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In the Know: Optimizing the Finance Function


March 2, 2023

By: Brad Gerick

By evaluating the technology, processes, and people within the finance function of their portcos, private equity firms can make informed decisions that can lead to improved financial performance and increased profitability.

Here are a few ways they’re already doing so:

  • Technology: After an acquisition, portfolio companies incur debt that they need to measure against for the duration of the hold period. To effectively measure financial goals like these, companies need a robust, PE-grade reporting package
  • Processes: Private equity firms often look for ways to streamline processes, improve accuracy and increase efficiency by bringing in service providers like interim CFOs or finance operations groups
  • People: Firms want to ensure that the right talent is in place to effectively manage the unique demands of a PE-backed finance function. Assessing finance talent often includes bringing in search firms to fill skill gaps, or bringing in leadership coaches and training providers

If you or your portcos have a finance need, or any other third-party need, contact our research and operations team to set up a scoping call.