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  • Portfolio Operations

    Report: Private Equity ESG Summit 2016

    This publication presents an overview of the intelligence that was shared at Privcap’s Private Equity ESG Summit, which brought together limited partners, general partners, operating experts, investor-relations professionals, and advocates for environmental, social, and governance (ESG) objectives in investing.

    It features professionals from: KKR American Investment Council Clayton, Dubilier & Rice Bain Capital CVC Capital…

    January 27, 2017
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  • Portfolio Operations

    Solving IT Complexities in a Carve-Out

    Professionals well-versed in carve-outs discuss all of the issues that can surface in the process, and how to solve them—or how to avoid them in the first place.

    January 26, 2017
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  • Portfolio Operations

    What’s Behind the Surge in Software Deals?

    Experts from Autodesk, Thoma Bravo, and RSM US LLP discuss what smart investors need to know about the booming private equity opportunity in software.

    January 19, 2017
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  • Portfolio Operations

    Private Equity and the Software Industry: What’s Behind the Surge in Deals?

    What smart investors need to know about the booming private equity market for software.

    January 11, 2017
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  • Portfolio Operations

    How Sterling Formulated Its Value-Add Network

    The firm uses strategy, human capital, and business development to transform the operations of its portfolio companies.

    December 20, 2016
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  • Portfolio Operations

    Where to Look for Your Next Digital Media CEO

    A CEO for a multiplatform media company does not necessarily need to have worked in traditional print media.

    December 20, 2016
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  • Portfolio Operations

    How ESG Drives Company Performance

    How can private equity firms realize real improvements in their portfolio companies via ESG?

    December 9, 2016
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  • Portfolio Operations

    KKR’s ESG Platform

    Why KKR made a big investment in its ESG platform.

    November 25, 2016
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  • Portfolio Operations

    How Smaller Funds Beat the Big Boys

    A new finding from research done by Adveq and the London Business School goes against what some PE investors might have assumed.

    November 16, 2016
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  • Portfolio Operations

    What You Can Do to Cut Down on ‘Rogue Spending’

    Companies that adopt cloud-based expense trackers often see a reduction in overspending in certain categories.

    November 16, 2016
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  • Portfolio Operations

    How PE Can Get Past ESG Roadblocks

    Although there’s no set monetization or regulatory mandate for ESG, a pre-acquisition screening can uncover more about a company than PE might realize.

    November 15, 2016
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  • Portfolio Operations

    ‘Paging’ Mr. Cost Savings

    Although its portfolio company was growing strongly, Partners Group didn’t hesitate to realize extra value by scrutinizing relatively small expenses

    October 26, 2016
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  • Portfolio Operations

    Leveraging Portfolio Data

    In this first report in the series Adding Value Through Technology, experts discuss how a private equity investor can leverage portfolio company data in order to maximize value creation.

    October 26, 2016
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  • Portfolio Operations

    How to Recognize Value and Avoid Disruptions in PE Transactions

    Sometimes a merger integration doesn’t go as planned. But those hiccups can largely be sidestepped with the right preparation, writes Paul Calamita, a partner at RSM US LLP.

    October 12, 2016
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  • Portfolio Operations

    Four Tips for Successful Merger Integration

    When you’re a PE firm acquiring a company, you may have an outcome you want to achieve. RSM US LLP partner Greg Maddux and principal Christina Churchill outline four concerns to be aware of so your acquisition goes according to plan.

    October 12, 2016
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  • Portfolio Operations

    A CFO Headache Cured: Close Automation Technology

    New technologies are taking the pain out of the deal close. But improving and modernizing the financial close is a process that requires an organization to be diligent.

    October 12, 2016
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  • Portfolio Operations

    Portfolio Operations Yearbook 2017

    Insights from portfolio operations professionals on successfully managing private equity investments.

    October 6, 2016
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  • Mike Sommers, President & CEO, American Investment Council
    Portfolio Operations

    How the AIC is Leading the Charge on ESG

    The American Investment Council came up with ESG guidelines for PE in 2009. The organization’s president and CEO explains why it’s at the forefront of the movement.

    September 30, 2016
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