With our unique perspective and in-depth M&A expertise, we can help you: (1) increase the value of your existing portfolio companies and (2) provide world-class due-diligence support with flexible and comprehensive engagements. See how Wilson Perumal & Co can help your Private Equity firm increase your returns while minimizing your investment.

1. Introduction to
Wilson Perumal & Company
Private Equity Support
www.wilsonperumal.com

2. Introduction
• Wilson Perumal & Company
– We are a premier consulting firm with a unique point of view on complexity, which is
especially powerful when united with our deep strategy and operations perspective
– The return of our project benefits over fees ranges from 5-60x yearly
– Our team is on average more experienced than most other consulting firms and has both
strategy and hands-on operational experience from world-class organizations
– We can be flexible in our arrangements and we would be excited to partner with you
• Our expertise
– Our team has in-depth due-diligence experience on both the buy-side and sell-side
– We work with leading companies across industries, with a focus on Private
Equity, Industrials, Retail, Consumer Products, Financial Services, and Energy/Infrastructure
• We can help your private equity firm in one of two ways:
1 Adding value to existing portfolio companies with strategy or operational support
–
–
2 Diligence support to evaluate new investments and identify opportunities for value creation
www.wilsonperumal.com
2

3. We are the leading advisor to companies
on how to compete in a complex world
• We help companies across three interconnecting areas
Strategy
Complexity
Operations
• Companies need fresh thinking and different
approaches that reflect the complexity of today’s world
• Our team is custom-built to address these issues, with
strategic depth, operational fluency and experience in
implementation- our clients attest to our results!
“WP&C combines the level of talent and capability of the name-brand strategy firms
with the great working relationship, partner engagement, and level of personal
commitment you can only get with a smaller firm. WP&C is the best of both worlds.”
– Dave Hoogmoed
President, Land O’Lakes Purina Feed
www.wilsonperumal.com
3

4. We provide full support to enterprises
spanning 3 major areas
Our Services:
Strategy
Complexity
Operations
• Corporate Strategy
• Complexity Mgmt
• Post merger integration
• BU Strategy
• Complexity Agenda
• Process Transformation
• M&A Strategy & Due
Diligence
• Product Profitability
• IT Strategy
• Customer Profitability
• Supply Chain Mgmt
• Portfolio Optimization
• Operational Excellence
• Process & Organizational
Simplification
• Conduct of Operations
• Revenue Optimization
• Marketing & Sales
• Operating Model Design
• New Market Entry
• Customer Retention
• Risk Management
www.wilsonperumal.com
4

5. We work with leading companies to deliver
transformational results
Transformation through
Complexity Reduction
Worldwide Due Diligence
Partner
eCommerce
Transformation
A billion $ Fast Moving Consumer
Goods Company
A Large Media Company
Europe’s Largest Electronics
Retailer
Applied our unique complexity
approach to remove excess complexity
via portfolio optimization and process &
org redesign. Identified multi-millions
profit improvement in one plant & can
be extended to seven other plants.
Conduct commercial due diligence and
facilitate other diligence providers on
new market entries worldwide. Flexible
engagement model with diligence team
ready with 1 week notice.
Yearly benefits over Fees 50-60x
Yearly benefits over Fees n/a1
Product Portfolio &
Distribution Model
Strategic Decision
Analysis
Operational Risk
Reduction
Leading Agricultural Company
Leading Asset Management
Firm
Major Integrated Energy
Company
Combined our strategic analysis and
deep industry expertise to evaluate a
potential billion $ investment across
market, regulatory, risk & operations.
The CEO praised our work as by far the
best he had seen in this space.
Reduced loss of containment incidents
by 75%, and safety incidents by
25%, by providing hands-on leadership
coaching and training using the US
Nuclear Navy’s Five Pillars for HRO.
Yearly benefits over Fees n/a2
Yearly benefits over Fees 50-60x
Took a joined-up approach across the
product portfolio and distribution to
redesign and pilot a new business
model for $15-30M in cost
savings, greater service levels, and
more aligned sales force to launch
growth.
Yearly benefits over Fees 8-10x
1) Benefit from entering markets not yet realized since the work is done in 2013. 2) No-go decision
Redesigned multi-channel
operations, developed an Exit Mgmt.
tool, and the Online Product Set-up
process for an £18M increase in
Operating Profit and a doubling of
online market share.
Yearly benefits over Fees 20-30x
www.wilsonperumal.com
5

