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    We Help Private Equity Portfolio Companies Unlock The Value Of Their Investments

    Our outsourced, on demand finance and accounting leaders and experts will step in as and when needed to help your high growth-potential PE investment companies realize their full worth.

    See Infographic below How can we help

    How RoseRyan Empowers PE Firms to Transform Their Portfolio Companies

    When private equity firms choose their investments, they see promising potential—but some work is needed first. Their new portfolio company may require a significant transformation and an entirely new strategy.

    • A strong finance team, with strong leadership, becomes a vital resource and plays a pivotal role in helping the PE firm realize the full potential of its new Investment.
    •  PE firms turn to RoseRyan, a ZRG company, to serve as this new robust finance function, with an expert CFO and accounting specialists who are accustomed to acting quickly.

    Whether they work on a fractional or full-time basis with the portfolio company, these experts operate with a sense of urgency and purpose to improve operating performance, uncover efficiencies, boost productivity, execute the game plan and, ultimately, unlock value.

    See Infographic below How can we help
    Download PE Overview

    CASE STUDY: Streamlining A Large Divestiture With An Ace Finance Transition Team

    A Silicon Valley giant in the security software space divested one of their divisions to a private equity–backed company.

    AT A GLANCE:

    • Company Type: Enterprise, public
    • Industry: Security software
    • Solution Areas: Strategic Advisory Services, Transition Solutions

    CHALLENGE:

    • A security software company sold a business line to a private equity-backed company for hundreds of millions of dollars.
    • The acquired business was significantly larger and more complex than the buyer’s existing operations:
      • Its global revenue was 400% of the acquiring company’s revenue
      • Internationally operational
      • Used different accounting systems than the buyer
    • The buyer lacked the immediate capability to handle the accounting of the acquired business.
    • To manage the transition, the seller signed a transactional services agreement (TSA) agreement to assist with accounting services for up to 18 months after closing, but they lacked the resources to provide the services on their own.
    • The seller had limited time (only 12 weeks) to prepare for this complex task while negotiating the final TSA agreement.

    The expert RoseRyan team took the divested entity to the finish line, as a private equity portfolio company

    “RoseRyan managed to assemble a top-notch team in a short period and was prepared to begin the TSA accounting services right on schedule.

    They worked well with our team to minimize the impact on their work while providing a high level of service to the acquiring company. We could not have carried out this TSA without them.”

    SENIOR DIRECTOR, FINANCE

    DOWNLOAD CASE STUDY

    TRUST US: WE’RE OLD HANDS AT THIS!

    Take a look at how we’ve helped some of our other clients successfully navigate their PE-related projects:

    AT A GLANCE: How RoseRyan Helps PE Firms Create Value

     PRE-DEAL SUPPORT

    • Buy-side financial due diligence
    • Risk identification
    • Evaluate value creation opportunities / synergies

    TRANSACTION SUPPORT

    TECHNICAL ACCOUNTING SUPPORT

    • Purchase Accounting
    • Accounting for complex financing agreements
    • GAAP-based financial statements

    FINANCE OPERATIONS SUPPORT

    • Budgets / forecasts
    • Management reporting
    • Interim finance personnel (fractional or full-time)
    • Audit support

    ADD-ON SUPPORT

    • Buy-side financial due diligence
    • ERP integration
    • Technical accounting support (purchase accounting, debt accounting)

    EXIT SUPPORT

    • Sell-side financial due diligence
    • Data room support
    • Exit readiness / IPO support
    • TSA–post-divestiture accounting support
    Download Infographic

    There’s always more to know…

    In case you’d like to learn even more about how to make the most of your PE investments, here are some additional resources you might find handy:

    White Paper – M&A Strategies: Make a Match in Heaven

    DOWNLOAD WHITE PAPER

    White Paper – Exit Strategy Playbook

    DOWNLOAD WHITE PAPER

    BLOGS

    In case you’d like to learn even more about how to make the most of your PE investments, here are some additional resources you might find handy:

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    Investors Flood Life Sciences Companies Fighting COVID-19: What to Do Next

    FOR PE-BACKED COMPANIES, ROSERYAN WILL:

    Jumping in to lead the finance function at any time requires leadership skills, technical know-how and an action-oriented mindset.

    With so many moving parts, we focus on alignment toward the main goal, creating the right set of performance-based metrics and compensation, and setting up the right practical processes that will lead to actionable insights for the PE firm.

    Timely, accurate financials are essential for understanding the state of the business.

    First, we need to get the accounting systems and processes up-to-date and ensure that internal controls are set. Determining what information is critical for decision-making, and how to extract it from the existing systems can be the keys to success, ensuring the private equity firm can stay focused on the overall strategy and feel confident that the company is progressing rapidly.

    When the pace of business is fast—as it tends to be in the private equity world—underlying data needs to be accessible and accurate for effective decision-making.

    Every company is different. RoseRyan recognizes the uniqueness in every deal and every interested party (new and old investors, management, the board) involved in getting the company moving in the right direction.

    With the right kind of finance guidance, and alignment around a well-thought-out set of objectives, RoseRyan will help unlock the value of the new portfolio company.

    Download PE Overview

    Want to unlock the potential of your PE investment?

    How can we guide your investment companies to transform their performance and accelerate their progress towards success? Get in touch and let’s find out!

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    Get the answers. Find out what’s ailing your company’s growth and what you’re doing right. The Rapid Business Assessment offers a fresh, objective perspective on gaps and how your business can best prepare for growth. You’ll identify the critical finance and operational issues and risks that could be slowing down or endangering the company.

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