Optimizing private equity portfolio operations

Accelerating value creation for each investment

Delivering enterprise value through cost restricting, technology optimization, and process enhancements is central to the operating strategy of almost all private equity firms. Enabling private equity owned portfolio companies to cut costs and drive growth to deliver overall enterprise value is paramount to the health and success of the firm.

At RSM, we support your company’s strategic goals by programmatically apply critical assets, methodologies and industry expertise throughout the investment lifecycle to help maximize operational performance and return on invested capital. Our collaborative approach and flexible options deliver real results – fast.

Whether you are acquiring a target or integrating an acquisition, planning for an IPO, or looking to automate financial reporting and close your books more quickly, RSM is committed to partnering with you to deliver specialized, unique, objective advice and support to clearly understand your options, opportunity, risks and challenges.

Additional insights that may be of interest to you


The Automation Opportunity in Private Equity

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Improving business with value creation: A PE portfolio company profile

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2018 Operating Partners Yearbook: Best practices for PE value creation

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


Create high-impact returns for portfolio companies

Gavin Backos, management consulting director, explains the importance of investing in integrated technology to advance portfolio growth.

  • Gavin Backos


Optimizing private equity carve-outs for growth

To maximize shareholder value for carve-outs, private equity firms need to break free of transition services agreements as soon as possible.


2017 Operating Partners Yearbook: Operating partners dig deeper

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