Private company advisory services

Uniquely tailored solutions that can help with the critical aspects of your private business

In a competitive marketplace, private company leaders like you need an advisor who has demonstrated experience in developing solutions to the issues and challenges facing companies. You want an advisor who understands business strategy, technology solutions, risk management and strategic data analysis. PwC’s private company advisory practitioners have this acumen and work with clients like you on these and other critical aspects of your business.

Video: Unlocking private company growth through technology
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The right technology at the right time can energize a business.

Video: Uncovering value for private companies
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PwC's Private Company Services advisory practice walks through the opportunities to uncover value at middle market companies.

Growing your business through operational excellence

Deals

Drive growth that develops a more profitable future through realizing the potential of your mergers, acquisitions, divestitures and capital markets transactions.

Top concerns PwC has helped clients address:

  • Did we realize the full potential of our integration because it appears we still have two separate organizations, systems and processes across many functions?
  • We are integrating a new organization. However, it does not appear that we are making the tough decisions about how we should operate in the future. What should we be doing differently?

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Digital and cloud

Enable growth by embracing new technology-driven capabilities to streamline business functions, improve decision-making and develop new product/service offerings.

Top concerns PwC has helped clients address:

  • Content to come when available.

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Finance effectiveness

Develop high performing, cost-effective finance functions with streamlined and standardized processes that focus on adding insight to the business while delivering effective controls and increased efficiency.

Top concerns PwC has helped clients address:

  • Given our growth trajectory, how can I maintain confidence in the financial and control environment while moving up the finance maturity curve?

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Marketing

Understand how to best use and orchestrate teams, technology and data to deliver the most relevant experiences across all customer touchpoints.

Top concerns PwC has helped clients address:

  • How do I better understand my customer and engage with them more effectively?

  • Is my marketing working? How should I measure my return on marketing?

  • Where should I invest my next dollar in marketing?

  • My marketing efforts are siloed. How should I set up my organization?

  • What marketing technology do I actually need?

  • How do I safely and securely collect, integrate

  • and apply data to make smarter decisions?

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Operations

Improve operational efficiencies throughout your supply chain, whether in sourcing and procurement, logistics or overall strategy. Our practices will unlock value, immediately
impact the bottom line and create competitive advantages.

Top concerns PwC has helped clients address:

  • How do I find and recognize cost-saving opportunities to immediately impact my bottom line? 

  • My inventory turns are stagnant or declining, resulting in increased working capital requirements

  • Frequent stock outs result in lost sales, despite the fact that my overall inventory is growing. 

  • My overall logistics costs, including warehousing and distribution cost, are increasing faster than my revenue, whereas the potential growth synergies should result in lower cost. 

  • Orders not being shipped in full and on time, resulting in lower customer satisfaction, lost sales and reputational damage. 

  • I have to lease additional warehouse space, as my existing warehouses are over capacity. 

  • My customers levy chargebacks or demand rebates, due to my inability to consistently meet their order deadlines, EDI requirements, and other customer specific requirements

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Pricing effectiveness

Identify areas of opportunity to minimize leakage and realize value, at scale, through transactional pricing, value pricing, channel pricing, strategic pricing services and pricing tool implementations.

Top concerns PwC has helped clients address:

  • How can we leverage our transactional data to improve visibility into our performance, become more competitive and execute tactics to grow our top line revenue and increase gross margin?

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Sales

Grow revenue while improving your overall customer experience by using data and leading technologies to increase productivity on your marketing, sales and service teams.

Top concerns PwC has helped clients address:

  • Customer churn

  • Slow sales velocity

  • Lackluster customer satisfaction

  • Limited visibility into the impact of marketing efforts

  • Siloed customer experiences

  • Uncertainty about how and where to make changes

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Workforce of the Future

Create a future-ready workforce and lead in new ways, so they can inspire their people to adopt new ways of working and build a culture of innovation and growth.

Top concerns PwC has helped clients address:

  • Content to come when available.

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Case studies

Sustainable cost reduction: Pre- and post-merger integration

A distributor of consumer products faced declining sales in five of its core brands and wanted to achieve a steep change in general and administrative (G&A) costs through a large-scale transformation. The leadership team needed support in evaluating various consolidation scenarios from an objective third party, but lacked depth in its mid-level management team to successfully execute the transformation. An additional complicating factor was a planned ERP system cutover that had to occur in conjunction with the consolidation.

What we did

PwC was engaged to conduct a rapid assessment of the G&A costs of the distributor’s five core brands and returned with a two-phase consolidation approach that would incorporate the ERP cutover to help ensure a successful deployment.

