PE Lifecycle graphic V1

Quality of Earnings (QoE)/financial diligence Tax and structure diligence HR/organizational diligence IT diligence Cybersecurity diligence (pre/post) Quality of Strategy™ (commercial and market due diligence) Voice of Customer (VoC) Operations/intelligent sourcing diligence Leveraged buyout (LBO) modeling Capital structure Debt and debt refinancing

Pre-transaction

Build strong foundation

First 100 Days

Streamline operations

Years 1 and 2

Prepare for exit

Years 5 and 6

Grow revenue and profit

Years 3 and 4

100 day planning and integration playbook development Critical priority identification Integration management office (IMO) launch Financial reporting Purchase price allocation Working capital adjustments HR/benefits integration Software selection Interim CFO services Cybersecurity review Transaction disputes Financial statement audit services Tax compliance/provision services Government contracting

Build strong foundation

Outsourced accounting ERP and CRM implementation and integration Cloud consulting Business process mapping and optimization Supply chain advisory Advanced analytics advisory Product profitability analysis Customer experience / VoC Financial accounting advisory Internal controls assessment and internal audit

Tax compliance and advisory Project management office (PMO) support Strategic growth planning Resource optimization EBITDA improvement Supply chain optimization M&A (bolt-on) target planning Big data solutions

Sell-side capital advisory Enterprise value analysis Sell-side financial due diligence Sell-side commercial due diligence Transaction and SPAC readiness services Benchmarking analysis Global market advisory

Pre-transaction

Streamline operations

Grow revenue and profit

Prepare for exit

Due diligence

Capital advisory

Exit

Pre-transaction