Maximizing FP&A’s Value Proposition Through Extended Planning and Analysis

A reintroduction to xP&A As it’s traditionally defined, financial planning and analysis (FP&A) is the set of activities that support a company’s financial health: integrated planning and budgeting, management and performance reporting, and forecasting and modeling.

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How PE Firms Can Drive EBITDA Optimization at Portfolio Companies

There’s no doubt that increasing the value of a portfolio company is an intricate process, and each company brings unique challenges.

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RPA: Private Equity’s Untapped Strategic Driver of Value Creation

Robotic process automation (“RPA”) is one of the latest buzzwords in technology, building interest and demand at a rapid clip.

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How PE Firms Can Maximize Their Buy-and-Build Strategies

Buy-and-build strategies, where PE firms acquire a platform company and then make synergistic investments in smaller companies, have grown in popularity in recent years.

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The Future Is Already Here, and CFOs Need to Transform Finance to Survive

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You’ve heard about Robotic Process Automation: But what can it do for you?

Robotic process automation (RPA) has been a growing topic of conversation in organizations around the world.

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5 Steps to Assess and Address the SEC’s Statement on SPAC Warrants

On April 12, 2021, the SEC issued a statement on the accounting for certain warrants issued by special purpose acquisition (SPAC) companies.

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Why the Up-C Structure Is a Good Alternative Route to an IPO

The umbrella partnership C corporation (Up-C) structure has been a popular option for pass-through entities looking to gain access to the capital markets.

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Navigating SEC Comment Letters: Non-GAAP Disclosures and Metrics

Inevitably, companies looking to go public will face the prospect of comment letters from the Securities and Exchange Commission (SEC).

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