Although its portfolio company was growing strongly, Partners Group didn’t hesitate to realize extra value by scrutinizing relatively small expenses

In this first report in the series Adding Value Through Technology, experts discuss how a private equity investor can leverage portfolio company data in order to maximize value creation.

Sometimes a merger integration doesn’t go as planned. But those hiccups can largely be sidestepped with the right preparation, writes Paul Calamita, a partner at RSM US LLP.

When you’re a PE firm acquiring a company, you may have an outcome you want to achieve. RSM US LLP partner Greg Maddux and principal Christina Churchill outline four concerns to be aware of so your acquisition goes according to plan.

New technologies are taking the pain out of the deal close. But improving and modernizing the financial close is a process that requires an organization to be diligent.

Insights from portfolio operations professionals on successfully managing private equity investments.

The American Investment Council came up with ESG guidelines for PE in 2009. The organization’s president and CEO explains why it’s at the forefront of the movement.

Private equity often overlooks customer satisfaction in their portfolio companies. Paying more attention to it could boost your returns.

Middle-market GP Argand Partners uses customized data to track whether its portfolio companies are headed in the right direction.

After a career in industries as varied as clothing and canned soup, Mark Sarvary decided to use his know-how to supercharge a FFL’s consumer portfolio.

The challenge arising from investors’ expanding need for portfolio-level data.

KKR Capstone works with the PE giant, using tech to de-risk and increase the value of an investment.

Three ESG experts share stories of how ESG initiatives drove profits in private equity investments.

Three experts explain why healthcare is a best bet for surviving a recession.

An operating partner explains the how the firm uses its scale to its advantage.

A new foundation from Coller Capital’s founder aims to add animal welfare to the ESG equation.

The universe of private capital is working on not hiring others who are like them through task forces and hiring outside firms to look at how firms can diversify who they bring on board.

An advisor at Strattam Capital turned into an operating partner after leading growth in one of its portfolio companies in just one year.