Investment Lifecycle Solutions

Scale Smartly

Clarendon Partners enables CXO’s and private equity firms to smartly scale their businesses throughout their investment lifecycle in order to achieve maximum benefit upon exit.

  • Integrating and standardizing business infrastructure to enable platform agility.

  • Streamlining processes and enhancing efficiency to scale operations smartly.

  • Mitigating potential negative impacts with practical risk and compliance frameworks.

  • Measuring and improving value driver metrics for the business.

  • Providing interim/fractional finance, risk, and operational leadership for hands-on execution and expertise.

  • Enabling timely and well managed delivery of outcomes utilizing our proven PMO/TMO framework.

Our industry and operations experts are your partner to create real value by accelerating process and platform consistency, technology integration, risk remediation and overall improved performance. Our approach translates into platform cost takeout, quality improvement and significant efficiency gains, all of which result in higher exit values.

 

We help you capture the value of your investments by:

It’s Time to Scale

Our team helps you scale smartly for better outcomes. No matter your exit strategy, Clarendon Partners Investment Lifecycle Solutions drive improved results.

Our Experts Support Leaders Throughout the Investment Lifecycle

  • Buy Side

  • Sell Side

  • Portfolio Company Leadership

Enhancing Performance Across the Lifecycle

Clarendon Partners drives impactful results for CXO’s and private equity firms by creating value at key stages of the investment lifecycle.

Illustrative Client Engagements

  • Organized and improved financial reporting for a middle-market company preparing for private equity exit.

  • Implemented and optimized business systems solutions to deliver platform agility for private equity and portfolio companies.

  • Assessed finance and IT operations, delivering a transformation roadmap with an optimized IT stack, improved reporting, scalable structures, and defined leadership roles.

  • Managed selection and implementation of ERP and FP&A systems to integrate portfolio-wide technology.

  • Crafted financial models to improve management telemetry of the business and roadshow content for fund raising.

Meet the Team

Brings Big 4 consulting experience in leading and executing transformation efforts for scaling organizations

Michele Hoffman

Former Big 4 auditor and consulting leader with expertise in driving functional transformation and operational improvement

Patrick Leonard

Nick Ramos

Financial transformation expert specializing in EPM, FP&A tools, and ERP advisory to optimize processes and drive efficiency

Restructuring and transformation expert with a focus on building, integrating and modernizing the Finance function through all stages of the asset lifecycle

Haley Varner

Hauke Schupp

Former risk executive with a focus on scalable Enterprise Risk Management across strategic, financial, operational, and reputational domains

Operations expert with extensive experience designing, managing, and troubleshooting operational change across transforming organizations

Molly Grover