Author Archives: impactpoint

Overview Mid-market private-equity-backed companies face unique challenges and opportunitiesthat require a transformative approach to financial leadership and budgeting. The CFO’s role is crucial in not only managing finances but also steering value-creation initiatives that align with the strategic goals of the PE firm. This white paper delves into the evolving role of the CFO, best […]

Private equity-backed companies in the middle-market face a unique set of challenges and opportunities, demanding a transformative approach to financial leadership. At the center of this transformation lies the Chief Financial Officer (CFO), whose role transcends traditional financial management to become a key driver of value creation. From aligning financial strategies with private equity (PE) […]

Introduction As organizations evolve, so do their structures, challenges, and inefficiencies. Without a proactive approach to organizational design, companies risk operational bottlenecks, redundant layers, and unclear accountability. A structured, data-driven approach to org design can optimize resources, reduce costs, and enable sustainable growth. This paper explores the key factors driving the need for organizational design, […]

Private equity (PE) portfolio companies often operate in a fast-paced environment where efficiency, scalability, and value creation are paramount. As these companies grow through acquisitions or face strategic pivots, organizational design (org design) emerges as a crucial tool for achieving operational excellence and maximizing enterprise value. In this blog, we’ll explore the central aspects of […]

Valuing a company in its very early stages can be difficult. For the past few years, the so-called rule of 40 has become a popular way of assessing the value of software as a service (SaaS) startups and early-stage companies. Here is a closer look at how it works and when it is most useful.

The merger integration process is often a manic period where the buyer and seller are frantically focused on agreeing to a deal, including various due diligence workstreams, negotiations on the Sale and Purchase Agreement, and planning for deal close.