Private Equity

Private equity (PE) manages an increasingly important part of the economy, with $2.5 trillion in assets under management globally – twice the amount of a decade ago. PE firms vary in the level of hands-on management expertise and experience they carry as an on-going capability. Some PE firms choose to supplement their own strengths with opportunity-specific outside resources who can provide insights into particular markets, products or services, or management challenges.

Services

Nadler Strategy supports PE firms in the B2B professional services sector and in environment/sustainability related fields. Specific services include:

  • Management/business review pre-acquisition
  • Management oversight
  • Focused intervention during ownership period to protect and maximize value

These services are shaped by insights from having been on both sides of the table. As Global Director-Client Service of a firm with a major PE investor, Scott Nadler helped implement PE financing and meet PE expectations (including conducting over two dozen internal management assessments and/or interventions to improve Business Unit operations). Later as Strategy Development Director for the firm, he helped lead the company through and out of the recession and prepare for a successful PE refinancing at 77% over the company’s prior value. (Implementation of that strategy later led to another PE financing at 79% over the preceding deal’s value.) Engagements with PE firms and service as Non-Executive Director of a start-up firm have provided additional insights from the investor perspective, including into the complex relationships between management and Boards.

Examples (references available upon request):

  • Pre-acquisition review of manufacturing firm including participation in management presentation to PE
  • Intervention in troubled professional services firm after PE removed management to turn around long-term sales decline