SolomonEdwards provides solutions to help portfolio companies navigate being owned by a private equity firm. This includes helping management with reporting, regulatory compliance, and identifying opportunities to improve operations and profits. Their services span the entire investment lifecycle from pre-transaction due diligence through holding period support and exit preparation. They assist with tasks like financial reporting, budgeting, compliance readiness, and M&A integration. The goal is to help portfolio companies execute their strategy and create value to support the private equity firm's exit plans.

1. Portfolio Company Solutions
Our solutions for portfolio companies enable the CFO to handle the critical initiatives required to navigate
the world of private equity sponsorship. SolomonEdwards’ portfolio company services empower the
portfolio company management team to deal with the significant changes that occur after a private equity
investment. Throughout the life cycle of the investment we provide the portfolio company the expertise
needed to manage and execute its strategy. We help portfolio company management teams optimize
reporting, tackle critical challenges, achieve compliance readiness and capture operational & profit
improvement opportunities. Our services include:
Transaction & Regulatory Advisory Services
The Transaction & Regulatory Advisory Services practice at SolomonEdwards works closely with
private equity firms, portfolio company clients as well as corporate buyers and sellers executing
mergers and acquisitions. We partner to meet their unique business objectives along the full cycle of
a deal. Our experienced and knowledgeable consultants provide support with pre-deal evaluation,
transaction reporting, post M&A integration and regulatory compliance to ensure clients are
prepared to meet and overcome any challenges that emerge throughout the transaction.
Solutions for Private Equity & Portfolio Companies
• PE Reporting Package Development
• Close Cycle Reduction
• Business Intelligence Tool Selection & Implementation
• Key Performance Indicator (KPI) Analysis
• Dashboard Development
• Cash Flow Reporting & Analysis
• Budget & Forecasting Process Improvement
• Integration & Change Management
• Business Transformation
• Communications Management
• Business Process Optimization & Reengineering
• System Integration & Optimization
• Go-To-Market & Business Transition
• Employee Enablement
• Corporate Infrastructure Build-Out
• Pre-Audit Preparation
• IPO Readiness
• U.S. GAAP / IFRS Compliance
• SEC Registration Statement Preparation
• SOX Readiness
• Strategic Business Planning
• Business Process Optimization
• Cost Reduction Analysis
• Revenue Leakage Assessment
• Continuous Controls Monitoring
• Add-On Acquisition Integration
OPTIMIZE REPORTING
COMPLIANCE READINESS
INTEGRATION MANAGEMENT
OPERATIONAL & PROFIT IMPROVEMENT

2. Private equity sponsors commonly position their investments for multi-track exit potential including sale to a
strategic corporate buyer, financial buyer or an IPO. In today’s environment, private equity sponsors are more
focused than ever on creating value. They challenge the portfolio company CFO to identify and deliver on
operational efficiencies that increase profits.
We help private equity and portfolio company management teams prepare for a successful exit. We work closely
with private equity-owned portfolio company clients to meet their business objectives along the full cycle of a
deal. Our experienced and knowledgeable consultants provide support with:
Transaction & Regulatory Advisory Services
For more information, please contact your local SolomonEdwards office:
• Buy Side Due Diligence
• Quality of Earnings
• Working Capital Analysis
• Cash Flow Forecast & Analysis
• Financial Modeling
• Technology Assessment
• Financial Statement Carve-Out
& Compilation
• Fresh-Start Accounting
• Audit Readiness
• Purchase Accounting
• SEC Reporting
• Integration & Change Management
• Optimize Reporting
• Infrastructure Build-Out
• Compliance Readiness
• Operational & Profit Improvement
• Add-On Acquisition Integration
• Sell Side Due Diligence
• Audit Readiness
• Comprehensive IPO Support
• Registration Statement Prep
• Project Management
Supporting the Full Life Cycle of a Deal
About SolomonEdwards
SolomonEdwards is a national professional services firm focused on strategy execution. We create success for our
clients by providing extensive experience, deep subject matter expertise and adaptability within ever-changing
business dynamics. Through custom solutions we execute to solve clients’ critical business issues related to
business transformation, accounting and finance, governance and regulatory compliance and mergers and
acquisitions. Our strength lies in our ability to recruit, deploy and manage teams of specialized experts from our
Business Consulting, Professional Search, and Interim Resources divisions who are singularly focused on driving
results.
PRE-
TRANSACTION
DEAL
EXECUTION
INVESTMENT
HOLD PERIOD
PREPARE
FOR EXIT
SolomonEdwardsGroup, LLC is not a registered public accounting firm.
Atlanta P 404.497.4141 | Chicago P 312.466.0101 | Houston P 713.960.8880 | New York P 212.545.9500
Philadelphia P 610.902.0440 | San Francisco P 415.391.1038 | Washington, D.C. P 703.738.9600
www.SolomonEdwards.com