Producing returns in a sector where private equity has long banked on tangible outcomes, even as those returns face pressure from a hyper-competitive landscape. A common trait in this diversified sector is the competition faced from the very businesses it serves—most business support services can be competently undertaken in-house. Supporting roll-ups, carve-outs, merger integrations, corporate development, and FP&A practices, this practice helps create value for business services clients so their institutional owners can continue to produce returns. Many verticals within the business services sector remain ripe for consolidation, with economies of scale and margin expansion opportunities throughout the value chain for well-developed platform strategies.

Experts help energy services-focused sponsors and their portfolio companies operationalize value creation initiatives across the entire investment lifecycle. Private equity interest is moving from traditional oil and gas to renewable energy services, meaning investment in innovative technologies that support the energy transition, all while managing risk in an industry prone to waves of volatility. Understanding the push-pull dynamic between sponsors and CFOs, this practice implements enhanced analytics that enable informed decisions, helps execute value-driving operational improvements, and supports geographic expansion initiatives.

Experts help financial services-focused sponsors and their portfolio companies operationalize value creation initiatives across the entire investment lifecycle. In a competitive sector like financial services, a value creation plan has to always be right on the money—to grow, scale, and drive meaningful enterprise-wide transformation, you need to adapt quickly. That means leaning on a partner who can leverage data and technology at all stages of the investment lifecycle and set you up for long-term success.

Experts help healthcare-focused sponsors and their portfolio companies operationalize value creation initiatives across the entire investment lifecycle. In a rapidly-changing industry that continues to face margin compression, talent attrition, and ongoing payment delays, there's no over-the-counter way to provide quality care to patients while driving bottom-line growth. A plan is needed to optimize the business drivers you need most: cash flow forecasting, performance visibility, RCM, monthly close processes, digitization, supply chain efficiency, and more.

Helping manufacturing-focused sponsors and their portfolio companies operationalize value creation initiatives across the entire investment lifecycle. The manufacturing sector demands rigorous operational discipline, with a focus on cost efficiency, supply chain optimization, and performance improvement. Leveraging data, technology, and AI-driven insights, this practice supports CFOs and sponsors in driving sustainable growth and realizing the full value creation potential within manufacturing businesses.

Helping real estate, hospitality, and construction-focused sponsors and their portfolio companies operationalize value creation initiatives across the entire investment lifecycle. These sectors require deep operational expertise, with value creation opportunities spanning asset optimization, revenue enhancement, and financial reporting improvement. Leveraging data and technology, this practice supports CFOs and sponsors in navigating complex investment dynamics and driving end-to-end value across real estate, hospitality, and construction portfolios.

The landscapes surrounding the consumer and retail sectors have changed so significantly that they bear little resemblance to what they were 10 (or 5 or even 2) years ago. A channel and category revolution born from game-changing giants and an industry seeking to stave off extinction spans retail, restaurants, e-commerce, health and beauty care, apparel, luxury goods, FMCG, and wholesale distribution. Harnessing data—turning it from information into knowledge and, finally, into actionable market and performance insight that leads to value creation—this practice supports business analytics, forecasting, acquisition strategy, roll-ups, add-ons, and carve-outs within the unique, accelerated dynamics of the retail and consumer space.

Helping technology, media, and telecommunications-focused sponsors and their portfolio companies operationalize value creation initiatives across the entire investment lifecycle. These fast-moving sectors require agile financial and operational strategies to keep pace with rapid innovation, shifting business models, and evolving competitive dynamics. Leveraging data, technology, and AI-driven capabilities, this practice supports CFOs and sponsors in executing value creation plans across software, digital media, broadcast, and telecom businesses at scale.

Advises and executes on finance technology strategy, enterprise architecture, and AI-enabled solutions spanning the full Office of the CFO technology stack. Guides technology transformation across accounting, FP&A, treasury, and shared services through strategic roadmap development, platform selection, implementation, and AI-powered capability enablement.

Delivers integrated data infrastructure, advanced analytics, and reporting solutions to help clients drive value creation decisions with a single source of truth. Enables organizations to consolidate data across systems, build curated analytics capabilities, and empower stakeholders with self-service reporting and insights.

Supports PE-backed companies through sell-side processes, carve-outs, integrations, and M&A transactions to ensure successful exits and day-one readiness. Provides comprehensive transaction advisory from preparation through execution, including financial and operational due diligence, integration planning, and post-close stabilization.

Helps PE-backed companies build accurate reporting, accelerate month-end close, and digitally enable FP&A processes and controls. Establishes robust foundational accounting infrastructure while automating and streamlining financial planning and analysis workflows to support faster, more reliable decision-making.

Identifies and unlocks hidden EBITDA and liquidity levers by automating processes, maturing operating models, and enabling curated technology tools. Works across finance, operations, and technology to streamline workflows, eliminate inefficiencies, and implement solutions that drive measurable performance improvement and value creation.

Provides financial advisory and operational support to distressed companies facing insufficient cash flow, declining profitability, or leadership challenges. Combines financial restructuring expertise with operational interventions to restore financial health, stabilize performance, and position companies for sustainable growth or successful exit.