Capabilities

Private Equity & Financial Sponsors

Private equity firms have a unique opportunity to unlock new sources of value in their existing and prospective portfolio companies. Current events have shifted customer and employee behavior to uncover unique operational synergies and revenue opportunities. Rapid developments in digital tools, advanced analytics, remote diagnostics, and automation have augmented traditional private equity playbooks, allowing firms to accelerate their diligence, operational optimization, and decision-making processes.

Operating partners that seize this opportunity can expect 10-20% in additional EBITDA. The question is no longer “if” but “how” and “where first” portfolio companies can leverage new capabilities to exploit opportunities, drive efficiencies, and accelerate innovation for growth.

Market growth remains difficult to achieve with operational complexity and continuously changing markets compounding the issue. Unlocking value in today’s market demands innovative ways to identify and leverage insights, combined with fast, agile execution. It means effectively combining digital capabilities with established operational improvement techniques to unlock previously unattainable performance and synergies.

SSA & Company targets 10-35% in increased annualized EBITDA when working with its private equity clients, often developing new operating models; harnessing data analytics to achieve better, faster results, increasing asset efficiency, and gaining new insights into markets, customers, products, channels, and pricing.

Team Contacts

“The SSA & Company team commanded the acquisition and integration with professionalism and interpersonal skills that kept us involved and satisfied while making the portfolio company feel comfortable that its best interests were at heart.”

Operating Partner, Private Equity Firm

How We Help Our Clients

CIM Review

Providing financial and operational analysis, organizational effectiveness assessment, strategic alignment review, upside business case hypotheses generation, competitive benchmarking, risks and mitigation identification, implementation assessment

Operational Due Diligence

Assessing current state of core people, process, technology, and digital components of the business, site visits & evaluation, LEAN capabilities & maturity assessment, organizational structure & census review, financial analysis & benchmarking, executive & key staff interviews & evaluations, future state & upside scenario generation, risk & mitigation identification, business case creation & investment thesis refinement (EBITDA, cash flow, operations, and organizational impacts)

Pre-Close & Day 1 Planning

Planning and readiness planning for Post-Close and Day 1 priorities; 100-day plan, critical workstream definition & prioritization, synergy target & key performance indicator definition, business case tracking, and organizational change readiness

100-Day Sprint

Enabling client team mobilization, quick hit implementation, accelerated LEAN implementation for critical processes, execution of initial organizational changes, business case & key performance indicator tracking

Business Transformation

Leading core operational improvement & LEAN transformation implementation, digital acceleration, organizational consolidation & shared service implementation, supply chain & vendor optimization, organizational optimization & rationalization, management control, and reporting

Exit Strategy

Identifying additional upside and external growth opportunities to increase portfolio company value post-exit

CASE STUDY

Uncovering Operational Efficiencies to Achieve 25% Growth

A private equity-backed fire suppression business had acquired several competitors as part of an aggressive roll-up strategy, and three recent acquisitions were performing poorly.

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Featured Team

Scott Miller
Scott Miller
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David Niles
Les Brun
Deb Henretta
Harry McMahon
Matt Katz
Fred Asbeck
Jeff Krajacic
Jim Quallen
Andrew Solar
Matt Wilson
Jeffrey Brown
Matt Derganc
Tanner Rice
Ryan Lazarus
Casey Haynes

Featured Insights

Insight

Wharton CIO Alternative Investments Summit

Announcements Featured

SSA & Company was proud to have participated in the CIO Alternative Investments Summit hosted by Wharton Private Equity & Venture Capital Alumni Association.  We were honored to partner with our colleagues across Council Advisors and The Miles Group to serve as a gold-level sponsor, supporting this forum where leaders from private equity, venture capital, hedge funds, family offices, and more shared insights on the evolving world of alternative investments.

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Insight

Featured Thought Leadership

Growth Equity Today: Adapting Buyout Playbooks to Accelerate Performance

Growth equity firms today face extraordinary market characteristics. Hold periods have extended, many investments are ‘upside down,’ and fund IRRs, on average, have turned negative. Additionally, capital costs have increased, and raising capital has grown increasingly difficult.

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Insight

Leading Portfolio Companies in Times of Uncertainty

Thought Leadership

External headwinds and difficult performance outlooks have forced private equity firms to rethink near-term prospects and portfolio company strategies. In this Value Walk article, Matt Katz and Andrew Solar outline a new playbook for private equity companies leading in uncertainty.

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Insight

Looking Back at 2023

Thought Leadership

2023 was a difficult market in many ways. Acquisitions and dollars invested along with exits and IPOs were down while capital under management continued to accumulate. As a result, the world for financial sponsors grew much more competitive, causing them to focus on building distinctive, proven competitive advantages – in raising capital, in finding deals, in exiting, and of course, in fundamental value creation.

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Case Study

Uncovering Operational Efficiencies to Achieve 25% Growth

A private equity-backed fire suppression business had acquired several competitors as part of an aggressive roll-up strategy, and three recent acquisitions were performing poorly.

Learn More

Case Study

New Acquisition Model Accelerates EBITDA at Medical Provider

A rapidly growing multi-office medical provider needed to define processes, steps, and duration, and implement performance metrics and dashboards so they could drive acquisition ROI and office contribution.

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Case Study

Developed Sustainable Operating Platform to Realize Revenue Growth at Dental Organization

A specialty dental organization wanted to create a sustainable operating platform for acquisition.

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Case Study

Delivered Revenue Realization Prediction for 15% Valuation Improvement

A private equity-owned contract manufacturer faced a diverse product set and disconnected systems that grew through acquisition.

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Find out how we can help transform your business

While today’s age of disruption and rapid digitization has companies rethinking their strategies, few know how to translate them into action and results. We work with clients to develop and implement tailor-made solutions that deliver exponential returns.

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