Private Equity in Small and Mid-Markets: Perfecting the Post-Close

Private Equity companies in small and mid-markets face unique challenges from their larger counterparts largely because of resourcing. Rather than robust financial departments, it could be just a handful of people fulfilling financial functions. Post-close, this small team can be exhausted and stretched to its limits.

In today’s episode Brian Raphael, Managing Director at ProCFO Partners, explores why smaller PE companies can sometimes struggle and what kind of support they need for a smooth transition. Brian shares practical, tactical advice on how to approach post-close financial functions to avoid inefficiencies, frustration, risk and operational headaches. When a framework for these processes is utilized by an expert CFO, problems can be solved quickly or avoided altogether.