Private Equity Support
We provide end-to-end support to private equity (PE) firms on the investment side as well as horizontal support across middle-office and back-office functions.
On the front-end investment side, we provide comprehensive service offerings to support our PE clients across their investment lifecycles. We assist them from deal sourcing and target evaluation to portfolio monitoring and advisory.
We also support middle-office and back-office teams of PE firms by providing bespoke fund raising, investor relations and fund operations solutions. We assist clients from level 1 responses to activities such as RFPs/RFIs/DDQs, client presentations, factsheet generation, fund monitoring and fund valuation, and investor reporting. In addition to dedicated support on fund valuation, investor reporting and fund administration, we are experts at integrating your data operations into your CRM system, keeping your teams informed and flexible to respond to queries faster.
Private Equity (PE) - Support we Offer
- Market mapping to identify opportunity pockets
- Target screening
- Industry or sector primers/overviews
- Trading/transaction comps
- Company profiles – short and detailed
- Hypothesis validation and thematic research
- Macroeconomic research and tracking
- Maintaining databases of market participants including PE funds, LPs and potential targets
- Tracking PE deal activity
- Fund database integration with CRM tools
- Part research as part of ongoing agreement
- Due diligence of target company
- Industry deep dives to understand target operating market
- Current and latent market sizing to evaluate scale potential
- Competitive landscaping and peer benchmarking to evaluate market positioning
- Investment memorandums
- Financial modelling and valuation analysis (LBO/DCF/relative valuation)
- Sensitivity and return analysis
- Graphics support
- Portfolio KPI tracking
- Portfolio benchmarking
- Peer group benchmarking
- Portfolio valuation – buildout and quarterly updates
- Periodic performance and bespoke LP reporting
- M&A support (buyer identification)
- Opportunity assessment
- Market selection and entry strategy
- Market sizing
- Competitive analysis
- Expert interviews for strategy formulation and opportunity size assessment
What we have delivered annually
Fund manager review
Manager track record analysis
Manager performance attribution analysis
Automation and workflow management platforms
Advanced Analytics Platform for Portfolio Monitoring
FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.
30-40% more cost-effective than other service providers
40-50% shorter turnaround time for portfolio monitoring and LP reporting
How we are different
One-stop shop for private equity services
We provide comprehensive service offerings supporting all aspects of the private equity investment lifecycle
Excellence-driven teams to improve quality of your deal sourcing
Expertise and experience in proactively sourcing and achieving maximum returns from investment opportunities
Strong private equity domain expertise to undertake complex tasks
Highly experienced and effective analysts who do the heavy lifting for you across commercial due diligence, valuation analysis, building complex distribution models and exploring previous transactions
Strategic and consultative approach
Experience in helping realise long-term growth strategies by identifying opportunities and enhancing portfolio performance to derive maximum value from existing investments
What we have done
Our perspective on Private Equity Support
Digital economy boosts China’s internet data centre market
China’s booming digita..... Read More
Capital + innovation – China’s pharma sector’s new development model
The private equity and v..... Read More
Strategies to mitigate negative effects of the rush to renewable energy
The world is now shiftin..... Read More
Meet our experts
Pratap leads the Private Equity and Venture Capital practices at Acuity Knowledge Partners, responsible for managing and developing client relationships and overseeing multiple accounts. He has extensive experience in managing direct investments, primary fund investments, FoFs and complex secondary transactions. Over the last 14 years, he has been involved in more than 5,000 Private Markets deals.
Sumit heads the Consulting & Private Equity vertical at Acuity Knowledge Partners. He also oversees the China Delivery Centre. Sumit is responsible for strategy formulation and implementation, innovation and business development, in addition to providing oversight to delivery groups. He has more than 18 years’ experience across diverse lines of services, including private equity, consulting, market research, investment banking, and commercial banking. In his previous roles at Acuity Knowledge Partners, Sumit was instrumental in setting up the Investment Banking vertical and multiple other services. He also led the business turnaround of a subsidiary company as its COO. He is a chartered accountant and a national rank holder in the foundation level of ICAI.
Senior Director, Head – Commercial Banking and Asset Management Business Development
Pedro Armstrong is a Director at Acuity Knowledge Partners and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Acuity Knowledge Partners, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.
Senior Director, Investment Banking, Private Equity and Consulting Business Development
Adrian leads Business Development across Investment Banking, Private Equity and Consulting clients in EMEA and APAC. He has 20 years' experience working in the financial services industry, having spent 13 years working in Equity Capital Markets for Rothschild and RBS, before moving to Acuity Knowledge Partners in 2013. He has a deep knowledge of financial markets, having originated and executed over USD50bn of ECM transactions across a wide range of sectors, products and geographies. He has extensive experience working with and advising the majority of Investment Banking coverage and product groups, and leading global Private Equity firms. Adrian holds a MA (Hons Oxon) in Philosophy, Politics and Economics from the University of Oxford.
Marie Filotti heads APAC Business Development at Acuity Knowledge Partners and is based in Hong Kong. She joined the firm in 2018 after 13 years in Investment Banking and Capital Markets, mainly at Nomura (previously Lehman Brothers), and also worked on the corporate side, having run Investor Relations at a China-based ASX-listed gas company. She uses her experience in the industry to advise our clients on best practices in implementation of engagements across all sectors. Marie holds a BA from Yale University and a Masters in Finance from Sciences-Po Paris.