PE firms should prioritize modern accounting systems that provide real-time financial insight. Regular financial reviews, clear KPIs, and scalable tools ensure better decision-making and accountability.
A thorough systems audit during due diligence is essential. Developing a road map to modernize technology and optimize workflows, while investing in automation and data analytics, sets a foundation for scalable growth.
PE firms should carefully assess the company's debt capacity and structure the deal to ensure flexibility for growth. Post-acquisition, managing debt with a realistic repayment plan ensures financial stability and operational freedom.
A clear measurable roadmap both short-term and long-term goals should be established. Regular performance review and a structured timeline help ensure that everyone is aligned and accountable.
PE firms should evaluate the management team before acquisition, ensuring strong leadership with the right skills and cultural fit. Open communication and fostering unified company culture can drive better decision-making and execution.
The first 120 days following a PE acquisition are critical to setting up long-term success. Failure often stems from issues with financial systems, operational inefficiencies, excessive debt, misalignment of goals, and weak management.
By addressing these challenges in due diligence and focusing on potential solutions, PE firms can improve the chances of success for their portfolio companies and position them for sustainable growth and profitable exits.
Conexus Advisory is led by Big 4 CPAs with years of Industry Experience and GAAP Accounting Expertise.
Our Advisory staff are full-time dedicated resources and fractional CPAs dedicated to critical, deadlinedriven project work in areas such as Acquisition Integration, IPO Readiness, Accounting Process Optimization and Technical Accounting related issues and deliverables.
We were built to handle the complexities of the office of the CFO.
Jill Primm, partner of conexus, has over 18 years of accounting and finance experience in public, private, non-profit, and consulting Across various industries. She began her career at deloitte & touche in orange county, ca, as part of the audit group, serving primarily Consumer business and technology clients. After public accounting, jill accelerated in multiple accounting roles for publicly traded Companies at electric visual evolution, wet seal, skilled healthcare, and caretrust reit. She also had her own consulting business, Providing sec reporting, technical accounting, interim solutions, operational efficiency improvement, and other services in various Industries for private, public, and non-profit organizations.
Marty McKeever, partner of Conexus, has been serving clients in the Southern California marketplace with top accounting and finance resources since 2003. Prior to co-founding Conexus, Marty spent 17 years as the Managing Director for the Orange County practice of the DLC Group while also supporting the LA and San Francisco practices. Preceding his career in consulting and recruiting, Marty worked in accounting and finance for some of Orange County’s largest companies including, Capital Group, Disney, and Fluor Corporation. Marty’s industry experience allows him to clearly understand the needs of his clients and to provide the best fit resources.
