Drive Smarter Investments and Identify Strategic Initiatives for Sustainable Growth and Cost Optimization
Athena Consulting Partners partners with private equity firms to accelerate growth and scale businesses post-acquisition, positioning them for greater profitability in preparation for a future sale. Through our Strategic Finance and FP&A services, we’ve helped companies enhance cash flow predictability, cut annual expenses, increase market share, and deliver a range of other impactful results.
Strategic Finance Services for Private Equities
Budgeting
& Forecasting
Three-Statement Financial Modeling
Profitability Analysis
Variance Analysis
Working Capital Management
Scenario Planning
Cost Structure Optimization
Value Creation Opportunity Assessment
Analytics & Reporting
Portfolio Company Management
Performance Metrics Development
Capital Allocation Optimization
Drive Growth with Strategic FP&A Insights
We help private equity firms maximize portfolio performance with data-driven insights, strategic forecasting, and in-depth financial analysis. Our FP&A solutions provide the clarity needed to optimize cash flow, enhance operational efficiency, and drive sustainable growth across your investments. Whether you’re refining exit strategies, improving portfolio company budgeting, or increasing financial visibility, our tailored approach equips you with the intelligence to make confident, high-impact decisions in a competitive market.
Budgeting and Forecasting Services
We design and implement dynamic budgeting processes and rolling forecasts that enable private equity firms to proactively manage portfolio performance. By continuously analyzing financial data and adjusting projections in real time, we help firms enhance financial agility, optimize resource allocation, and drive strategic value creation across their investments.
Three-Statement Financial Modeling Services
Our three-statement financial modeling services provide private equity firms with a fully integrated view of income statements, balance sheets, and cash flow statements. This comprehensive, data-driven approach enables precise forecasting, liquidity optimization, and informed decision-making—empowering you to enhance portfolio value and drive strategic growth.
Variance Analysis Services
Our variance analysis service delivers in-depth reporting to identify key performance deviations across portfolio companies. By uncovering the root causes of variances, we equip private equity firms with actionable insights to enhance operational efficiency, control costs, and drive portfolio-wide value creation.
Profitability Analysis Services
Our profitability analysis assesses product, service, and customer-level performance across your portfolio to pinpoint areas of strength and opportunities for improvement. By identifying high-margin opportunities and inefficiencies, we empower private equity firms to make data-driven decisions that drive sustainable margin growth and maximize portfolio profitability.
Working Capital Management Services
Our working capital management services optimize cash flow across portfolio companies by efficiently managing receivables, payables, and inventory. By streamlining these critical areas, we help private equity firms maintain liquidity, minimize financial risk, and enhance operational efficiency for stronger portfolio performance.
Unlock Value with Expert Strategic Finance Solutions
Our strategic finance solutions empower private equity firms to optimize financial performance and strengthen operations in preparation for successful mergers and acquisitions. We provide critical insights and strategies to enhance portfolio valuations, streamline processes, and ensure a smooth, profitable transition during M&A activities.
Previous Projects -
Conducted a $100M valuation for a SaaS company, positioning them for a successful funding round.
Developed a revenue growth strategy for a healthcare firm, resulting in a 15% increase in market share within just one year
Created a scenario planning tool for a green energy fund, empowering proactive investment decisions across various market conditions
Scenario Planning Services
Our scenario planning services equip private equity firms to navigate uncertainty with well-crafted, resilient contingency strategies.
Cost Structure Optimization Services
Cost structure optimization enhances efficiency through activity-based costing and strategic expense management.
Value Creation Opportunity Assessment
Our Value Creation Opportunity Assessment identifies and prioritizes high-impact cost-saving and efficiency improvement opportunities.
Valuation Services
Valuation services provide expert financial modeling and asset valuation for transactions, fundraising, and strategic internal planning.
Optimizing Portfolio Company Performance for Private Equity Success
Athena's portfolio company management services are designed to drive value and enhance performance for private equity firms. We provide hands-on support in optimizing operations, improving financial outcomes, and accelerating growth across your portfolio companies. With our expertise, you can unlock hidden potential, maximize ROI, and position your investments for long-term success.
Maximized returns on investments
Standardized Reporting & KPI Monitoring
Identify opportunities for expansion & efficiency
Improve operational transparency & investor reporting
Unlock Portfolio Value with Advanced Business Analytics and Reporting Services for Data-Driven Decision Making
Our business analytics and reporting services deliver actionable insights to optimize portfolio performance and uncover growth opportunities. By streamlining reporting processes and providing real-time analysis, we enable private equity firms to enhance operational efficiency, allocate resources effectively, and stay ahead of market trends to maximize investment value.
Previous Client Work -
Freed up 25% of a global retailer's FP&A team's time for higher-value tasks by automating financial reports and enhancing accuracy
Reduced time spent creating reports for a logistics company by 30% by creating a KPI dashboard and streamlining their systems.
Empowered executives with enhanced decision-making capabilities by developing tailored business intelligence dashboards for a professional services firm.
Reporting Automation Services
Optimizing reporting processes with advanced tools and systems for greater efficiency and accuracy.
Dashboard Creation Services
We design custom dashboards that deliver real-time insights into both financial and operational performance, driving informed decision-making.
Ad Hoc Analysis
Customized analyses designed to tackle your unique business questions and challenges with precision and clarity.
Performance Metrics Development
Establishing and monitoring KPIs that are closely aligned with your strategic objectives to drive measurable success.
Reporting Dashboard Examples
Take a look at some of our favorite client success stories
A healthcare firm struggled to stop a stagnant revenue stream and achieve a larger market share. Our team helped them design a new revenue growth strategy that increased their market share 15% in just one year.
A retail chain wanted to improve its financial strategy and organization in hopes of achieving higher profit margins. Our team conducted a variance analysis and identified cost-saving opportunities that reduced expenses by $2M annually.
A mid-sized manufacturing firm had no way of predicting cash flow and managing its funds effectively. Our team developed a rolling forecast model that improved their cash flow predictability by 20%
A global textile manufacturer was struggling with a complicated financial organization system that backlogged approvals. Our team designed an FP&A framework that streamlined their budget approval timeline by 25%
Let’s explore how our strategic finance and FP&A services can drive value creation and deliver the results your portfolio companies need.
