Business and technology solutions for the private equity and investment industry

Now more than ever, private equity firms must be diligent in recognizing and creating value. 

• Do you consider operations and technology when evaluating a potential acquisition?
• Have you planned adequately for a carve-out and/or an integration of a portfolio company?
• Do you have a comprehensive view of performance and key metrics across portfolio companies?
• Do your executives have the information they need to drive your investment objectives?

If your goal is to create value, we can help.

West Monroe Partners has assisted more than 50 financial buyers with over 325 transactions totaling more than $50 billion in value.

West Monroe Partners couples transaction experience with deep expertise in key industries, including healthcare, banking, manufacturing & distribution, energy & utilities, retail, consumer products, and business services. The result: analysis in your business language that enables you to minimize uncertainty, invest with confidence, and maximize performance.

Achieve acquisition synergies faster.

From acquisition diligence to portfolio company transformation, we can help you navigate all phases of the acquisition process with confidence and speed: 

• Identify and quantify risks.
• Uncover hidden opportunities or sources of value.
• Get a jump start on post-acquisition integration or carve-out.

Our Private Equity & Alternative Investment services include:

• Due Diligence, Technology, & Transaction Services  —thorough assessments that help you determine whether a target will support your investment thesis or business plan.
• Portfolio Services: Transforming IT and Operations  —business, operations, and IT improvements for your portfolio companies that can streamline costs, improve service, or enhance compliance—preparing you to achieve your investment thesis.
• Back-Office Services: Improving Metrics and Analysis —business intelligence, enterprise resource planning, and customer database solutions that enable you to contain costs, improve customer/prospect experience, and enhance decision support.
• Managed IT Services —expert support for your help desk, network/server infrastructure, e-mail, mobile devices, security, data backup, and the other key systems, including portfolio reporting, customer relationship management (CRM), and document management systems—so that your team can focus on your investments.