Who We Serve / Private Equity & Sponsors
A value agenda for the entire investment.
Finance, accounting, risk, data and transaction support for private equity sponsors and portfolio companies, from acquisition planning through ownership and exit.
The Value Agenda starts before close and continues through exit. Explore the linked services below.
The investment lifecycle
From investment thesis to execution and exit readiness.
The needs of a portfolio company change as the investment progresses. We help sponsors and management identify the finance capabilities each stage requires, prioritize the work and put experienced professionals behind it.
Plan the value agenda before close.
Understand the accounting and reporting implications of the transaction, assess finance readiness and translate the investment thesis into priorities for Day One and the first 100 days. The final part of BUY establishes the agenda that management will execute during ownership.
Execute the agenda throughout ownership.
Build the finance capability that supports the business plan. Improve the close, management reporting and planning, strengthen controls, and make data useful for decisions. Align priorities across the platform and add-on acquisitions as the portfolio company develops.
Prepare the business to tell its story.
Develop credible reporting, resolve accounting issues and prepare the finance organization for transaction demands. Support divestitures, carve-outs and an IPO path where relevant, with evidence and documentation that management can explain and sustain.
The Value Agenda
Three connected priorities. One investment agenda.
The mountain shows the direction of the investment. Creation, protection and realization are connected objectives that overlap throughout the lifecycle. We tailor the emphasis to the portfolio company's starting point, the sponsor's plan and the demands of a future transaction.
Value Creation
Improve the finance information and capabilities management uses to execute the business plan. Build planning discipline, reliable reporting and the capacity to support growth.
Value Protection
Strengthen the accounting, control and governance foundations that make performance credible. Address gaps early and keep audit and reporting demands from disrupting management's agenda.
Value Realization
Connect transaction decisions to the capabilities and evidence a future buyer or public market will need. Prepare early, resolve issues and support a coherent financial story.
An optional operating foundation
Managed Services / RUN
Some portfolio companies need an experienced team to run a defined finance or accounting function while management builds the capability it wants to own. Emerytus can provide recurring delivery, strengthen the operating model and plan a deliberate transition as the business matures or prepares for a transaction.
Operate the function
Agree the responsibilities, capacity, work queue and review cadence. Provide recurring delivery for the selected function, supported by senior oversight and clear escalation paths.
Professionalize the team
Improve procedures, reporting, control evidence and role clarity. Help the team develop the knowledge and routines to run the function consistently as the business grows.
Transition the capability
Document the work, transfer knowledge and agree readiness criteria for handoff. Transition delivery to management or support continuity through a future deal, with timing aligned to the company's needs.
The scope can include controllership, close and reporting, FP&A or technical accounting and policy support. Management retains decisions and approvals. U.S. senior leadership and global delivery capacity support the agreed model. Discuss a RUN model for your portfolio company
Where the work connects
From a specific need to a broader agenda.
Integration and Day-One planning
Translate transaction requirements into a finance workplan covering ownership, reporting calendars, accounting priorities and dependencies. Our M&A Transaction Support and Office of CFO services connect the deal to the capabilities management needs after close.
Exit and IPO readiness
Prepare the reporting foundation, technical accounting support and controls appropriate to the intended transaction. We connect Accounting & Reporting Excellence, Close Process and Divestiture Support to a defined readiness plan.
When does Managed Services / RUN fit?
Consider RUN when a function needs recurring delivery and senior support, when leadership wants to build a stronger internal capability over time, or when continuity matters through a transaction. Scope and transition timing depend on the company's requirements and readiness.
Start with the investment agenda
What does your portfolio company need next?
Let's connect the sponsor's priorities to a finance workplan for the business, with the right support for today and the next transaction.