Private Equity & Holdings
Portfolio-wide cost-reduction for PE and holding companies, one engagement, every operating company audited and renegotiated in parallel.
Where the savings sit in Private Equity & Holdings
For PE and holding companies, the cost-reduction lever is portfolio-wide. We run a single coordinated engagement across operating companies: benchmarking and renegotiating shipping, telecom, financial and benefits programs in parallel. Each operating company gets the savings; the sponsor gets the consolidated EBITDA report.
- Vendor-neutral, with full disclosure of how we're paid
- Performance-based: no savings, no fee
- End-to-end execution, your team's lift is minimal
Key programs
The typical combination of programs we deploy for clients in this industry, bundled into one Plan of Execution or run independently.
IT Lifecycle Management
One advisor across every line, license, asset and carrier contract at every portfolio company. Planning and procurement, operations management and expense management unified in one platform, with ongoing visibility and control across telecom, mobile, cloud and IT infrastructure. Telecom expense reductions typically run 20–30%.
Learn moreCredit Card & ACH Processing
B2B/B2C card processing first, card present, card not present, online and mobile, with ACH & eCheck as the secondary rail. Interchange optimization and Visa CEDP / Level 3 data pass-through across portfolio operating companies, and we recommend a processor change only when it saves you more.
Learn morePreventative Health
Healthcare cost reduction that lowers claims without changing your existing plan or disrupting employees, with the IRS-compliant Healthcare Claim program layered on top. Business Solutions Group (BSG) and our approved licensed provider of choice handle compliance and implementation.
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See exactly where Private Equity & Holdings clients save
Start with a free analysis. Within a few weeks you'll see how much you could save in each category, based on your own data, with no obligation to engage.
- NDA-protected, free benchmark analysis
- Detailed Plan of Execution once we're working together
- Performance-based: no savings, no fee