E168: Private Equity Portfolio Ops from Accenture and Deloitte
Wall Street Oasis
Wall Street Oasis
4.9 • 534 Ratings
🗓️ 24 June 2021
⏱️ 29 minutes
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| 0:00.0 | Hello and welcome. |
| 0:07.7 | I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. |
| 0:13.8 | Join me as I talk to some of the community's most successful and inspirational members |
| 0:17.7 | to gain valuable insight into different career paths and life in general. |
| 0:21.9 | Let's get to it. |
| 0:25.1 | In this episode, Grand Chairs his path from the Strategy Group at Accenture to Eminemps strategy at |
| 0:30.8 | Deloitte and how he positioned himself to work with private equity clients. |
| 0:34.9 | We learn what he does day to day and how his responsibilities have |
| 0:37.8 | shifted now that he is working within a private equity fund to help their portfolio companies |
| 0:42.4 | drive growth. Enjoy. And welcome to the Wall Street Oasis podcast. Awesome. Hey, Patrick. Very nice to And you too. How are you doing? Great. So I'd love it if you could just give the listeners a short summary of your bio. Yeah, absolutely. So Daniel, I'm currently an associate at a middle market, lower middle market private equity firm on the portfolio support team. My role is really driving all things post-deal |
| 1:12.1 | for our portfolio companies. So, you know, starts a portfolio company onboarding, getting our |
| 1:16.3 | reporting package, set up, aligning on key KPIs and metrics on how we're going to measure |
| 1:21.0 | the business as we grow it. In addition to that, support a variety of growth strategy and |
| 1:26.0 | operational improvement engagements |
| 1:32.9 | across our buyout fund, our middle market fund, excuse me, our buyout fund, our growth equity fund as well as our small cap fund. And prior to that, spent two years at a big four consulting |
| 1:38.6 | firm and then prior to that was at another top five, top seven strategy consulting firm, |
| 1:46.6 | both times supporting financial sponsors as well as strategic investors on a variety of engagements, everything from, you know, |
| 1:51.1 | commercial investment due diligence to growth strategy, international expansion, to operational |
| 1:56.7 | to operational improvement, cost takeout, as well as PMO engagements. |
| 2:00.0 | Very cool. I'm excited about this one because we've had a lot of guests that are, you know, in private |
| 2:05.2 | equity on the actual investment side, but not so many guests on the actual strategy slash |
| 2:10.1 | kind of portfolio support side or operation side. |
... |
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