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Portfolio Companies
Our expert consultants have deep industry knowledge in manufacturing, distribution, health care, services, real estate, and construction. We know the industries and can help you plan and implement strategies for success in the companies you acquire.

Portfolio Companies

Helping you maximize your investment in portfolio companies

Plante Moran experts can help you ensure your group’s investments are successful. Our expert consultants have deep industry knowledge in manufacturing, distribution, health care, services, real estate, and construction. We know the industries and can help you plan and implement strategies for success in the companies you acquire.

Our professional staff has a wide range of certifications, specialties, and experiences that, combined with industry knowledge, gives you the critical thinking and problem solving you need to reach your goals. 

A seamless delivery of the services you need

Our menu of services includes financial statement audits, tax planning, and management consulting on issues ranging from employee benefits to technology selection and implementation.

If you need operational turnaround and restructuring services, we have the experts you need. Last year we won a “Turnaround of the Year Award” for our work returning an Ohio-based foam products manufacturer to financial health and profitability. After two years of losses, it took us only 60 days to plan and implement changes that brought the company back to profitability. Making it even more impressive, the turnaround occurred as the company entered its seasonally slow time of year. 

IT transition saves money and improves functionality

In another instance, our technology staff helped the new owners of a manufacturing facility through an IT transition. Agreements with the seller covered continued services for up to 12 months, during which period decisions had to be made on 270 software applications, several servers, many IT contractors, network components, and a phone system. In the first 30 days, we helped select and implement a new e-mail system, made changes to the phone system, and trained the new accounting staff on the existing enterprise resource planning (ERP) system.

In fewer than three months, new purchasing and inventory systems had been chosen, the contracts negotiated, and implementation completed. In four months a new ERP system went live. Because of our fast response, the new owners realized more than $200,000 in savings on the cost of their transition agreement. Plus, they have a new IT system with improved functionality that dramatically lowers their IT operating expenses.

Services for private equity groups and their portfolio companies:

  • Deal flow
  • Strategic analysis & evaluation
  • Transaction structuring
  • Valuation
  • Tax structuring
  • Transaction support services
  • Financial, strategic, operational, organizational, tax compliance, & technology due diligence
  • Strategic sourcing (low-cost regions)
  • Purchase price allocation
  • Closing/Opening balance sheet audits
  • Employee benefit plan review
  • Transition period support
  • Interim financial support services
  • Information technology — selection & implementation
  • Fund audit & tax services
  • Portfolio company financial reporting
  • Portfolio company tax planning & compliance services
  • Portfolio company exits
Video

Bryan Welsh Audit Partner describes audit, tax and financial services for Private equity funds and portfolio companies

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"Our Plante & Moran tax specialists are thoughtful and complete in their tax planning ideas. We appreciate that they successfully implement their ideas with equal energy and expertise."

Tax Manager
Large Turnaround Firm