Portfolio Company Management and Value Creation

Our portfolio company management and value creation services help private equity funds and their portfolio companies optimize performance, streamline operations and achieve growth.

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Empowering Your Investments With Strategic Insights and Tailored Solutions

Cherry Bekaert provides strategic guidance to portfolio companies to better optimize performance, streamline operations and achieve sustainable growth. We work in partnership with management teams and their private equity sponsors to solve difficult business issues, including operational improvements, digital enhancements, cost reductions, and risk mitigation strategies. We aim to maximize value at every level and drive higher ROI on exit. Our holistic approach combines financial acumen with strategic insight to unlock value potential for our clients.  

Explore Our Services to Support Portfolio Companies

Advisory Services

Enhance your portfolio company's success with expert advisory services that drive strategic growth and digital innovation. Our tailored approach focuses on maximizing transaction value, optimizing strategies, and managing risks effectively. Trust our comprehensive solutions to transform your business and achieve sustainable results.

Audit Services

Ensure financial integrity and transparency with our specialized audit services for portfolio companies. We provide thorough audits and reviews that enhance credibility, support informed decision-making, and drive value creation. Count on our team to deliver accurate financial insights and strengthen your company's financial foundation.

  • Portfolio Company Financial Statement Audits & Reviews
  • Opening Balance Sheet Audits
  • Financial Statement Reviews

Tax Services

Discover tailored tax solutions designed for portfolio companies, focusing on strategic planning, compliance, and financial optimization. Our services enhance savings opportunities and ensure regulatory adherence, driving efficiency and growth. Rely on our tailored approach to elevate your business's financial health.

Post-Close Services

In a rapidly evolving marketplace, maximizing value and minimizing risk through post-transaction integration is a top priority. Our professionals, with extensive transactions experience across industries, recognize the complexity of M&A and offer a full suite of services for both private equity investors and business operators to accomplish their financial goals.

Advisory Services

Enhance your portfolio company's success with expert advisory services that drive strategic growth and digital innovation. Our tailored approach focuses on maximizing transaction value, optimizing strategies, and managing risks effectively. Trust our comprehensive solutions to transform your business and achieve sustainable results.

Audit Services

Ensure financial integrity and transparency with our specialized audit services for portfolio companies. We provide thorough audits and reviews that enhance credibility, support informed decision-making, and drive value creation. Count on our team to deliver accurate financial insights and strengthen your company's financial foundation.

  • Portfolio Company Financial Statement Audits & Reviews
  • Opening Balance Sheet Audits
  • Financial Statement Reviews

Tax Services

Discover tailored tax solutions designed for portfolio companies, focusing on strategic planning, compliance, and financial optimization. Our services enhance savings opportunities and ensure regulatory adherence, driving efficiency and growth. Rely on our tailored approach to elevate your business's financial health.

Post-Close Services

In a rapidly evolving marketplace, maximizing value and minimizing risk through post-transaction integration is a top priority. Our professionals, with extensive transactions experience across industries, recognize the complexity of M&A and offer a full suite of services for both private equity investors and business operators to accomplish their financial goals.

Additional Portfolio Company Management Services

  • Deal Advisory

    Our Deal Advisory professionals recognize the unique and complex aspects of M&A activity and offer a full suite of comprehensive services.

  • Transaction Tax Services

    Learn more about our Transaction Tax Services (M&A Tax Services) whether you need assistance buying, selling or restructuring a business.

  • Valuation Services

    Cherry Bekaert’s Valuation Services team can address complex business valuations involving issues like intellectual property, stock options and gifting.

Our Professionals

Connect With Us

Scott M. Moss

Financial Services Industry Leader

Partner, Cherry Bekaert Advisory LLC

Contact Our Private Equity Industry Team