Private Equity Advisory Services

• Pre-Acquisition Risk Assessments and Mitigation Plans

• Post Transaction Performance Improvement Plans

• Professionalization Plans

• Interim Leadership

• Add-on Integration

• Exit Readiness / Management Team Preparation

Acquisition risk mitigation and post transaction performance improvement.

01

Due Diligence

Risk ID, mitigation plans, and upside opportunity ID / plans.

02

Assessments

Full review of people, processes, portfolio, and position.

03

Performance Improvement

Mitigate inefficiencies.

04

Add-On Integration

Help PE team avoid common mistakes.

05

Exit Readiness

Professionalizing the organization for a premium multiple.

06

Management Rehearsal

Improving messaging and confidence.

“Private equity is about rigorous due diligence and strategic long—term investment.” —Henry Kravis.

David Fedor

Helping private equity firms realize their portfolio company investment thesis.