Ideas & Insights

With a minimum investment of time and resources, machine learning solutions can play a key role in any PE firm’s value creation arsenal.

Private equity firms are increasingly helping their portfolio companies automate tasks that were once manual and expensive. Watch and learn.

Motive Partners, a next-generation investment firm shares their story on leveraging RSM’s finance and accounting outsourcing (FAO) solution.

From evolving regulatory needs to operations, understand the key due diligence considerations when acquiring a technology company.

The 2018 Operating Partners Yearbook features insights from private equity portfolio company experts on value-creation.

Improving the many functions that reside in the private equity back office. Learn how to make the complex simple.

Listen and learn how a portfolio company’s value was greatly enhanced by empowering the CFO and team with a better data system.

Learn why and how the best value-creation plans are jointly built by the private equity firm and the portfolio’s management team.

Learn how a portfolio company’s value was greatly enhanced by empowering the CFO and team with a better data system.

Private equity CFOs are paramount players in both the value-creation plan and operational improvement of the firm’s portfolio companies.

Equipped with powerful new tools for data analysis, private equity CFOs can now be more strategic and savvy in making business decisions.

The 2017 Yearbook features insights from portfolio operations professionals on successfully managing private equity investments.

Cybersecurity is a must for private equity firms, but the best approach to staying a step ahead of the latest threat is not always clear.

Learn how to develop a strategy to optimize strategic merger acquisition and carve-out value without harming day-to-day business

RSM implements cloud-based NetSuite solution for Lakeside Capital, enhancing flexibility, access and reporting speed

The Simplicity Trap - Proper IT due diligence prior to a deal close could lead to a more favorable purchase agreement.

Learn how RSM helps a private equity client through a fast-paced carve-out transition needing infrastructure and technology system renewal.

Assessing the vulnerability of a prospective portfolio company’s information technology infrastructure is essential.