Service

Portfolio company value creation

Accelerating and scaling value creation

Jeffrey Kollin

Jeffrey Kollin

Principal, Advisory, Private Equity, KPMG US

+1 917-438-3946

Paul de Janosi

Paul de Janosi

Advisory Managing Director, Strategy - PDT, KPMG US

+1 215-370-1599


KPMG has designed a rapid diagnostic process to help portfolio companies quickly identify potential near-term cash-generation, EBITDA, and other performance improvements.

Our no-cost, holistic diagnostic of a company’s financial statements, processes, and operational data combines proven KPMG tools and technology with customized support from senior KPMG subject matter professionals whose expertise spans a range of disciplines and industries. 

Our light-touch process

The assessment explores a variety of financial, operational, and other data to help target potential performance improvement initiatives focused on rapid value creation.

Through our initial diagnostic exercise, which is a light-touch process on the organization’s part, we identify opportunities across multiple areas of the company and suggest targeted actions for achieving cash-generation, EBITDA, and other performance improvements. Then, at your organization’s discretion, our experts can further guide you through the execution of select initiatives focused on value creation opportunities that have been identified.

How you benefit

The KPMG rapid diagnostic assessment offers multiple benefits for your company, including:

Potential EBITDA and cash flow improvements

Permanent effective tax rate benefits

Reduced risk and increased cross-functional collaboration

More efficient operations across the organization

Areas of opportunity explored

Value Creation

Tax

  • EBITDA Planning
  • Tax structuring and optimization
  • Credits, incentives, and refunds

Working Capital

  • Order to cash (AR) optimization
  • Procure to pay (AP) optimization
  • Supply chain/ inventory optimization 

Finance Effectiveness

  • Current-state maturity
  • Operational and organizational gaps
  • Organizational design
  • Roadmap for implementation

Profitability Levers

  • Commercial growth
  • Operational efficiencies
  •  Financial risk mitigation

Pricing

  • Top- and bottom-line pricing assessment
  • Market, organizational,, and operating model impact

Organizational Effectiveness

  • Identify organizational inefficiencies
  • Design future organization structure
  • Optimize personnel cost

ESG

  • GHG inventory and decarbonization roadmap
  • Value-at-risk climate assessment
  • Improve CoC from ESG performance
  • Managing climate and ESG supply chain risks and opportunities

Value Preservation

Cyber Security

  • Cyber maturity assessment
  • Cybersecurity roadmap

Forensic and risk

  • Investigations
  • Fraud risk assessment
  • Compliance
  • Anti-bribery and corruption assessment
  • eDiscovery and Technology
  • Forensic Data Analysis
  • Corporate Intelligence 

Value Realization

Capital Markets Readiness

  • IPO and SPAC readiness assessment and roadmap
  • Regulatory filings
  • SOX compliance
  • Executive compensation planning