Our portfolio-wide opportunity and risk assessment expertise

Procurement

Today’s leading investors are harnessing the power of procurement strategies to consolidate spend across their portfolio companies, knowing that the combined private equity portfolio has more procurement leverage than one company on its own.

Our expertise in procurement value-creation programs allows investors to secure commitments from stakeholders across their companies, set the right ambition for the procurement program, and confirm governance. We develop forward-thinking expertise by running a full range of sourcing strategies, providing training and coaching, sharing procurement best practices, and conducting post -mortems of value-creation plans and the due diligence process.

SG&A

Similarly, the variety of operating models across the portfolio—each with different organizational maturity—allows investors to uncover efficiencies in the structure and improve governance and processes to ensure that any efficiency enhancements are sustainable.

We support investors by conducting rapid benchmarks that determine the savings potential and create transparency across the portfolio. We prioritize the initiatives based on their impact and feasibility and support portfolio companies as they execute SG&A initiatives, including process optimization, IT landscape simplification, and travel policies.

ESG

Addressing how ESG initiatives impact the portfolio benefits companies by facilitating price premiums, building operational resilience, ensuring regulatory compliance, attracting capital, and lifting valuation premiums.

We help funds by assessing the ESG performance of their portfolio, shaping tailored ESG improvement plans to uplift company- and portfolio-level ESG metrics. The outputs of our work are then regularly used to track the ESG performance of companies and the portfolio as a whole.