Results

The client was able to reduce G&A costs by more than 24%, helping to improve bottom-line results, which were critical due to an upcoming debt restructuring. By implementing best practices, the ERP cutover occurred without disruption and helped to strengthen the leadership team.

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IT strategy roadmap development and execution

The executive team of a large retailer and direct marketer needed help to develop a roadmap and business case, to help transform its current IT environment to a next generation of systems and platforms that would support their future business strategy.

What we did

The client had a complex legacy portfolio of over 400 commercial and custom systems which were extremely costly (accounting for 80% of the annual IT budget). We analyzed the client’s multiple systems and had focused discussions with key business leaders to help create a five-year roadmap to completely transform the IT environment and align it to leaders in their industry.

Results

The client was able to leverage an actionable IT plan that included a time-sequenced plan of initiatives, one-time cost investment, and potential benefits (IT and business) to justify the transformation program. A structured project management office to execute the implementation was created and an outlined process for rapidly evaluating and selecting key software and service providers to serve as future technology platforms for future growth was put into place.

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Demand-driven replenishment at food and beverage client

Our client had an issue with out of stock and backroom inventory, resulting in lost opportunity and higher inventory holding cost. The average out of stock was 13% which is significantly higher than the industry average of 8% and the backroom inventory at stores was also higher than industry average (24% of volume).

What we did

PwC’s data analytics professionals designed and deployed nationwide a custom demand driven replenishment system to reduce the out of stock problem at the retail level and used time series models to predict weekly demand at a store-SKU level.

Results

Our solution helped yield 8% reduction in out of stocks, 10% reduction in backroom inventory and 15% reduction in headcount—driving a projected $20 million annual EBITDA contribution.

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Risk consulting

Our client needed assistance in developing an enterprise-wide business continuity management (BCM) program.

What we did

PwC followed its five-phase BCM methodology to determine the client’s critical functions. We helped the client create recovery strategies for each critical function, document business continuity and emergency response and crisis management plans. PwC also helped the client develop testing and maintenance procedures to promote the sustainability of the BCM program.

Results

A sustained program with defined maintenance and testing procedures was put in place and a governance structure that includes a program manager, BCP team leaders and a two-tiered crisis management team was created. Helping the client to be able to better respond to unexpected interruptions and recover operations in an organized and efficient way, thereby minimizing the impact of a disruption to the company, its employees and its customers.

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New product development transformation

A computer systems supplier needed to cut its product development cycle as its competitors were developing products in up to 50% less time.

What we did

We conducted a diagnostic assessment of cycle time, processes and project mappings and formed cross-functional design teams to define the process structures. Our advisors also piloted and improved project excellence capabilities created by the design teams to help address the client’s informal, unstructured prototype build process across its divisions.

Results

The client achieved a 36% reduction in prototype cycle time, and saved approximately $200M through productivity improvement and direct cost reduction while improving revenue by $30M through improved customer satisfaction.

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Hyperion enterprise performance management

The client’s existing process in preparing the consolidated GAAP cash flow statement was manually intensive and time consuming. The statement was prepared on a quarterly and annual basis, and the forecasting method also lacked precision.

What we did

PwC helped to streamline and automate the cash flow process and align all reporting with GAAP.

Results

By standardizing and automating the cash flow process the company was able to achieve greater efficiencies and accelerate the close and reporting process. The reduced time spent on assembling the Cash Flow Statement allowed for more time to be spent on analysis. The automation through Hyperion Enterprise yielded a more comprehensive and accurate cash flow statement by eliminating significant manual intervention.

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Minimizing loss through forensic investigation

A multinational, privately held firm identified questionable activity that impacted funds held on behalf of their clients. The company conducted a preliminary assessment and found that certain former employees had misappropriated funds from client accounts for their personal benefit and use.

What we did

PwC worked closely with outside counsel and management to analyze questionable transactions and related activities of the former employees. Together we also worked with external auditors in connection with the company’s controls and financial statements as well as with the client’s insurance provider so it could prepare a fidelity claim in support of loss recovery.

Results

With PwC’s assistance, the company was able to reimburse several clients for the losses sustained, avoiding any further damage to their client relationships as well as enhance processes and procedures and strengthen controls and oversight to avoid similar issues in the future.

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Specialty services designed specifically for private companies

PwC’s Advisory team has developed a range of cost effective business solutions specifically for private companies. They are designed to help your company quickly deliver a return on investment,

Hot topics

What technologies can help you achieve better business results?

 

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Tyson Cornell

Private Company Services, Advisory Leader, PwC US

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