Fund Finance & Technology Managed Services
Maximize efficiency and confidence with our finance and technology managed services.
Joe Kwasniewski
Optimize operations, enhance profitability, and mitigate risks for private equity firms and their portfolio companies.
Our Approach
We are committed to delivering high-quality managed services that meet our clients’ needs. Our team of experts is dedicated to providing customized solutions that optimize our clients’ operations, enhance their profitability, and manage their risks. By outsourcing finance and technology functions to us, clients can focus on their core business activities, confident in the knowledge that their financial and technology operations are in good hands.
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Technology
Fund, Finance & Technology Managed Service Offerings
Managed Finance Services
Our Managed Financial Services provide clients with a comprehensive range of finance services, including managed accounting and FP&A. We understand the importance of accurate and timely financial reporting, and our team of experts is dedicated to delivering high-quality financial services that meet our clients' needs. By outsourcing finance functions to us, clients can focus on their core business activities while we take care of the rest.
Managed Technology Services
Our comprehensive services provide expert guidance and support to navigate today's digital landscape, offering vulnerability assessments, threat detection, incident response planning, and more. With a team of experienced cybersecurity professionals, we help clients protect their data, minimize security risks, and respond effectively to incidents. Our IT operations and IT spend management services further ensure smooth IT infrastructure management and optimization, allowing clients to focus on their core business activities while controlling costs and maximizing technology investments.
You may have the people in place, but you need to develop best-in-class FP&A processes and playbooks.
Our FP&A consulting services enable greater strategic thinking, operational discipline, and better decision making to drive performance.Ready to leverage our managed services for your firm or portco?
We purposely designed our solutions as a key element to your success.
As a leading finance and technology consulting firm serving private equity firms and their portfolio companies, our managed services offerings are designed to help clients optimize their operations, enhance their profitability, and manage their risks.
Explore Our Other Services
Private Equity Solutions
Transaction Execution
We guide private equity and institutionally backed companies through the M&A lifecycle to maximize transaction value through every stage of the transaction.
Integration Management
We will deploy our playbook, proven processes templates and tools led by successful M&A experts along with our synergy tracking framework to prioritize KPIs, all supported with the functional expertise to drive a successful deal.
Platform Operations
We deliver enhanced reporting and improved IT systems and implement best practices. The first 100 days are critical to both private equity and portfolio firms to maximizing value.
Download: A Business Guide for the PE Portfolio Company CEO
The right people, processes, and systems that make up your Private Equity solution are critical elements to help ensure success. Download this whitepaper to learn more.
