Private Equity Solutions
Trust in our deep experience to bring portfolio company stability, visibility and insight in transition.
Even the most experienced CFOs who pride themselves as executives with strong credentials and deep experience can find themselves facing challenges in private equity owned companies. Existing leadership, team and infrastructure is often in flux even as investors are demanding insight and results. Traverse’s private equity team is comprised of experienced executives who not only possess the educational credentials and C-suite experience, but have deep backgrounds working with private equity backed portfolio companies and the nuanced environment and challenges that come with them.
How does Traverse approach PE backed portfolio companies?
The Chief Economist
Understanding the economics of the transaction for the new portfolio company is critically important for of our CFO. PE engagements are unique with debt often fueling their investment, some PE firms will emphasize profits and cash flow in a more demanding way where compared to a traditional stakeholder. Our CFOs heavy strong track record of quickly immersing ourselves into the business unit and extracting whatever data is available to meet the requirements of the sponsor.
Stewards of the Data
Among is the most critical factors in a new PE acquisition is for the fund to have access to accurate and reliable data to support and uncover new and powerful opportunities to create value and to do so quickly. For many PE portfolio companies, good data isn't always readily available. Further, their teams often lack the data analysis and tracking capabilities required to capitalize on these opportunities. With a PE time horizon, no desirable a full-blown ERP implementation generally isn't feasible. Are CFO$ understand how to use the digital technologies that are available to us and provide the visibility to maximize benefits in Monster even weeks rather than years.
Agents of Change
Understanding the economics of the transaction for the new portfolio company is critically important for of our CFO. PE engagements are unique with debt often fueling their investment, some PE firms will emphasize profits and cash flow in a more demanding way where compared to a traditional stakeholder. Our CFOs heavy strong track record of quickly immersing ourselves into the business unit and extracting whatever data is available to meet the requirements of the sponsor.
The Quarterback
Our private equity CFOs significantly enhance our clients portfolio companies efficiency and effectiveness by adopting a leadership approach that prioritizes human needs, transparency and a team-based perspective on individual qualifications. In the challenging environment of PE-owned companies, where management infrastructures are often unstable, CFOs must adeptly identify and empower capable individuals, transforming challenges into opportunities for organizational growth. Leveraging a human-led, tech-powered strategy, they focus on attracting and retaining talent skilled in data analysis, forecasting, and utilizing advanced technologies.