Private Equity & Transaction Support

We support private equity and corporate finance teams by assessing, stabilising, and improving finance systems during acquisitions, integrations, and exit preparation where ERP risk directly impacts value.

How We Unlock D365 Value

Protecting and Accelerating Deal Value

Independent assessment of finance systems provides investors with clear insight into risk, readiness, and improvement priorities, supporting informed decisions, protecting value, and accelerating performance across portfolio companies.

Core Capabilities

Applying Rigour Across Transaction Events

Across transactions, independent finance and systems insight informs decisions, reduces execution risk, and prioritises improvement actions that protect value during acquisitions, integrations, and exit preparation.

1

ERP Capability Assessment

Rapid assessment of finance system risk and maturity.

1

ERP Capability Assessment

Rapid assessment of finance system risk and maturity.

1

ERP Capability Assessment

Rapid assessment of finance system risk and maturity.

2

Post-Acquisition Integration

Support finance system alignment and consolidation

2

Post-Acquisition Integration

Support finance system alignment and consolidation

2

Post-Acquisition Integration

Support finance system alignment and consolidation

3

Value Leakage Identification

Identify inefficiencies impacting reporting and controls.

3

Value Leakage Identification

Identify inefficiencies impacting reporting and controls.

3

Value Leakage Identification

Identify inefficiencies impacting reporting and controls.

4

Exit Readiness Support

Strengthen finance process ahead of transaction events.

4

Exit Readiness Support

Strengthen finance process ahead of transaction events.

4

Exit Readiness Support

Strengthen finance process ahead of transaction events.

5

Reporting Improvement

Enhance visibility required by investors and boards.

5

Reporting Improvement

Enhance visibility required by investors and boards.

5

Reporting Improvement

Enhance visibility required by investors and boards.

6

Independent Risk Perspective

Objective insight separate from system integrators.

6

Independent Risk Perspective

Objective insight separate from system integrators.

6

Independent Risk Perspective

Objective insight separate from system integrators.

Key Outcomes

Protecting and Enhancing Deal Value

Independent insight into finance systems reduces transactional risk, accelerates integration, and prioritises improvement actions that protect value throughout acquisition, ownership, and exit.

Reduced Transaction Risk

Early identification of finance systems weakness

Reduced Transaction Risk

Early identification of finance systems weakness

Reduced Transaction Risk

Early identification of finance systems weakness

Faster Post-Acquisition Integration

Clear priorities enable quicker stabilisation

Faster Post-Acquisition Integration

Clear priorities enable quicker stabilisation

Faster Post-Acquisition Integration

Clear priorities enable quicker stabilisation

Improved Investor Reporting

Stronger visibility across portfolio finance performance

Improved Investor Reporting

Stronger visibility across portfolio finance performance

Improved Investor Reporting

Stronger visibility across portfolio finance performance

Exit-Ready Finance Platforms

systems support value creation and due diligence

Exit-Ready Finance Platforms

systems support value creation and due diligence

Exit-Ready Finance Platforms

systems support value creation and due diligence

Get in touch

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