In today’s environment of unprecedented deal risk and high valuations, it is imperative to onboard portfolio companies and quickly shift focus from the transaction to value creation. Failure to do so could result in lost value, missed deadlines and an unsuccessful integration.
Leverage Vector Advisory to manage your Portfolio Company Onboarding process. We bring proven methodologies, an experienced team, and deep project management experience to every engagement.
To accelerate the value creation process, we work with private equity firms to establish a tailored and repeatable onboarding process. Our approach includes:
- Strategic Alignment – alignment of the portfolio company’s management team and its strategic plan with the Sponsor’s investment thesis
- Financial & Operational Baseline – assessing the structure, processes, tools and methods employed across the portfolio company to highlight key strengths, issues and opportunities