Overview
At Acuity Knowledge Partners, we provide a broad suite of portfolio advisory offerings to meet the ever-evolving needs of private equity (PE) portfolio companies and their operating partners. Our proficiency spans corporate strategy, corporate finance, sustainability/ESG, primary research, data science, compliance and operations management. Our solutions cater to companies across all stages, including early/ nascent/ high growth/ established unicorns.
We assist operating partners in recognising key business performance KPIs, conducting return on investment (ROI) analysis, monitoring progress and adopting best practices in operations management for their investment.
Our profound industry knowledge across private markets and consulting empowers our clients to harness emerging technology, stay ahead of the competition, and collaboratively chart exponential growth for their portfolio companies with better risk governance.
Who we serve
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Portfolio companies backed by PE firms -
Investment holding companies -
Portfolio companies backed by Sovereign Debt Funds
Areas where we offer support
- Strategy research
- Go to market, expansion and diversification
- Opportunity assessment
- Investment strategy
- Deep dive industry research
- Market and competitive intelligence
- Market attractiveness/outlook
- Competitive landscape
- Benchmarking: Operational/financial
- Regulations/policies
- Sales and marketing
- Thought leadership
- Customised pitches and RFP
- Media monitoring
- Newsletters and DTP services
- Strategy research
- Corporate finance and treasury
- Financing/refinancing of credit facilities and alternative financing
- Opportunity identification and evaluation
- Due diligence analysis
- Financial analysis
- Investment relations
- Strategic support and monitoring
- Content
- M&A and deals
- Deal advisory
- M&A support
- Due diligence and synergy analysis
- Finance operations
- Financial analysis/valuations
- Valuation
- Financial analysis
- Evolution
- Corporate finance and treasury
- ESG solutions
- Preliminary ESG analysis
- Analytics on ESG indicators/themes
- ESG SWOT analysis
- Sustainable management/SDG solutions
- Designing sustainability strategies
- Strategic planning for aligned priorities
- Performance analysis
- Climate change solutions
- Social and corporate solutions
- Diversity, equity and inclusion
- Senior leadership representation
- Report writing
- Stand-alone and integrated ESG reports
- Sustainable Development Goals (SDG) performance reports
- Thought leadership reports
- ESG solutions
- Designing/scripting questionnaires
- Feasibility check
- Survey design
- Programme interactive online surveys
- Data collection
- Online surveys
- In-depth interviews
- Fieldwork management
- Data analysis
- Statistical analysis
- Trends and correlations
- Segmentation
- Key driver analysis
- Report presentation
- Online KPI dashboards
- DIY analysis
- Automated charts
- Top line reports
- Detailed ‘insight’ reports
- Designing/scripting questionnaires
- Acquisition of raw data
- Processing, merging and integrating data
- Setting up validation procedures
- Preparation
- Developing and scheduling extracts
- Transforming and loading processes
- Diagnosing quality issues
- Analysis
- Analysis of data, examination of historical trends and insight generation
- Creation
- Creation of easy-to-use visual dashboards with ability to drill down
- Scheduling bespoke reports specific to business needs
- Acquisition of raw data
- Financial crime compliance
- Client due diligence review
- Corporate compliance
- Electronic communication surveillance
- Code of ethics
- Regulatory reporting
- Forensic compliance
- Investment and trading compliance
- Guideline coding and reviews
- Financial crime compliance
- Recognition of client’s context
- Business needs and value proposition
- Affinity analysis
- Deep dive into values, goals and vision
- Bottleneck analysis and ROI analysis
- Business model vs actual solution offerings
- Cultural amalgamation
- Understanding cultural aspects and proactive management for successful integration
- Bridging gaps
- Linguistic support
- Reporting and monitoring
- Oversight of execution and recommendations
- Recognition of client’s context
Areas where we offer support
- Strategy research
- Go to market, expansion and diversification
- Opportunity assessment
- Investment strategy
- Deep dive industry research
- Market and competitive intelligence
- Market attractiveness/outlook
- Competitive landscape
- Benchmarking: Operational/financial
- Regulations/policies
- Sales and marketing
- Thought leadership
- Customised pitches and RFP
- Media monitoring
- Newsletters and DTP services
- Strategy research
- Corporate finance and treasury
- Financing/refinancing of credit facilities and alternative financing
