Private Equity Consulting

Value creation is driven by growth and operational efficiency rather than leverage or capital.  As a result, you and your stakeholders are demanding more timely and relevant information regarding the performance of your portfolio companies.   However, the overwhelming amount of data in financial and operational systems can be difficult to distill down to the relevant information that helps you understand performance and make decisions.  While you are focused on ensuring that your portfolio companies are following the appropriate strategic direction, Laurus can help you protect your investment.  Our services emphasize measuring performance, monitoring ongoing operations and helping portfolio companies prepare for an eventual sale.

Measure

We help our clients collect and validate relevant data necessary for measuring financial and operating performance in preparation of ongoing monitoring, including:

  • Determining the right key performance indicators (KPIs) and other metrics important to managing the business
  • Analyzing quality of earnings, free cash flows and working capital
  • Analyzing cost structure
  • Calculating debt covenants
  • Creating 13-week cash flows in distressed situations

Monitor

Because you are monitoring the operating performance across a portfolio of distinct businesses, we can assist you with the following:

  • Designing and implementing meaningful web-based dashboard reporting programs and/or monthly reporting packages
  • Ongoing analysis, including quality of earnings rollforward, compliance with debt agreements and business drivers
  • Facilitating the transition of monitoring activities to portfolio company management
  • Providing interim management

Prepare

Our hands‐on approach gives you the resources to prepare for a successful exit, including:

  • Performing Sell-Side Financial and Accounting Due Diligence, including detailed analysis of financial information to help ensure data is robust and accurately reflects the business being sold
  • Assessing financial management and financial reporting processes


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Buy-Side Due Diligence

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 Private Equity Consulting Fact Sheet