A key to success in sourcing deals and fundraising is to show value-added to companies invested in. This requires effective portfolio management. For the PE house, there are some vital considerations:
Despite the recent advances in technology, many organisations lack sufficient timely and relevant management information.
Where the relationship with the portfolio company is paramount, in order to enhance the efficiency and effectiveness of the business; there needs to be an approach developed which focuses on what matters, before those matters become critical.
As business pressures increase, organisations need to take advantage of the opportunities available as the owner of multiple businesses.
Our advisers use interviews, workshops and the review of performance data to help you pinpoint the key issues. Our advice can be supported by factual comparisons with competitors and our experience of working with similar businesses. Our key strength is in helping build and implement plans of action that can actually make a difference.
With our guidance you and the management team can develop a project plan encompassing the strategic, operational or financial input required to improve performance. Taking account of cultural and other factors which affect the way your organisation works, we can help you develop a program of change that all parties agree to and follow.