Examination of operational process capability and gap closure requirements

SITUATION

A private equity group required analysis for a first phase investment in an independent commercial vendor financing firm. Subsequent to a successful execution, they needed an updated market analysis and a comprehensive operational review prior to making a second phase of investment.

SOLUTION

The Alta Group supported the private equity group with an updated market trend analysis and competitive overview, including the impact of the pandemic. Subsequently, Alta reviewed credit, IT and other critical process capabilities with recommendations for improvement and examined overall organizational strengths and weaknesses.