Our approach is one of collaboration and communication with the PE firm and portfolio executives, always mindful of the purpose for which we are hired with an emphasis on speed, quality, ROI and client satisfaction.
Our approach to the investment lifecycle incorporates all necessary steps and addresses any potential challenges your organization will face.
Due Diligence
Due diligence marks one of the most time-consuming and potentially costly components within the investment lifecycle. It is also one of the most important and valuable components, thanks to its acutely interdependent nature. The cost, time and effectiveness of due diligence activities are greatly influenced by the quality of the evaluation activities that precede it.
- Set up a due diligence management office
- IT Due Diligence
- Financial & Accounting Due Diligence
- Compliance Due Diligence
- Operational Due Diligence
Integration
Once a transaction is completed, the focus turns to integrating the new portfolio company into the greater organization’s goals. We help in both direction-setting and 100-day planning.
- Direction Setting
- IMO structure & charter
- Develop target operating model
- Risk, issue & dependency management
- Communications planning
- Day 1 planning
- 100-Day Planning
- Add-on & tuck-in integration planning, support & implementation
- HR, accounting/finance, IT, legal, procurement, sales, marketing, audit & compliance integration
- Operations, product and services integration
- Business improvement opportunity assessment
Portfolio Company Operations
Cutting costs, adding value, and optimizing business processes in portfolio companies is critical to realize a successful investment. We specialize in assisting PE firms’ portfolio company operation in all areas of need:
- Business Performance
- Cyber Security
- Data Privacy
- ESG guidance and implementation
- Internal Audit
- Compliance
- Financial Management
Divestitures
We assist in sell-side due diligence and exit strategy – whether it be via IPO, strategic acquisition, or secondary sale. Our team of Private Equity Consulting experts excels in Public Company Transformation and IPO Readiness, having helped 1 of every 6 US companies* that became public registrants in the past decade.
- Sell-Side Due Diligence
- Financial modeling
- Quality of earnings & cash flow assessment
- Support for EBITDA adjustments
- Working capital target analysis & optimization
- Exit Strategy
- Public company transformation
- IPO readiness (S-1 prep, financial reporting & close process, SOX, governance & IT)
- Tax structuring & planning
- Divestiture planning & execution
*Companies that raised >$50MM in proceeds
We help private equity firms and their portfolio organizations manage critical business challenges to help them face the future with confidence. Here are some of the most pressing issues we are helping organizations to address.
Confidence in cybersecurity does not come from believing nothing will happen, it is achieved by knowing all the things that can happen and preparing both proactive and reactive solutions. Protiviti provides a holistic approach that defines what is most important to you, helping you protect yourself from unauthorized access and also react quickly and comprehensively when a breach occurs.
Continuously enhancing customer experience through service and technologies is requirement for organizations. Equally important is driving greater efficiency and effectiveness in the back office to thrive in changing environments. We help you to see the opportunities in fast moving markets, aligning people, processes and technology to transform your organization and help you to face the future with confidence.
Improving how you understand, organize and leverage your data assets is a business imperative. The challenge is identifying and capturing information in disparate systems and then organizing and managing this information to create business insights. Protiviti takes a pragmatic “one size does not fit all” perspective. We tailor solutions that fit your organization, enhancing business value through more efficient collection, distribution and usage of information.
Regulatory compliance expertise can be difficult to build in one company, much less a portfolio of companies. We help you anticipate and adapt to regulatory reforms and industry trends through innovative solutions that position your portfolio companies for sustainable performance and compliance now and in the future.
Cost and Performance Management
Faster, cheaper and better are not options for most companies, they are imperatives. In today’s competitive global environment, the ability to make and manage smart capital investments, run efficient back-office operations and manage cash flow are critical. We help you identify and implement cost management efforts while driving performance, in both good times and those more challenging.
Each stage of a transaction has unique opportunities and pitfalls. We work with you at each stage of the investment cycle to help you see more deeply into the situation, providing transaction due diligence and exit strategy/initial public offering (IPO) preparation.
Evolution of Internal Controls
In the fast-changing global market, control is critical to success. However, the demands on internal audit and finance functions continue to increase as the expectation today is not just for accurate reporting, but insights that can improve the business. We can help you steer your portfolio companies with greater precision and prescience, increasing confidence you are on the right path.
Insights
PE-Owned Firms' Perspectives on Top Risks for 2022 and 2031
PE-Owned Companies Perspectives on Top Risks for 2021 and 2031
Private Equity Imperatives – ESG, Effective Due Diligence and FP&A
Signs of the Times – M&A Best Practices, Resilience and SPACs
Board Risk Oversight Meter
The Board Institute, Inc. (TBI), in partnership with Protiviti has released TBI Protiviti Board Risk Oversight Meter™ to enable boards of directors to assess and improve the effectiveness of their risk oversight processes.
Learn more at TBI Protiviti Board Risk Oversight Meter.
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