Insights

Whether your financial audit is a seamless process or a tiring uphill slog is largely up to you. December 12, 2016 There are a variety of reasons why private companies need to subject themselves to the often bemoaned financial audit. Whether it’s to provide reporting for investors, lenders, or creditors or to make better decisions […]

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The Office of the CFO is, arguably, the most challenging executive position within a portfolio company following an acquisition by a private equity sponsor. It is often fraught with unique challenges and tribulations that even the CEO or COO aren’t subject to. In recent Roundtables, we have examined issues pertinent to the private equity sponsor […]

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Throughout the country, businesses and political organizations alike are waiting to see what a Trump administration will mean for them. This has been reflected in the equities markets, which have hit — and subsequently withdrawn from — all-time highs, seemingly unsure of which direction to go. For the private equity industry, the campaign trail brought […]

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September 6, 2016 When Private Equity Analyst began publishing in 1991, Wall Street was still reeling from the collapse of Drexel Burnham Lambert and the nation was knee-deep in an economic recession. Back then, the private-equity industry still was a relatively small niche group of investors. Today, it has grown into a sophisticated asset class […]

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September 6, 2016 The percentage of women in the C-suite is far lower than their male counterparts in the top 1,000 companies in the U.S., according to study from Korn Ferry. The Korn Ferry analysis found that across the most prominent C-Suite titles (CEO, CFO, CIO, CMO, CHRO) and several industries (consumer, energy, financial, life sciences, industrial, […]

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August 10, 2016 In an environment of high fees and low returns, family offices are trying to bypass traditional fund structures by turning their attention to direct investing. “We’ve been seeing an increasing presence of single family offices move beyond fund structures into making direct investments,” Nick Leopard, CEO and founder of financial counseling firm […]

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September 6, 2016 Nick Leopard, a former investment banker at Bear Stearns & Co., formed Accordion Partners seven years ago to provide operational advisory services exclusively to the private-equity firms and their portfolio companies. Q: What personal quality has helped you the most in your career? A: While not exactly a personal quality, taking a […]

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Here are 5 steps the CFO should take in the first year with a new PE sponsor August 24, 2016 Over the past 20 years, private equity has shifted from a focus on financial engineering as a core returns driver to one based on fundamental strategic and operational improvement. This brings with it burgeoning expectations […]

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London is a hub for many pan-European funds, but Brexit could disperse that power. August 22, 2016 “Brexit means Brexit” said Theresa May, now U.K. prime minister, in the early days after the U.K.’s vote to leave the European Union. There would, she said, be no attempt to remain inside the Union. Unfortunately, for anyone […]

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Even the slightest perceived dip in financial performance against goals sets off alarm bells for financial sponsors. July 29, 2016 No company is immune to financial challenges arising from marketplace or internal factors — shrinking markets, altered competitive landscapes, cash flow and forecasting difficulties, broken covenants with lenders — which to one degree or another […]

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