- Opportunity identification and evaluation
- Due diligence analysis
- Financial analysis
- Investment relations
- Strategic support and monitoring
- Content
- M&A and deals
- Deal advisory
- M&A support
- Due diligence and synergy analysis
- Finance operations
- Financial analysis/valuations
- Valuation
- Financial analysis
- Evolution
- Corporate finance and treasury
- ESG solutions
- Preliminary ESG analysis
- Analytics on ESG indicators/themes
- ESG SWOT analysis
- Sustainable management/SDG solutions
- Designing sustainability strategies
- Strategic planning for aligned priorities
- Performance analysis
- Climate change solutions
- Social and corporate solutions
- Diversity, equity and inclusion
- Senior leadership representation
- Report writing
- Stand-alone and integrated ESG reports
- Sustainable Development Goals (SDG) performance reports
- Thought leadership reports
- ESG solutions
- Designing/scripting questionnaires
- Feasibility check
- Survey design
- Programme interactive online surveys
- Data collection
- Online surveys
- In-depth interviews
- Fieldwork management
- Data analysis
- Statistical analysis
- Trends and correlations
- Segmentation
- Key driver analysis
- Report presentation
- Online KPI dashboards
- DIY analysis
- Automated charts
- Top line reports
- Detailed ‘insight’ reports
- Designing/scripting questionnaires
- Acquisition of raw data
- Processing, merging and integrating data
- Setting up validation procedures
- Preparation
- Developing and scheduling extracts
- Transforming and loading processes
- Diagnosing quality issues
- Analysis
- Analysis of data, examination of historical trends and insight generation
- Creation
- Creation of easy-to-use visual dashboards with ability to drill down
- Scheduling bespoke reports specific to business needs
- Acquisition of raw data
- Financial crime compliance
- Client due diligence review
- Corporate compliance
- Electronic communication surveillance
- Code of ethics
- Regulatory reporting
- Forensic compliance
- Investment and trading compliance
- Guideline coding and reviews
- Financial crime compliance
- Recognition of client’s context
- Business needs and value proposition
- Affinity analysis
- Deep dive into values, goals and vision
- Bottleneck analysis and ROI analysis
- Business model vs actual solution offerings
- Cultural amalgamation
- Understanding cultural aspects and proactive management for successful integration
- Bridging gaps
- Linguistic support
- Reporting and monitoring
- Oversight of execution and recommendations
- Recognition of client’s context
Customer Testimonials
“
“Great job on the contract summaries. Everyone impressed. He had been looking for this for years. Great job on short notice. Helped us successfully manage this diligence stream.”
Group VP, Business Development and M&A
“
“Many thanks for getting back to us and for sharing the analysis on the US. Looks very comprehensive and exactly what we are looking for.”
Head of Market Intelligence & Analysis
How we are different
Broad suite of solutions
One stop shop for end-to-end research support to portfolio companies and facilitation and programme management support to operating partners
Efficient and experienced teams
Teams with solid experience, providing a broad range of customised research solutions and operation management solutions for PE portfolio companies and operating partners
Diverse sector expertise
Deep sector expertise, which is invaluable for PE and portfolio companies, as it drives informed decision-making, operational excellence, strategic growth and financial optimisation across sectors
International delivery support centres
Global delivery centres with multilingual capabilities for round-the-clock support
Flexible engagement model
Ability to scale up or down, as needed, enabling clients to manage business volatility
What we have done
Portfolio company services to aircraft lessor – aviation portfolio company
What we are proud of
Helped the client achieve 100% growth in its portfolio (airlines) and asset value
Assisted in cost optimisation
Portfolio company support to European ERP solution provider
What we are proud of
Gap identification
Implementation of effective transformation strategy
Portfolio company support to veterinary client of US-based investment firm
What we are proud of
Assistance in developing strategies
Identification of new opportunities
Portfolio company services to US dental support organisation
What we are proud of
Helping identify gaps
Supporting strategy development
Portfolio company support to telematics player – IT portfolio company affiliated with major PE firm
What we are proud of
Saving of above 10% of corporate development budget
Improved efficiency and lower turnaround time
Our Perspective on Private Equity Portfolio Advisory Services
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