Every quarter our team analyzes the projects we work on with our 500+ PE firm clients to get a birdseye view of the market. You can request your copy here to view all of the trends that we have seen over the past quarter. Key findings from Q1 included value creation at a historical high, […]
Why Specialized Commercial Due Diligence is Vital for PE Funds
2021 was a record-breaking year for private equity, with total deal value reaching $1.2 trillion according to Pitchbook, and it isn’t expected to slow down in 2022. With record amounts of dry powder in the market ($1.32 trillion as of September 2021), S&P Global states that the demand for deals is driving valuations up. Between […]
Every quarter our team analyzes the projects we work on with our 500+ PE fund clients to get a birdseye view of the market. For Q4 of 2021, we not only pulled together our quarterly insights but also analyzed year-over-year trends dating back to 2019 to gain a deeper perspective (grab your copy here). Key […]
An Interview with Senior Partner at New Heritage Capital, Charlie Gifford
Charlie Gifford co-founded private equity firm New Heritage Capital in 2006, and has been investing in founder-owned, lower middle-market businesses for 22 years. He leads the firm’s origination practice, focusing his efforts on generating new investment opportunities and developing and maintaining intermediary relationships. In addition to his passion for the New England Patriots, Gifford is […]
ESG: 3 Proactive steps your PE firm should be taking
ESG has grown in importance and prominence amongst the investing community in the past few months. After a year and a half of unprecedented times, investors have found that they can help cause positive change by placing a focus on ESG. Additionally, investors have found that ESG criteria often points to improved long-term returns, with roughly 53% of institutional investors agreeing that companies with better ESG […]
Every quarter our team analyzes the projects we work on with our 500+ PE fund clients to get a bird’s eye view of the market. This report (grab your copy here) calls out the trends that we are seeing across thousands of projects. Key findings include deal surge continues – but due diligence is […]
An investment principal at a PE fund came to us with a critical need for Voice of Customer research on a target they had an LOI on in the staffing and recruiting industry. Expecting to get full exclusivity on the target in the next two weeks, they were urgently seeking someone who would quickly be […]
Every quarter our team analyzes the projects we work on with our 500+ PE fund clients to get a bird’s eye view of the market. In this video, our leadership team shares the trends we are seeing across due diligence and value creation. Watch the video below to learn more. If you would like […]
Interview With Forrester’s CMO Executive Partner Sheryl Pattek
As Forrester’s Executive Partner serving CMOs and Chief Experience Officers, partner, Sheryl Pattek regularly works with senior-level marketing executives to advance their major initiatives, with a special focus on creating customer-obsessed strategies that drive business growth. She has been named “CMO Whisperer” and “One of 18 People in Marketing You May Not Know, but Should,” […]
How we did it: Digital marketing due diligence case study
Our PE fund client needed a resource to perform digital due diligence for an e-commerce-enabled aftermarket products business. They needed a full overview of the digital landscape, including SEM, SEO, UX, conversion path analysis, Google Analytics, and digital GTM strategy. We used our extensive experience in digital marketing due diligence to immediately connect our client […]
How We Did It: Commercial Due Diligence Case Study
Our PE Fund client needed to understand the viability of a home furnishing e-commerce business. Tapping into our invitation-only Intelligent Network, we specifically vetted and introduced multiple best-in-class groups to match the client with a specialized third-party resource with extensive online retail experience. Within two days, we successfully paired the client with a group that was […]
Understanding the intricacies of interim CEO salary can significantly impact the success of your organization, especially if you’re considering temporary leadership to navigate transitional phases or unexpected vacancies. These seasoned executives offer specialized expertise and a fresh perspective, making them a valuable asset in steering companies toward growth and stability. Determining what constitutes a fair […]
Interim CFO for Startups: Transform Your Financial Strategy
Is your startup looking to take your financial strategy to the next level? Hiring an interim CFO could be the key to unlocking your company’s full potential. Agility and strategic financial planning are crucial for startups. An interim CFO offers the necessary insight and leadership to address financial challenges, ensuring your company progresses. The Crucial […]
Interim CFO Consulting: A Reliable Solution for Your Portfolio Companies
Private equity firms that need to find the right interim chief financial officer for their portfolio companies face a difficult task. The stakes are high, time is short, and experienced financial leadership is crucial. This is where interim CFO consulting services come into play, providing a reliable solution for PE firms looking to fill finance […]
