Helping Private Equity funds with their Portfolio Investments

We have worked with private equity investment teams who have experienced issues within their portfolio of investments.

Having identified problems with the performance of a portfolio company post acquisition, the investment team need to be able to quickly find a solution.

Within several funds, there is often insufficient resource or operational sector expertise to be able to spend time within a portfolio company to identify the performance issues.

With the help of specific sector expertise, the root cause of operational performance can very quickly be established and a timelined action plan prepared and communicated to address the issue.

By quickly identifying and implementing a timelined action plan, the portfolio company’s performance can be improved ahead of the next investment review of the portfolio.

We have successfully worked with private equity teams to undertake operational reviews and identify and implement recommendations.

If you are looking at your portfolio investments, please contact us at info@moorgatemanagement.com to see how we can help.