Is Your Firm Ready for a Private Equity Buyout?

Best practices for structuring data to enhance valuation and due diligence

Contributor

Natalie Cramp

Partner, JMAN Group

Deals like Grant Thornton and Evelyn Partners highlight the trend for private equity (PE) investment in accountancy firms in the US and the UK. In an article for Business & Accountancy Daily, Natalie Cramp, Partner at JMAN Group, explains how a data-first approach, exemplified by the Dains Accountants acquisition by IK Partners, can significantly boost your firm’s attractiveness to PE investors. Learn how a robust data platform can streamline exits, maximize value and unlock hidden growth potential.

Key Learning Outcomes:

  • Understand the growing trend of PE investment in mid-market accountancy firms.
  • Learn how a strategic data platform enhances valuation and due diligence.
  • Discover how to build a compelling data narrative to attract and secure PE investment.

Read the full article in Business & Accountancy Daily to discover how to prepare your firm for private equity opportunities.

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Prep for Exit

Maximize valuation and de-risk transaction with robust, extensive and high-quality data
  • Does the target have the data assets required to drive value creation (including Al deployment)?
  • How do I get better data on my target and the wider market?

Value Creation

Accelerate value creation plan delivery using Data, Machine Learning & Gen Al
  • How do I use a data-driven approach to make my business more profitable?
  • How do I achieve as high a multiple as possible ?

Core Reporting

Track company performance and quantify value creation leavers with accurate real time data from automated systems
  • How can I get a real-time, detailed and consistent... view of my operational and financial metrics?
  • What is happening in our portfolio companies and across our fund?

Data Advisory

Balance short-term extraction of value from data with laying the right digital foundations.
  • How do I assess the maturity of my data foundations and value creation plan levers ?
  • How can I collaboratively create and deploy a roadmap of value-first initiatives that pay for future foundational investments?

Due Diligence

Understand target's market position and ability to execute their business plan
  • Does the target have the data assets required to drive value creation Including Al deployment ?
  • How do I get better data on my target and the wider market?