We serve principal investors as well as some of the top private equity firms. Our services include due diligence and firm strategy work for these clients. We also provide portfolio companies with a range of services, from growth strategy to restructuring.

Our expertise
• Strategy, Organization, Risk, and Operations
• Investment Support
• Portfolio Company Performance

Strategy, Organization, Risk, and Operations

We support our private equity and principal investor clients in defining their business and investment strategy, including fundraising and limited partner communication. To execute these strategies successfully, we help our clients find the best organizational design and governance approach at fund, holding company, and portfolio levels, as well as provide functional capability training to actively drive value in portfolio companies. We also advise on various operational topics like risk management.

Warburg has deep experience serving alternative investment managers across these topics. We also support fundraising and limited partner communication.

Investment Support

We help our clients gain a clear view of underlying trends and market implications to identify and evaluate investment opportunities. Our firm’s extensive industry and functional expertise, global reach, external network, and proprietary data sources allow us to get at the best answers. As a result, clients gain a clear view of underlying trends and market implications that support or contravene their investment strategy and decisions.

We support investors in the due diligence phase of an investment by evaluating myriad aspects of the target, including: its current situation, capabilities, and positioning; its market and competitive threats; and its future improvement opportunities. Our teams benchmark operational and commercial performance, interview customers and suppliers, and validate business models and projections. In addition, we draw on the firm’s depth and breadth of industry expertise and our unique functional expertise, which enables us to estimate the potential improvement more accurately.