Research, analysis, and practical guidance for PE sponsors, CFOs, and business leaders navigating financial complexity.
Critical challenges facing mid-market PE-backed businesses and their finance functions.
Portfolio managers frequently struggle to obtain timely, accurate financial reports. Fragmented data systems and manual processes yield disconnected financial data, forcing management into a reactionary mode and hindering proactive decision-making.
Robust forecasting such as 13-week rolling cash flows with weekly variance analysis is often not in place despite being a standard PE expectation. Many companies rely on basic or ad-hoc forecasting that fails to illuminate true cash drivers.
Mid-market firms frequently underinvest in accounting infrastructure and experienced finance talent. Over a quarter still consolidate cash flows manually in Excel, with accuracy dropping as business complexity grows.
These deficiencies create surprise liquidity crises, missed growth opportunities (estimated £600K annually), higher cost of capital through unplanned borrowing, and erosion of stakeholder trust between management and PE sponsors.
"You spend a lot of time worrying about what you don't know."
Why PE sponsors must invest in upgrading financial systems, processes, and teams from day one of ownership — and the cost of waiting.
Request this briefing →How to implement rolling cash flow forecasts with weekly variance analysis — the gold standard for PE-backed businesses.
Request this briefing →Vendor-agnostic guidance on choosing between SAP, Oracle, NetSuite, and Dynamics for mid-market businesses at different stages of growth.
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