The company is a private equity firm with an entrepreneurial approach that invests in market-leading companies. They evaluate each company’s business and financial needs to create the structure that best fits the situation. Industries they invest in include business and financial services, industrials, consumer and special strategies.
As a private equity firm with multiple portfolio companies, the company often seeks management consulting in regard to strategic levers that can be applied to accentuate growth, scale an organization or optimize efficiencies within their subsidiaries. They operate as a strategic partner to the portfolio operating companies with guidance, support and resources to address truly transformative projects which ultimately results in superior outcomes for the operating entity and ultimately the fund owners via superior financial returns.
Specifically, the company was looking to tackle a variety of strategic transformation projects that involved investments in people, processes and technologies across their various operating companies in order to unlock growth opportunities while scaling and improving overall operations.
The company engaged Baker Tilly to project manage the transformation initiatives. This included the leadership of software evaluation, definition of future state software requirements, management of the overall business readiness to adopt the future state, testing and validation of software solutions.
Our involvement with the operating companies has resulted in the following outcomes:
