For Private Equity Funds
Helping portfolio companies deliver strategic finance, operational execution, and value creation.
The Challenge: Aligning Strategy and Execution:
Portfolio companies often face a critical gap: aligning strategic goals, financial management, and operational execution to meet private equity expectations.
Simultaneously, fund management teams often lack on-the-ground support partners who can help bridge this gap practically — driving financial readiness, operational delivery, and transaction execution across the investment lifecycle.
How NS Advisory supports Private Equity
I work alongside private equity investors and portfolio companies to bridge strategic finance, operational delivery, and transaction readiness.
Having sat on both sides of the table — as an investor executing growth and exit strategies, and as an operator navigating the practical realities of scaling businesses — I bring a dual lens to execution support.
My role is not just advisory: it is hands-on, execution-focused, and aligned to driving financial discipline, operational progress, and value realization across the investment lifecycle.
Focus Areas
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Building monthly reporting frameworks aligned to PE requirements (KPI dashboards, board packs, covenant reporting).
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Supporting management teams in preparing for bolt-on acquisitions, debt refinancings, shareholder restructures, and exit readiness.
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Developing dynamic financial models and scenario tools for strategic decision-making, lender engagement, and covenant management.
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Enhancing operational governance, financial visibility, and capital efficiency across the portfolio.
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Driving transaction preparation processes, including financial due diligence, data room preparation, and stakeholder coordination.