Private Equity

p1878M-5444-RT8On Private Equity and Investment Banking side, we see renewed interest in the acquisition, diversification, and portfolio restructuring activities, predominantly in Financial Services and Outsourcing market sectors, where under-valued assets, high market fragmentation, and unrealized market potential attract current investor interest.

In Financial Services sector, we see a drive for restructuring the balance sheet, divestiture of non-core business assets, consolidation and integration around a new operating model which is less capital intensive and better leveraged.

In the Outsourcing sector, we see drive for industry consolidation, reflecting the maturity of the outsourcing market and selective vendor ability to compete for multiple business competencies and for managing broader, more diversified technology assets. Furthermore, the Outsourcing industry is going through rapid consolidation and restructuring, with pieces of traditional outsourcing business being divested or re-engineered (Call Center and Service Desk becomes BPO and Managed Services, a shift from a horizontal to vertical BPO). New players are also entering the outsourcing market to capitalize on niche services (mobility, social media, analytics) and access new offshore destinations (Latin America, Eastern Europe, South East Asia).

We see the Enterprise Business Software asset being increasingly recognized as critical to successful execution of Transformational Outsourcing and Vertical BPO. As a result, Enterprise Software vendors are making acquisitions in the Services market with intent of establishing BPO and multi-Client Shared Services operations, while traditional Outsourcing Vendors acquiring specialized software asset (initially F&A, Procurement, Financial Business Software) to provide transformational capabilities in their core BPO services.

To execute a successful investment strategy, Private Equity Clients need to assess market dynamics and understand competitive forces, build accurate valuations (run rate, book of business, cost of delivery, Client portfolio), and adopt a cost-effective execution platform for the divested and restructured asset.

Altimus Partners helps Private Equity Clients identify, mark-to-market, and better evaluate investment opportunities in selected markets (financial services, outsourcing), integrate and restructure acquired assets, and increase the market valuation of the divested asset. We work with private equity and mid-size investment banks to identify investment opportunities and execute related investment strategies, implement  integration and operations restructuring, provision flexible, cost-effective execution platform, and provide interim CXO resources and CXO advisory services.