Revitalizing Financial Trust: A PE Owned Company's Journey to Accurate Reporting and Enhanced Stakeholder Engagement

Fueling Finance Transformation to Rebuild Trust with Stakeholders

Case Study Driving Finance Modernization for a PE-Owned Carve-Out Company

Context:

A newly formed company was acquired by a private equity PE fund and faced significant difficulties in generating accurate financial data, which eroded trust across all stakeholders.

FTI Consulting's Impact:

The newly acquired company now produces reliable and timely financial information such as Profit Loss statements, cash flows, value creation figures, enabling successful interactions with its lers and rating agencies during pivotal moments.

Transformative Changes:

A new, more efficient Finance operating model was implemented by FTI Consulting. This included the development of novel monitoring tools to optimize performance.

Cultures Adopted:

The company embraced a 'cash-first' mindset alongside a 'sprint culture', focusing on rapid execution and continuous improvement.

FTI Consulting's Role:

Our team played a pivotal role in piloting value creation plan initiatives that translated into actionable, current and prospective EBITDA gns for the client.

Transformation Management Office PMO:

We served as the backbone of the finance function transformation by driving action-oriented strategies and initiatives.

Cash Forecasting:

An indirect method-based cash forecast model was developed with a dedicated module for historical analysis of Working Capital Requirements WCR.

Date of Publication: September 9, 2024

Key Contacts:

Rapha?l Miolane - Senior Managing Director eml protected

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