Standardizing financial information, especially across a private equity sponsor’s platform and add-on acquisitions, is key to measuring performance and creating value.
A key finance function of most large global companies, financial planning and analysis (FP&A) is a complex, skill-intensive discipline. With business integrations, carve-outs, and add-ons, disparate reporting systems and accounting software complicate the process further.
Our FP&A teams bring financial expertise and industry experience to businesses undergoing an M&A transition. We’re able to methodically and thoughtfully analyze operational and financial data, pressure-test and scrutinize it, then provide realistic forecasts of the upside and downside of an opportunity.
Our background in private equity and investment banking give us unique perspective on financial reporting expectations
Working with a business’ available financial data, we’re able to make reporting repeatable, standardized, and impactful — key to efficiency and accuracy. With standardized financial data, opportunities for growth open up because the business’ reporting is at the level expected by a sponsor’s investment committee and lenders.
The outcomes of our FP&A engagements include:
- More efficient transactions with a clearer view of the business
- Less pressure and impact on finance staff
- Cleaner financials and reduced reporting time
- Clearly identified risks and opportunities
Each of our engagements is tailored to the sponsor’s expectations, and we enter with a clear understanding of what needs to be accomplished and how we’ll get there. Whether on the buy- or sell-side of an M&A deal, we rapidly identify and execute on FP&A solutions so sponsors can meet their investment goals.