6. We can help your firm in one of two ways:
1 Adding value to existing portfolio companies
We can help you increase the value of your portfolio companies with a
focus on maximizing cash flow while minimizing investment
Grow
Improve
• New growth strategy
• Portfolio optimization
• Evaluate new market
entry strategies
• Process and org
simplification
• M&A strategy
• Simplify footprint and
asset base
• Go-to-market
approach
• Margin enhancement
Exit
• Exit strategy and
timeline planning
• Pre-sale “vendor”
due-diligence
• Business plan analysis
and development
We are happy to do a short, targeted assessment at minimal cost to identify value
creation opportunities along with providing the supporting business case
www.wilsonperumal.com
6

7. We can help your firm in one of two ways:
2 Due-diligence support for new investments
Our comprehensive approach covers all key areas with primary & secondary research:
Market
Customers
Target
diligence
• Size, growth, & segment
• Key market trends
• Identify potential risks
• Regulatory environment
• Suppliers
• Key purchase criteria
• Customers views on target
offering and value
proposition
• Unmet needs
Historical growth
Market
diligence
Competition
Operational / costs
• Revenue & growth by
geography, BU, etc
• Price vs. volume growth
• Performance vs. market
• Complexity assessment
• Margin analysis
• Work Cap, CapEx, and D&A
• Headcount by function
• Competitor profile, value
proposition, & strategy
• Comp. benchmarking
• Market share analysis
• Market consolidation
Business plan
• Management projections
• Growth strategy
• Key assumptions
• Upside potential
Additionally, we can tailor our approach to the needs of each deal:
• “In-depth” diligence for new or unfamiliar markets (2-4 weeks)
• “Light-touch” diligence for quick validation of initial hypothesis (1-2 weeks)
www.wilsonperumal.com
7

8. Our approach to ops diligence goes beyond
typical methods to uncover greater value
In our experience, most operations
diligence efforts are superficial
reviews to simply verify operations
are in relatively good order
They often neglect to review:
1.The strength of operations or
2.Quantify improvement opportunities
Our unique complexity perspective
allows us to go beyond typically
process improvements like Six
Sigma or Lean
Typically process improvement
approaches are: limited in scope, do
not address root causes, and cannot
effectively tackle cross-functional or
cross-divisional issues
We offer a 1-2 week engagement
tailored for private equity diligence
to identify and quantify value
added opportunities
We: (1) identify the strengths and
weaknesses of existing operations
and (2) quantify the value of
operational improvements
We are willing to partner with you to minimize the costs of this initial diligence to then
support operations improvement post-acquisition
www.wilsonperumal.com
8

9. What makes WP&C’s approach to due
diligence unique?
Flexible
arrangements
• We can be flexible in our arrangements to better support your
needs
• We can fully support the timelines and deadlines of the PE process
Buy-side & sellside experience
• We have experience working for and with leading private equity
firms and corporate M&A groups at Fortune 500 companies
• We have both buy-side and sell-side experience giving us unique
insight into how each side approaches the deal
Industry
experience
• Our consultants have industry experience so we do not provide
theories, we provide practical recommendations that can be
implemented in a cost effective way
www.wilsonperumal.com
9

10. Contact Us:
Jacob Carr
+1 (719) 332-2947
Fabio La Mola
+1 (832) 744-6586
jcarr@wilsonperumal.com
flamola@wilsonperumal.com
North America
Europe
Two Galleria Tower
13455 Noel Road, Suite 1000
Dallas, TX 75240
Longcroft House
2/8 Victoria Avenue
London, EC2M 4NS
+1 (972) 716-3930
+44 (0) 203 206 1496
www.wilsonperumal.com
www.wilsonperumal.com