Private Equity

Our Private Equity solutions are designed to help firms unlock value at every stage of the investment lifecycle. From deal sourcing and due diligence to portfolio management and exit strategies, we provide insights and tools that drive informed decisions and maximize returns.

Private equity firms are under constant pressure to accelerate value creation across their portfolio companies—often within tight investment horizons and with high expectations for EBITDA growth. Yet, cost inefficiencies, siloed operations, and under-optimized spend frequently remain hidden across diverse portfolios. Spend Tactics partners with private equity firms to uncover and execute margin improvement opportunities across Procurement, Real Estate, Workforce, and Technology—the four spend levers that most impact operating performance. We work across pre-acquisition due diligence, post-close integration, and value creation phases to deliver structured cost reduction, vendor consolidation, shared services opportunities, and procurement transformation. Whether it’s a carve-out needing standalone procurement, a roll-up play requiring supplier integration, or a mature asset preparing for exit, Spend Tactics provides hands-on execution support and measurable cost savings. Our sector-specific playbooks and speed-to-impact approach make us a high-leverage partner for operating teams and PE sponsors focused on driving faster returns and building leaner, more scalable portfolio companies.

Industry Overview

Focused on rapid margin expansion across diverse portfolio companies via operational improvements and synergies.

Common Challenges

Siloed procurement per portfolio company
Missed synergy and volume discounts
Poor post-close procurement maturity
No spend governance framework

Spend Tactics Value Add

Rapid 100-day cost takeout plans
Portfolio-wide sourcing programs
Playbooks for procurement improvement
Visibility into unmanaged spend and supplier risk

Savings Potential

15–25%

SG&A savings across indirect categories

8–12%

EBITDA uplift through centralized sourcing

10–20%

Synergy capture from contract harmonization

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