Private equity and venture capital firms face a daunting challenge: to manage their portfolios while focusing on efficiency and effectiveness and balancing short-term benefits with long-term strategic goals.
To succeed, you must enable growth in your healthy portfolio companies by aligning people with streamlined processes and the best technology. You also must assist struggling portfolio companies, as necessary, with crisis management, turnaround analysis and operational and financial restructuring.
If you’re interested transformation or turnaround for any of your portfolio companies, Panorama Consulting is here to help. Contact us to schedule a consultation now.
The Building Blocks of Private Equity Success
- People – Focusing on people means measuring a portfolio company’s organizational effectiveness and redesigning and realigning the organization for optimal performance. It also entails determining an organization’s readiness for change, managing the change and improving culture and customer experience.
- Process – Business process management is essential when incorporating industry best practices, creating future state processes according to organizational restructure, consolidating processes and creating value for competitive advantage. We provide U.S.-based BPO services to assist your accounting and HR teams with onboarding resources, and to help you manage your portfolio companies.
- Technology – A digital strategy and technology assessment combined with an unbiased enterprise resource planning (ERP) selection and implementation can help you achieve effective digital transformation. We help integrate systems and remove redundancies, so all systems work together smoothly.
- Data – We drive financial value by helping you derive value from new synergies between and across portfolio companies. We also assist with efforts to integrate and use shared data as quickly as possible.
- Capitalization – From liquidity management to bankruptcy management solutions, we develop lasting partnerships with investors, lenders and other stakeholders to either help struggling portfolio companies become liquid or help them recapitalize to effectively grow post turnaround.
Planning a Merger or Acquisition?
Panorama’s post-merger Integration (PMI) framework and process moves quickly to combine and rearrange organizations to maximize desired efficiencies and synergies.
We start with a pre-merger readiness approach to evaluate internal capabilities and perform due diligence on the organization’s performance. Then, we move swiftly to evaluate acquisition targets, and eventually, focus on post-merger integration strategy, operational alignment and planning. Finally, we form the integration framework and execute the integration plan.
Schedule a Free Consultation with a Panorama Business Transformation Expert!
Panorama Consulting is a technology-agnostic consultancy with expertise in enterprise software systems, M&A integration, turnaround analysis and financial and operational restructuring. We utilize our team-based approach and proven methodology to focus on the dynamics of each client.
Throughout our engagements, we partner with venture lenders to recover distressed debt investments while protecting equity investors and minimizing risk for other stakeholders. Our U.S.-based BPO group adds investment value by providing consolidated, cost-effective accounting and HR services.
Panorama’s executive leadership team has decades of experience working with private equity firms in workouts and turnarounds, as well as assisting with post-merger integrations and utilizing technology to enable growth. Contact us online to schedule a free, no-commitment consultation with Panorama today.