Private Equity Investment for a US-based Global Private Equity Firm

  • >8

    years of partnership

  • ~$48bn

    AUM supported

  • c.50%

    time savings, to be redeployed on critical tasks


CLIENT CHALLENGES
  • The client is a leading US-based PE firm investing globally. Our partnership with the client started in 2008, with 8 FTEs supporting 1 fund, which has now grown to 32 FTEs supporting 5 funds
  • A significant portion of the client’s in-house resources were allocated to intensive research and analysis tasks, diluting its focus on critical and high-value tasks
  • The client also had aggressive deal sourcing and closure targets, but lacked bandwidth to rapidly scale up the investment process while continuing to closely monitor its existing portfolio of investments
  • High costs and lack of continuity associated with engaging consulting firms for diligence engagements drove the client to set up an offshore team that could undertake preliminary due-diligence on identified targets and also support its teams on portfolio turnaround initiatives
OUR APPROACH
  • Understood the client’s requirements, ranging from lowcomplex quick turnaround projects to high-complex multiweek assignments
  • Set up a team of 8 analysts with balanced skill sets across business and financial research
  • Developed templates and methodologies for conducting standard research tasks, in consultation with the client
  • Engaged with the client at multiple levels – project execution,team management and account management – to ensure smooth transition and alignment
IMPACT DELIVERED
  • Set up a client-dedicated offshore team with a mandate to undertake rigorous research and analysis tasks, enabling the client to focus on deal execution
  • Staffed the offshore team with consultants hired from top-tier strategy consulting firms to provide valuable insights during due-diligence assignments
  • As a result, offshore team was well equipped to start contributing on complex diligence assignments from day one
  • Over time, the offshore team assumed full responsibility of portfolio performance monitoring and reporting
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What we have done

Coverage Expansion and Support for a Global PE Firm Headquartered in Switzerland
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach