
Overview
ACG NY Operating Partner Roundtable: Financial Controls and Performance Management
In this Roundtable we’ll ask our operating partner panel to share how they lead:
- Alignment on driving profitability
- Deciding which KPIs the portco needs to focus on, how the information will be reported, and how the company will respond based on the results
- Training sales staff, especially sales leaders, on understanding client acquisition costs and implementing strategies to increase revenue while maintaining and improving profitability
- Standardizing technology and accounting processes across the portcos as much as possible to allow the PE firm to run side-by-side financials, get better visibility across the portfolio, and adjust priorities and efforts as necessary, to maximize performance
The ACG NY Operating Partner Series of events and programs is strictly an Operating Partner peer-to-peer series of think tank meetings for ACG NY members and invited guests. Participants can share and discuss best practices while developing relationships in a convenient, enjoyable setting. The ongoing series in 2021 will be open to seasoned & emerging Private Equity Operating Partners and key service providers integral to M&A portco valuation.
Amongst other topics, the interactive series will aim to cover:
- How operating teams work best with investment teams. Pre and post deals. Has this changed?
- The ongoing assessment of risks and actions portfolio companies have taken in response to the extended coronavirus crisis. How long will it continue?
- Key operational areas such as: Digitalization, Human capital, Salesforce effectiveness, Supply chain & procurement, Finance, Data analytics, Digital marketing & e-commerce, Cost improvement etc.
- How to drive value creation initiatives in the aftermath of the downturn - what will the environment be like post COVID?
- How PE, strategic and other investor backed CEO’s and management teams are looking at turnarounds, distressed situations and driving transformations within.
Speakers
CHECK OUT THE FULL SERIES & DATES
Hosted by: ACG
Sponsors
Event Materials
Please contact ACG New York for more information.
Pricing:
Complimentary for ACG Members
$25 for Non-members
Future ACG NY Operating Partner Series Dates: June 2, 2021 and July 22, 2021
All H2 Events, unless otherwise stated, are currently scheduled as virtual. As the year progresses and official guidelines allow, ACG NY will host the events either hybrid or in person. ACG NY always puts members health first and adheres to all federal and local public health standards. Please check our website for the most up to date information on all events and programs.