advisory services -- private equity
DESCRIPTION
Advisory Financial Group, Private Equity PracticeTRANSCRIPT
Advisory Business Model
Long Term Client RelationshipsAvg > 4+ yrs
High Employee Retention
Avg > 5+ yrs
Cost Efficient Service Model
Experienced and Tenured
Professionals
Proven Results High Customer
Satisfaction
Value Proposition
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Industry & Services
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Private Equity
Healthcare Public & Private
Banking & Insurance
Accounting & Financial Consulting
Risk Management & Process Improvement
Information Technology
Private Equity
Private Equity Services
Finance & Accounting
• Interim CFO Services• Special situations • Cash flow improvement• Accounting support• Post Acquisition Support• Integration services • Common reporting platform• Purchase price adjustments • Audit support facilitation • Technical Accounting • GAAP analysis & special projects• Purchase accounting
Risk Management & Process
Improvement• Process Improvement • Cash management • Product & customer
profitability• Functional area cost
reduction• Internal Audit &
Compliance • Internal controls review • Regulatory compliance • Outsourcing
Information Technology
• Systems Integration • Project Management (PMO)• Business process integration • Financial systems integration• Outsourcing and carve outs • IT Assessment • Due diligence • Best practice reviews • Audit & Controls • IT controls review• PCI compliance • SAS 70, HIPAA
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Private Equity Clients
Selected Case StudiesInterim CFO Services
Industry Revenue Situation ResultConstruction $30MM • Covenant compliance
• Cash management issues• Achieved compliance, reduced leverage 3.75X 2.5X • Improved cash performance, DSO 80->50 Days
Consumer Products
$55MM • Departing CFO• 90% store leases renew • Audit required in 30 days
• Profitability analysis of leases – extensions or new locations. Saved 10+% of lease costs
• Successfully managed audit, recruited new CFO
Manufacturing $350MM • New acquisition and consolidation
• Setup accounting and finance functions, managed finance system integration• Conformed financial reporting to PE firm standards
Post Acquisition SupportIndustry Revenue Situation ResultHome Services • $40MM • Aggressive acquisition
program• Technical accounting
• Due diligence for 20+ acquisitions, integrated systems• Managed accounting issues: FIN 46, carve out, inventory
and lease accounting
Manufacturer • $180MM • Post acquisition accounting and finance
• 40% purchase price adjustments defined/negotiated• Closed $30.0MM facility to take-out bridge financing• Improved working capital by $2.0MM
Education • $120MM • Aggressive acquisition program
• Full suite of post-acquisition services: purchase accounting, opening B/S, consolidation/integration
• Audit fees reduced by $0.5MM over 2 years
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Selected Case StudiesSystem Integration
Industry Revenue Situation ResultIndustrial Services $1.4B • Cost reductions needed
• Process failures impacting cash management
• Reengineered finance processes ($0.7MM) $0.2MM bank fees, 60% lower vendor calls, 80% decrease in exceptions, headcount reductions
Consumer Products
$300MM • Rollup w/ 9 legacy systems• Needed customer/product
level profitability
• Implemented BI solution to consolidate legacy systems• System of record for customer/product profit margins• Accurate sales and pricing improved mix and profit
Healthcare $200MM • HIPAA Compliance • Assessed IT processes and controls related to HIPAA• Identified gaps, implemented corrective actions and
required policies and procedures
Technical AccountingIndustry Revenue Situation ResultFranchising $400MM • Unable to sell franchises
• Required clean audit for FCC and state regulators
• Recreated 60% of books and records, successfully completed audit, met regulatory timeline
• Established go forward internal control processes
Manufacturer $1.3B • Technical accounting requirements
• Expert support
• Implemented FIN 46, FIN 144, FAS 133 (Accounting for Derivative Instruments & Hedging)
• Developed variable stock option models
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Clients
Healthcare
Technology & Media
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ClientsConsumer & Retail
Industrial
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