Portfolio Company Services

Driving Portfolio Success Through Strategy, Expertise, and Execution

As recognized experts in the private capital industry, we offer operating-partner quality portfolio company services for solving the unique challenges that private equity-owned portfolio companies face. We know you need the right mix of resources, technology, and expertise to make the investment successful for all stakeholders, and we combine one or more of our core practice areas to achieve exactly that for you.

What We Do

Portfolio Company Services

Strategy & Change

Capital Advisory

Operational Excellence

Growth

Strategy & Change

We understand the complexity involved in formulating an effective long-term strategic plan. We ensure the needs of all stakeholders are satisfied – including financial, risk, marketing, information technology, and human resources – while maintaining focus on organizational goals.

For mission-critical business projects, we lay out a strategic blueprint, address current business challenges, identify potential hurdles, and plot a course for where you want to go. SteelBridge helps you formulate a change strategy by:

Understanding the current environment, including what is working and what needs improvement
Identifying future expectations for where the firm wants to go
Translating the information gathered into a strategic blueprint for success

Capital Advisory

You’re ready to accelerate top-line growth by performing add-ons for your portfolio company. Our team of seasoned fundraisers can help with sourcing new funding – anything from bridge loans, sidecar or co-investment agreements or special round funding needed – by tapping into our vast network of investors, investment managers, high net worth individuals and company CEO’s.

Operational Excellence

Performing an independent portfolio company operational review will allow you to better understand how and where your portfolio company can improve. This review will allow you to service your portfolio companies and make hands-on adjustments that are essential to higher multiples and valuations after purchase.

We have experience working with our clients’ portfolio companies to identify and implement operational efficiencies and maximize investment value for the private equity fund in areas such as:

Business Operations – Assessing key business functions is critical to improving operations and putting strategies in place is required to implement meaningful change. SteelBridge can provide an impartial view of the heart of your portfolio company operations and help drive improvement to your bottom line through areas such as:
- Technology
- Procurement & Supply Chain Management
- Process Performance
- Risk & Compliance
- Finance & Accounting

Commercial strategy – Properly positioning a product or service in the market can have a significant impact on your portfolio company market share and profitability. SteelBridge can perform a thorough assessment of your portfolio company industry and put a strategy in place to optimize areas such as:
- Value Proposition & Pricing
- Partnerships
- Business Delivery Models

Sales and marketing – Identifying the right mix of sales and marketing tools to properly position your portfolio company in the marketplace. SteelBridge can help you maximize exposure across marketing distribution channels and help deliver more downstream customers looking at your portfolio company’s products and services in areas such as:
- Sales Channels
- Process & Deployment

Organizational effectiveness – Motivating employees across all levels of an organization to work towards common goals and objectives is challenging for many companies. SteelBridge can help define and align all elements of organizational design for your portfolio company in areas such as:
- People
- Processes
- Policies & Procedures

Growth

A Business Continuity Plan (BCP) is critical to identify exposure to internal and external risks, and is an effective method for disaster prevention and recovery. BCP in the private capital industry requires a multi-faceted approach to reduce operational and reputational risks. SteelBridge has worked with clients to prepare a full-scale BCP and understands the specific needs of the private capital industry.

Business Continuity Assessment

To help you build an appropriate BCP, SteelBridge employs a simple but business-tested methodology that includes:

Driving the planning and analysis with key stakeholders
Understanding industry-specific needs and developing a plan that meets those needs
Deploying the plan and training staff to adhere to the plan
Executing periodic testing of the plan

Reconciliation

Data accuracy and reporting transparency is paramount as regulations increase and the use of data spans multiple systems and locations. SteelBridge automates and puts processes and procedures in place to standardize workflow activities for superior data control. We implement reconciliation procedures and software products that are specific to each operating environment. Our knowledge of current regulatory requirements allows us to select and customize the right reconciliation software package for your business.

Four key principles we focus on when reconciling data are:

Segregation of Duties
Accuracy
Timeliness
Completeness

Form PF and Form ADV Consulting Services

Completing regulatory forms required by governmental agencies is a daunting task. At SteelBridge, we work with investment managers to implement the proper process, technology and controls needed to gather the required information efficiently. Our consulting experts augment your staff to reduce their burden in completing these forms so they can remain focused on daily business activities.

Opportunity Zone Funds: VIEW PDF

Let's Talk

SteelBridge provides white-glove service of a boutique firm but has global reach. We spend the majority of our time with our clients, but we also spend time in our own offices.

Pittsburgh - Investment Headquarters
2818 Smallman Street
Pittsburgh, PA 15222

Miami - Engineering Headquarters
7990 SW 117th Avenue
Suite 125
Miami, FL 33183