How to Create a Report in Tableau

What Is Tableau and What Is a Tableau Report? First founded in 2003, Tableau is a tool for data visualization and analytics that is primarily…

Sample Due Diligence Checklist: Are You Data Room Ready?

Roughly half of all M&A deals that enter the formal due diligence process never reach a final transaction. Though numerous factors can kill a deal,…

Using an Analysis Model to Increase Pricing Visibility and Become EBITDA Positive

Shining light on discount and promotional spending turned this company to a profit.

Unemployment and Private Equity: Debunking the Myth

Private equity has a public reputation for “bleeding companies dry,” but our research shows in the middle market PE often improves businesses.

Creating Bandwidth and Saving Cost by Switching to a Virtual IT Department

The switch to a virtual IT team is quickly becoming best practice in the minds of many PE-backed CFOs.

PE During the Pandemic: Surprising Growth in 2H 2020

Private equity deals came back strong after the first phase of the pandemic passed.

Your Data Is a Hairball: How to Untangle It With an Integrated Process Strategy

To gain visibility into the business and leverage investments a CFO needs to manage application sprawl with a thoughtful integration strategy.

SURVEY: Nearly Half of PE-Backed CFOs Cite ‘Data Fragmentation’ as Top Challenge

Private equity-backed CFOs who lack an accurate fact base struggle to provide the deep management information required to drive top-quartile returns. Test edit. While establishing…

Maximize the Utility of KPIs

Finance chiefs play a crucial role in ensuring KPIs are both reliable and impactful.

SURVEY: 94% of PE Professionals Believe ‘Delivery of Management Information’ Key to Portfolio Company CFO Impact

PE’s operating pace and change-oriented formula for value creation often leads to a barrage of quick decisions for portfolio company management teams.