Private Equity Backed Businesses

ACQUISITION 

Given current volatile market conditions, premium can be paid for higher quality investments and target companies. The level of premium will depend on the industry, growth potential, confidence in historical financials and any outperforming assets. 

At the point of a private equity investor being engaged we can help portfolio businesses and investors with a range of services. 

PLANNING FOR GROWTH 

 After acquisition by a PE fund there will be a focus on planning for growth. Management teams need to maintain controls over key performance indicators, resources and strategic plans. 

DRIVING GROWTH 

Investing in key areas such as people processes and controls is critical to driving growth. Additional private equity invested funding will be used to support growth plans. The portfolio company will often want to achieve both organic growth, along with growth achieved through the bolting on of further investments. It’s important to retain focus to avoid any medium or longer-term issues as the business grows. 

PERFORMANCE ANALYSIS 

Thing don’t always go to plan. Unexpected events can impact on agreed growth plans. There may well be a ‘J-curve’ effect following private equity investment. 

We get it. We understand the business will be under significant pressure and focussed on turning around performance. The business may also need to reset expectations with the PE house. We can support the management team with a range of services. 

PREPARING FOR AN EXIT 

As the business prepares for an exit transaction there’ll again be pressure on the management team and key investor, the main stakeholder. That key stakeholder will be incentivised and potentially driven to get the deal done. 

HOW COOPER PARRY CAN HELP

With those pressures in mind, we’ve created an audit process like no other, focused on collaboration and technology. Each audit is tailored for our PE backed audit clients and where they stand in the portfolio company lifecycle. We’re experts on the latest accountancy standards (both FRS 102 in the UK and IFRS) and making businesses more efficient. Alongside this expertise, we have a big team that makes quick decisions. 

We also provide a number of specialist professional services throughout the lifecycle of PE backed companies across tax, outsourcing and corporate finance, specifically designed for PE backed businesses and the people leading them. We provide a range of appropriate services including audit, accounting advisory, corporate finance, financial due diligence, tax transaction and tax advisory services along with wealth management services for owners. 

Over the years we’ve built strong relationships with PE investors and alternative lenders. Our Deals team has gained knowledge and experience from working with the businesses they invest in makes us a valuable partner. Forging connections and opportunities for both the investor and backed business.

Added to this we’re proud of the whole award-winning Cooper Parry team. Our culture and approach means we create long lasting relationships with our clients. We have a breadth of experience across sectors. 

Our culture at CP is special and it means that we can recruit and retain the best when it comes to our people. This is reflected in our private equity team.