Overview: Value Creation in Private Equity
Acuity specialises in delivering tech-enabled research and Private Equity Advisory Services to value creation teams in private equity and asset management firms, working alongside them and working directly with portfolio companies to drive measurable growth and operational excellence post-acquisition. We provide tailored solutions for companies at all stages, including early-stage companies, high-growth companies and established unicorns.
We offer both strategic and operational support to unlock growth opportunities, improve financial performance and ultimately maximise the portfolio company’s return on investment for PE and asset management firms.
Our expertise spans the entire post-acquisition phase, supporting PE, asset management firms and their portfolio companies in executing strategic growth initiatives, optimising operational efficiency, implementing technological transformations and driving sustainability efforts as part of our holistic private equity value creation approach. Our portfolio-monitoring solutions ensure continued visibility on performance, enabling data-driven decision-making and proactive portfolio value creation.
Our deep industry knowledge across private markets and consulting enables our clients to leverage emerging technologies, stay ahead of the competition and collaboratively drive exponential growth for their portfolio companies with enhanced risk governance, supporting long-term value creation in private equity.
Who we serve
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PE firms’ value-creation teams -
Portfolio companies backed by PE firms -
Investment holding companies -
Portfolio companies backed by sovereign funds -
Venture-backed companies
Our Expertise in Private Equity Value Creation
Strategic initiatives
Organic growth initiatives
- Market analysis
- Product expansion
- Churn (customer retention)
- Go-to market strategy
- Strategy optimisation
Inorganic growth initiatives
- Buy-and-build (including M&A/partnership/synergy)
Talent management and leadership development
- Human capital
- Talent retention
Enterprise risk management
- Identifying and mitigating risk across the organisation
- Developing risk-management frameworks
- Conducting risk assessments and audits
Customer-retention strategies
- Developing strategies to retain and engage customers
- Implementing loyalty programmes and initiatives
- Monitoring and measuring customer-retention metrics
Operational improvement
Cost optimisation
- Operational efficiency
- Productivity enhancement
- Margin improvement
- GenAI tools for operational effectiveness
Revenue expansion
- Pricing analytics
- Product optimisation
- Marketing revamp
Leverage
- Debt refinancing
- Cashflow forecasting
Operational risk management
- Assessing and managing risks related to business operations
- Implementing risk-control measures
- Monitoring and reporting on operational risks
Cultural amalgamation
- Understanding cultural aspects and proactive management for successful integration
- Bridging gaps
Technological transformation
Data analysis and reporting
- Dashboarding
- Customised applications development
- Platform integration
Digital transformation
- Business process transformation
- Go-to-market (GTM) model re-design
- Implementing digital initiatives to modernise operations
- Improving customer experiences
- Integrate advanced technologies (such as AI, IoT and cloud)
Innovation management
- Fostering a culture of innovation
- Driving continued improvement
- Developing and managing innovation programmes
Technology strategy
- Developing strategies to leverage emerging technologies
- Aligning technology initiatives with business goals
- Conducting technology assessments and roadmaps
ESG/sustainability
ESG initiatives
- Automated ESG reporting and monitoring through managed platforms
- ESG initiatives tracking (including supply-chain management, workforce retention, strengthening of OHS)
- ESG dashboarding
- Compliance with ESG standards
- Stand-alone and integrated ESG reports
- Sustainable Development Goals (SDG) performance reports
- Thought-leadership reports
Sustainable management/SDG solutions
- Designing sustainability strategies
- Strategic planning for aligned priorities
- Performance analysis
Portfolio monitoring
Automated reporting tools
KPI monitoring (operational and financial)
Financial performance tracking
- Valuation
- Financial analysis
- Evolution (tracking and analysing financial performance)
Affinity analysis
- Deep dive into values, goals and vision
- Bottleneck analysis and ROI analysis
- Business model vs actual solution offerings
Milestone and growth plan tracking
Compliance monitoring
- Electronic communication surveillance
- Code of ethics
- Regulatory reporting
- Forensic compliance
- Investment and trading compliance
- Financial crime compliance
Change management
Change strategy development
- Developing strategies to manage organisational change
- Planning and executing change initiatives
- Aligning change strategies with business objectives
Stakeholder engagement
- Engaging stakeholders to ensure successful change implementation
- Communicating change plans effectively
- Managing stakeholder expectations and feedback
Change impact analysis
- Assessing the impact of changes on the organisation
- Identifying potential risks and mitigation strategies
- Monitoring and evaluating change outcomes
Customer Testimonials
“Great job on the contract summaries. Everyone impressed. He had been looking for this for years. Great job on short notice. Helped us successfully manage this diligence stream.”
Group VP, Business Development and M&A
“Many thanks for getting back to us and for sharing the analysis on the US. Looks very comprehensive and exactly what we are looking for.”
Head of Market Intelligence & Analysis
How we are different
Broad suite of solutions
Efficient and experienced teams
Diverse sector expertise
International delivery support centres
Flexible engagement model
What we have done
Portfolio company services to aircraft lessor – aviation portfolio company
What we are proud of
Helped the client achieve 100% growth in its portfolio (airlines) and asset value
Assisted in cost optimisation
Portfolio company support to European ERP solution provider
What we are proud of
Gap identification
Implementation of effective transformation strategy
Portfolio company support to veterinary client of US-based investment firm
What we are proud of
Assistance in developing strategies
Identification of new opportunities
Portfolio company services to US dental support organisation
What we are proud of
Helping identify gaps
Supporting strategy development
Portfolio company support to telematics player – IT portfolio company affiliated with major PE firm
What we are proud of
Saving of above 10% of corporate development budget
Improved efficiency and lower turnaround time
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Frequently Asked Questions
What is private equity portfolio advisory support?
Acuity provides private equity portfolio advisory support to PE portfolio companies and PE Operating partners. Our customized research solution spans across corporate strategy, corporate finance, sustainability/ESG, primary research, data science and compliance to the portfolio companies, and operations management for their operating partners. Acuity assists clients on all aspects of the business – strategic, operational and tactical for tracking macro-level industry developments.
How does Acuity Knowledge Partners help a private equity firm?
Acuity helps a private equity firm by supporting its operating partners in understanding the portfolio companies’ business needs and value proposition, tracking KPI’s and conducting return on investment (ROI) analysis. We also support Operating Partners in adopting best practices in operations management for their investment and bridging gaps with Portfolio companies. Acuity also supports Operating partners, through facilitation services for reporting, monitoring progress and overseeing the executions, to improve portfolio returns and help with exit opportunities.
What makes Acuity's private equity portfolio advisory support different?
Acuity has been supporting private equity and their portfolio clients for over two decades. We have the experienced teams providing broad range of customized research solutions and operation management solutions. Acuity’s diverse sector expertise, which is invaluable for PE and portfolio companies, drives informed decision-making, operational excellence, strategic growth and financial optimization across sectors.
