Working directly alongside portfolio company CFOs within a leading UK Special Situations Private Equity firm to build and deploy a unified group operating financial model.
The engagement focused on establishing robust financial clarity across a group of UK construction supplier entities while crafting a clear, data-driven growth forecast narrative to prepare the portfolio for private equity exit.
Key Execution Highlights:
• Established an integrated group operating financial model combining multiple manufacturing and supply business units.
• Standardised operational forecasting with PE controls and cash visibility across portfolio leadership to support ongoing PE governance.
• Articulated the long-term equity growth story, key assumptions/drivers and financial trajectory for marketing the group to strategic and financial buyers.