Private Equity & Financial Sponsors

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.
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.
A private equity-owned distribution services company wanted to strengthen operations and data governance to support additional growth.
A private equity-owned marketing and sales support company wanted to evaluate the potential to utilize automation to streamline corporate functions.
A private equity-owned contract manufacturer needed to improve revenue and order flow predictability to maximize valuation, optimize production planning, and align sales compensation globally.
A private equity-owned 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.
38
%
increased productivity
A private equity-owned industrial manufacturer needed to optimize asset performance across the plant network to meet customer demand.
A private equity-owned auto parts distributor needed to transform their AR functions to optimize the collections strategy and improve the customer experience.
A private equity-owned supplier of graduation products sought to establish visibility into inventory and supply and build and refine processes around newly established capabilities to accelerate a planned ERP implementation.
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