Advisory - PE Firms

CEO Advisor, Inc. provides a range of services to Private Equity firms, including A) Partnering with and referring clients for equity investments; B) Buy-side acquisition advisory services for bolt-on acquisitions to portfolio companies; C) Interim, fractional CEO and CFO services for portfolio companies; D) Turnaround advisory services for underperforming portfolio companies for growth and value building and E) Preparation and clean-up advisory services for companies declined by Private Equity firms to re-introduce the company to the PE firm after the clean-up and advisory services.

Private Equity Firm Services

With over 150 years of experience and expertise, our boutique advisory firm of five business professionals work with Private Equity firms in five ways.
I. CEO Advisor, Inc. Works with Private Equity Firms in Seeking Equity Investments on Behalf of our Lower Mid-market Clients, or Refers CEOs to PE Firms:
  • Once we have prepared the CEO and the company sufficiently, we approach PE firms to partner with and seek an equity investment to grow the business to the next level.
  • Companies that make the decision not to engage with CEO Advisor, Inc. are often referred directly to Private Equity firms in return for a Finder’s Fee.
II. Acquisitions Advisory Services for Bolt-on Acquisitions:
  • We engage with PE firms to accelerate the growth of their portfolio companies by providing buy-side acquisition advisory services to seek and secure bolt-on acquisitions as a full service.
III. CEO Advisor, Inc. Provides Fractional, Interim CEO and CFO Services for 3 to 12+ Months
IV. Improve Underperforming CEOs and Portfolio Companies to Turnaround, Grow and Build Value:
  • We work with PE firms on underperforming CEOs and portfolio companies.
  • We use a hands-on 3-step process to provide an A) Assessment, B) Recommendations, and C) Planning and Hands-on Execution to drive the process, turnaround or improve the company and mentor the CEO, build profits and value, and ensure success.
V. Preparation & Clean-up Advisory Services for Companies Declined by Your PE Firm:
  • For the companies that you pass on providing growth capital to, upon your referral to CEO Advisor, Inc., we advise the CEO and management team hands-on to prepare, clean-up, mature and mentor the company to get them ready for a re-introduction to your Private Equity firm.
CEO Advisor, Inc.
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