As a private equity firm, your success depends on maximizing returns for your investors. But with potential pitfalls all through the investment life cycle, that’s easier said than done.

A new acquisition might not have the right financial and IT infrastructure to operate in a leveraged environment. A major reorganization might leave a private equity-backed company CFO struggling to establish a foundation for profitable growth. Or an inexperienced finance team might lack the know-how to navigate the accounting and compliance challenges that come with going public.    

That’s where Tatum’s PE practice comes in. As trusted partners to a host of top PE companies, we don’t just offer solutions — we live and breathe the PE space. We combine our deep understanding of this complex world with a consultative approach to every engagement, drawing together the views of decision-makers, sponsors and other key stakeholders. 

When you choose Tatum, you’re choosing a partner who will move quickly to identify your needs, lock down your end objectives and deliver on them, no matter how tight the timeline.

end-to-end solutions for a wide range of needs

At Tatum, we work with you to achieve your investment goals, whatever they might be. Our experts are ready to tackle the most complex of challenges, including:

  • deal generation

    We draw on our deep industry knowledge and resources to develop an investment thesis, create and defend sale-supporting analyses, build an IPO preparation plan and draft offering documents.

  • due diligence

    Our M&A experts analyze revenue growth and identify cost-reduction opportunities on proposed transactions. Post-acquisition, we support M&A integration and establish best practices.

  • increased revenue and margins.

    We identify operational deficiencies and develop actionable plans to drive cost and performance improvements. This includes streamlining monthly reporting and restructuring debt with key lenders to generate additional bottom-line impact.

  • accelerated value capture (100-day plan)

    Our proven approach covers post-acquisition requirements, hiring and integrating new C-suite leaders, optimizing IT and operations systems and more, so you can see results immediately.

  • exit support

    When you exit an investment, you want the process to be as efficient as possible. Our experts can identify the optimal exit strategy and prepare selling documents. We also pre-qualify buyers to identify potential acquirers.

All our talent are either seasoned leaders who we know and have worked with in the past, or experienced professionals who have been personally referred to us by other leaders. That means you get a top professional with the right skills, knowledge and fit for the investment, who can hit the ground running, motivate their teams and deliver quickly on business objectives. 

At Tatum, we work with hundreds of PE firms and their portfolio companies each year to drive growth and optimize strategies. With us, you reach your investment goals, then outperform them. That’s the Tatum way.  

Contact us today to find out how our private equity specialists can help you.