Private Equity

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Helping Your Firm Invest In The Right Steps Forward.

Raising capital for a fund and completing private equity transactions is ultimately about driving outsized risk-adjusted investment returns, but it requires attention to the fine details too. Sometimes bringing all those pieces together requires more time and support than your in-house team can offer.

Our private equity advisory team provides the support you need at every stage of the investment lifecycle — from pre-close to the first 100 days and post-acquisition integration, through to value creation during the hold period and on to exit planning. Plus, with our team, you don’t have to worry about independence conflicts since we don’t provide audit and attest services.

At Centri, we provide timely service and responsive communication exactly when you need it most, so your firm can efficiently close deals, create value, and achieve your investment return goals.

Our Private Equity Accounting & Advisory Services

You need a trusted partner that’s nimble and able to jump in at any stage in the lifecycle of both your investment and the fund itself.

Through a strong relationship foundation, our multi-disciplinary team of PE consulting experts takes the time to develop deep business insights. That way we can deliver focused and individualized solutions to enhance stakeholder value (GPs, LPs, operating partners, and portfolio company executives).

Here’s a glimpse at how our team can help at both the fund and portfolio company levels.

Private Equity Lifecycle Services

Fund Services

The management company is responsible for employing the investment team, evaluating opportunities, overseeing the portfolio, launching new funds, and managing the general day-to-day operations. Centri can partner with the office of the CFO to enhance efficiencies, streamline costs, and advise on industry best practices.

Portfolio Assessments
Internal Controls/SOX Assessments and Recommendations
IT & Cyber Security Risk Assessments and Remediation
ESG Governance Strategy and Program Development
ERP System Recommendations and Implementation Consulting
Accounting Function Optimization
Technical Accounting Research and Support
Human Capital Organization Strategies and Talent Optimization
Development of Financial Models
Portfolio Valuation

Pre-Close

Securing strategically best-fit investments and optimizing purchase price and terms through negotiating insights; effectively quantifying the risks, costs and opportunities associated with business transition and accelerating transaction speed to close without compromising thorough planning for Day One.

Financial Due Diligence/Quality of Earnings
Tax Due Diligence
Tax Structuring and Modeling
IT Infrastructure Due Diligence
Considerations for 100 Day Plan Development
ESG Governance Strategy Development
Development of Financial Models
Preliminary Allocation of Purchase Consideration
Preliminary Valuation of Earnouts/Rollover Units/Seller Notes
Leadership/Talent Assessment
M&A Advisory/Strategic Buy-Side Solutions

Transaction & Integration Support

Identifying and minimizing risks, accelerating transition timelines, and minimizing cost variability to ensure the transaction priorities and investment thesis are achieved – regardless of transaction structure.

Purchase Price Accounting and Valuation Support
CFO Advisory
Technical Accounting Research and Support
Month End Close and Accounting Function Optimization
Financial Statement Preparation and Support
Internal Controls Assessments and Recommendations
IT & Cyber Risk Assessment and Remediation
ESG Governance and Integration
Organization Design
Legal Entity Rationalization, Integration, and/or Optimization
Tax Attribute Analysis
Change Management Support

Value Creation

From the first 100 days into the holding period or after, Centri can offer guidance and support to help grow your portfolio investments including:

CFO Advisory
Audit Support and Financial Statement Preparation
Technical Accounting Research and Support
Budgeting/Forecasting/Cash Flow Modeling
KPI Development and Tracking/Trend Analysis
ERP System Recommendation and Implementation Project Management
ESG Policies/Procedures/Controls Implementation
Culture Integration
HR Program Harmonization
Valuation Services (409a, Portfolio, Financial Reporting)
Integration of Accounting Policies, Procedures, and Systems
Tax Provision Preparation / ASC 740
Tax Credits and Incentives
Tax Aspects of International Operations

Exit Planning

When it’s time to divest, Centri can advise you on your next steps including:

IPO readiness
Fairness Opinions & Solvency Opinions
Exit Readiness & Planning Services
Risk Advisory/SOX Readiness
IT SOX Readiness
ESG Readiness
HR Readiness
M&A Advisory
Sell-Side Financial Due Diligence/Quality of Earnings

Explore How We Support Private Equity Groups

Our team can support businesses in all stages of their lifecycle, from start-ups to fully mature businesses. Here’s a sampling of some of the ways we can help.

M&A Advisory

Accounting & Audit Support

Valuation

Related Insights

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