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
Corporate strategy
- Go to market, expansion and diversification
- Opportunity assessment
- Investment strategy
- Deep dive industry research
- Market attractiveness/outlook
- Competitive landscape
- Benchmarking: Operational/financial
- Regulations/policies
- Thought leadership
- Customised pitches and RFP
- Media monitoring
- Newsletters and DTP services
Corporate finance
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
Sustainability/ESG
- 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
Primary research services
- 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
Data science services
- 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
Compliance services
- Client due diligence review
- Electronic communication surveillance
- Code of ethics
- Regulatory reporting
- Guideline coding and reviews
Operation management
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
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
Efficient and experienced teams
Diverse sector expertise
International delivery support centres
Flexible engagement model
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
In the News
Environmental Finance
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Frequently Asked Questions
What is private equity portfolio advisory support?
Acuity provides private equity portfolio advisory support to PE portfolio companies and PE Operating partners. Our customized research solution spans across corporate strategy, corporate finance, sustainability/ESG, primary research, data science and compliance to the portfolio companies, and operations management for their operating partners. Acuity assists clients on all aspects of the business – strategic, operational and tactical for tracking macro-level industry developments.
How does Acuity Knowledge Partners help a private equity firm?
Acuity helps a private equity firm by supporting its operating partners in understanding the portfolio companies’ business needs and value proposition, tracking KPI’s and conducting return on investment (ROI) analysis. We also support Operating Partners in adopting best practices in operations management for their investment and bridging gaps with Portfolio companies. Acuity also supports Operating partners, through facilitation services for reporting, monitoring progress and overseeing the executions, to improve portfolio returns and help with exit opportunities.
What makes Acuity's private equity portfolio advisory support different?
Acuity has been supporting private equity and their portfolio clients for over two decades. We have the experienced teams providing broad range of customized research solutions and operation management solutions. Acuity’s diverse sector expertise, which is invaluable for PE and portfolio companies, drives informed decision-making, operational excellence, strategic growth and financial optimization across sectors.