Private Equity + Portfolio Companies

Delivering outsized value creation across transaction cycles –
despite escalating investment values, ownership cycles extending,
and exit multiples lacking predictability.

We are obsessed with ensuring operational value for every one of our Private Equity partners’ transactions.  Whether it’s acquiring a firm with latent value, building portfolio capabilities, or accelerating a growth trajectory – every move must enhance future cash flows.  Yes, we provide an objective operational perspective on pending mergers & acquisitions.  We also work alongside portfolio firm management teams to implement integration & growth strategies, embed functional performance enhancements, and optimize working capital across the order-to-cash landscape.

While “easy-to-work-with” may not show up on any portfolio performance dashboard or internal rate of return summary table, this is a reputation we aspire to earn every day.  This means embracing your heightened sense of urgency, letting your best interest be our guide, sharing promising ideas, allowing data to drive decisions, cultivating lasting relationships, and being known for treating everyone with decorum and respect. We know “easy-to-work-with” is important to you – we couldn’t agree more.

Our specialized team works closely with you, the investors, and your portfolio management teams to quantify, qualify, and deliver results across the following investment stages:

  • Deal Team participation – pre-merger & acquisition operational due diligence
  • Improvement opportunity qualification & quantification
  • Post-merger & acquisition integration 
  • Enterprise value enhancement – capability build-up, talent management, and tech optimization
  • Financial transformation – revenue enhancement, cash conversion cycle acceleration, and cost containment 

pdf ⇓:   Catalyft At A Glance – Private Equity 2018

Client Outcomes: