PE Advisory Services was created to help PE firms accelerate growth, improve performance, and grow enterprise value in their lower middle market portfolio companies.
With decades of CEO leadership in private equity owned firms, I know where the hurdles are and how to overcome them.
Why Choose Private Equity Advisory Services?
PE firms encounter challenges in their portfolio firms that can negatively impact their thesis. I know how to mitigate these challenges and get the business back on track.
Add-on Due Diligence / Integration – evaluating acquisition opportunities and helping to ensure seamless integration.
Interim Leadership – providing hands-on experienced leadership.
Performance Improvement – helping to drive measurable marketing, sales, and operational excellence (metrics).
Exit Readiness – coaching and preparing leadership teams for an upcoming transaction process.
My credentials include five (5) lower middle market PE “portco” exit transactions, numerous turnarounds, and multiple global expansion accomplishments.
Aerospace and Defense, Construction, Environmental, Energy, SaaS & BPO, Medical Devices, Transit, and Transportation.
Professionalization (proposals, processes, and people), innovation, and market expansion, within and tangential to existing lines of business.