Comprehensive deal execution, monitoring and reporting services for capital deployment and fund-raising activities for Private Equity funds across the investment life cycle.
Blogs | Transparent Trading: Private Equity’s Increasing Involvement in the Offsets Market
Through our team of experienced Private Equity analysts, SGA offers in-depth and customized services across the investment deal life cycle. This includes deal sourcing, target evaluation, investment review, and portfolio monitoring services. We have expertise across domains, functions, and a wide array of sectors where we have helped private equity firms in fundraising for deployment and monitoring across developed and emerging markets.
Complementing this are our graphics & publishing team, and technology & automation specialists, which equip us with a comprehensive suite to offer to our clients.
Identify actionable platforms and add-ons through SGA’s deep-dive, unconventional research ideas and tools for private equity firms, helping them with a comprehensive deal sourcing exercise. Deal sourcing service includes platform and add-on company screening, benchmarking and contact information pull, outreach, thesis development, creating company profiles, trading and transaction comps, industry overview, and sector valuation.
Increase your market presence with our business development and marketing support to improve brand positioning and visibility in target markets. Business development service includes Limited Partners list building, fund offering memorandums, brand design, brand artifacts, design standard templates, end-market mapping, identification and analysis, key prospect identification and profiling, contact identification, email outreach, CRM creation and maintenance, process logs, Private Equity reports, thematic research, sector reports, market intelligence reports, blogs, and newsletters.
Efficiently evaluate opportunities by leveraging SGA’s automation solutions tailored to Private Equity needs. Deal evaluation service includes financial/commercial due diligence, market entry strategy, databooks/financial modeling, memo/teaser analysis, peer group benchmarking, valuation, detailed investment analysis, and Investment Committee decks.
Maximize portfolio performance using SGA’s investment review support services to support Private Equity firms with actionable insights for decision-making. The investment review services include performance tracking, fund fact sheets, and variance analysis, carrying value calculation, portfolio company valuation, industry dashboards, and periodic reporting.
Monitor your portfolio, manage fund accounting and reporting requirements, make informed decisions, and boost your financial planning with SGA’s CFO services for Private Equity firms and their portfolio companies. The CFO services include fund accounting and administrative services, FP&A services, budgeting & forecasting support, financial/operating performance reports, M&A financial analysis and reporting, valuation, 409A valuation, purchase price allocation, fairness opinion support, quality of financial earnings (QofE) reports, and 13-week cashflow.
Capitalize on the value of data through SGA’s meticulous data strategy and cutting-edge analytics. The data analytics and visualization dashboarding services include custom RPA tools, predictive modeling & forecasting, dashboarding and performance analytics, dynamic MIS reports using Power BI and Tableau, and real-time operational updates.
Influence the strategy of portfolio companies with SGA’s comprehensive market research services. The strategic consulting services include end-market analysis, competitive intelligence, customer insights, and product strategy.
Address your market research and business inquiries by leveraging data and insights produced by SMEs and a network of analysts. The market research services offer customized solutions using qualitative and quantitative research techniques, focus groups, purchase history analysis, and product reviews to drive the innovation process, insights understanding, and marketing delivery.
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