Helping Your Firm Invest In The Right Steps Forward.
Completing a private equity transaction is ultimately about the big picture outcome for your firm, but it requires attention to the fine details too. Sometimes bringing all those pieces together can require more time and support than your in-house team can offer.
Our private equity advisory team provides the support you need at every stage — from pre-close to the first 100 days and post-acquisition integration, through to exit planning. We provide timely service and communication exactly when you need it most, so your firm can efficiently close deals that are profitable.
How Our Private Equity Accounting & Advisory Services Work.
You need a partner that’s nimble and able to jump in at any stage in the life cycle of both your investment, and the fund itself. Our team of PE consulting experts can do just that. Here’s a glimpse at how our team can help.
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
- HR Due Diligence (including Talent Assessment)
- 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
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
- Change Management Support
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 Modelling
- KPI Development and Tracking/Trend Analysis
- ERP System Recommendation and Implementation
- ESG Policies/Procedures/Controls Implementation
- Culture Integration
- HR Program Harmonization
- Valuation Services (409a, Portfolio, Financial Reporting)
- Integration of Accounting Policies, Procedures, and Systems
When it’s time to divest, Centri can advise you on your next steps including:
- 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
Why Choose Centri for Private Equity Advisory?
We know that each potential investment is unique, which is why our experts take the time to assess needs and goals, dig into the details, and provide the support you need to move forward with confidence. Our team has experience in a variety of industries and company stages (public or private, mature or emerging growth.)
Centri’s private equity advisory team partners with you to provide services that will best support your firm. Plus, with our team, you don’t have to worry about conflicts of interest since we don’t provide audit and attest services. As a tightly integrated team, our goal is to make sure you achieve the best possible outcomes from your next transaction or business deal.
Meet Our Private Equity Practice Leader
 Curtis Farrow, Managing Director, Private Equity Practice Leader | |
Ready To Take Your Next Steps Forward?
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