Private Equity (PE)

The U.S. Private Equity (PE) industry has evolved into one of the most influential sectors in the global financial market.

Over the years, the industry has diversified, with firms targeting various sectors, from technology and healthcare to real estate and energy.

Fueled by institutional investors, such as pension funds, endowments, and sovereign wealth funds, PE firms manage trillion dollars in assets.

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CFPMs to Understand PE

To understand operations of a PE business we designed six best practice Cross-Functional Process Maps (CFPM) .

  1. Deal Sourcing and Initial Screening
  2. Preliminary Due Diligence
  3. In-Dept Due Diligence
  4. Investment Committee Review
  5. Deal Structuring and Negotiations
  6. Closing and Post-Investment
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