Industry

Private Equity

Comprehensive transaction due diligence and holistic solutions for every investment stage enable you to acquire, build and exit successful businesses.

Improve Outcomes

Investing wisely and improving portfolio company performance is easier said than done. But through forward-thinking investment strategies coupled with best-of-breed technology, you can separate yourself from the competition while optimizing your EBITDA and increasing your selling multiples through portfolio company growth.

Data-based investment insights – Before embarking on your next investment, transform your due diligence process to strategically identify your next opportunity and craft a more profitable investment strategy. Our data-based investment insights solution gives you access to detailed subniche investment analyses based on buyout, growth and infrastructure transactions – removing the guesswork and replacing it with tangible PE benchmark data.
Predictive management assessment – The success of your portfolio company hinges on the strength of its management team. Our predictive management assessment provides a data-driven framework to leverage the strengths of a management team, identify and fill any gaps, and determine how the team’s unique individual skills can best drive results.

The baby boomer population is increasingly retiring from the workforce and planning imminent exit strategies. Leverage this trend to find your next investment. Our trusted advisor relationships with middle-market companies nationwide enable us to share proprietary deal flow with your PE firm, giving you additional insight into future investment potential.

Digital transformation is now imperative for all businesses. Access to real-time data and systems that integrate with each other are pivotal to making strategic and opportunistic decisions. Drive cash flow optimization and maximize your EBITDA by creating a digital transformation roadmap to help you assess your firm's and portfolio companies' technology stacks, pinpoint areas of redundancy and improve technology implementation, integration and user adoption.

Developing and continuously improving ESG programs will help you outperform your competitors, improve returns and reduce risk. As a certified B Corporation, we know firsthand how to help your PE firm build an ESG strategy and create a lasting competitive advantage.

ESG Scorecard

Are you ready to assess your private equity firm’s ESG strategy? Click on the button below to download an industry-specific scorecard to identify the ROI and KPIs for the UN’s Sustainable Development Goals (SDGs) applicable to private equity organizations.

Get Your PE ESG Scorecard

Maximize Value

Whether you’re a PE firm or family office managing portfolio companies, a PE-owned company needing more time to focus on business goals or an entrepreneurial business owner searching for a buyer, the objective is the same — increasing value efficiently. The operational, financial and strategic challenges companies encounter at each stage of their transaction life cycle require practical solutions that yield desired outcomes from deal to exit.

Private Equity Holistic Solutions for Every Lifecycle Stage

Key Industry Insights

Greater insight into your primary investment industries is more critical than ever. By taking advantage of experts in your key sectors, you can better manage your current portfolio companies and invest more effectively. Our PE experts have a proven track record in sectors that regularly endure fundamental change but also yield immense investment opportunities.

Technology

Build sustainable growth strategies to position your portfolio companies for future success

Manufacturing

Embrace agility and cutting-edge innovation to ensure businesses are running efficiently and profitably

Healthcare

Streamline portfolio companies’ processes, meet regulatory requirements and better manage revenue

Partner

Bryan Graiff, CPA/ABV/CGMA, CVA, CFE, CM&AA

Bryan has more than 25 years of diverse financial and operational C-Level experience in public and private companies.

St. Louis, MO

Partner

Chris Becze

Chris guides clients through business challenges while implementing strategies that optimize impact on their success.

Denver, CO

Partner

Amy Julian, Six Sigma Black Belt

Amy leverages insights across data, tools, people and processes to recommend changes and lead hands-on transformations.

St. Louis, MO

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Article

How the 7 New SEC Private Fund Rules Create a Need for Innovation

What’s the impact of the new rules and what opportunities do they offer for investment advisors?

November 29, 2023

Private Equity Firm Modernize Its Accounting Operations Using Sage Intacct

Case Study

Private Equity Firm Turns to Armanino to Modernize Its Accounting Operations Using Sage Intacct

Private equity firm was expanding its business operations, while in the process of doubling the number of its employees.

June 17, 2019

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Private Equity

Leverage Data-Driven Insights to Create Value

Holistic Solutions for Every Lifecycle Stage

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