Private Equity
Fuel Investment Growth with AI-Driven, Data-Backed Execution
Value creation in private equity demands adaptability, AI -powered insights, and speed.
.png&w=1920&q=75)
Your Industry Experts, Committed to Shared Success
Today’s private equity firms face elevated pressure to deliver value. Across healthcare, software, insurance, or consumer & industrial products, we pair industry expertise with AI-driven insights to unlock results. From AI-augmented due diligence to operational improvements, we tailor solutions to your investment thesis. We share the risk, align on outcomes, and prioritize high ROI in an ever-changing market. We’re more than consultants—we’re partners in your success.
.png&w=1920&q=75)
Turning Middle-Market Challenges into Investment Wins
When the stakes are high, we’re right there with you. From conducting complicated carveouts to executing value creation plans, our AI-powered, data-driven focus and adaptable approach ensure we deliver what your investments need, no matter the challenge or timeframe. By combining AI, industry, and technology expertise, we can help you achieve growth and profitability across your portfolio.
Harnessing AI to Unlock New Levels of Value Creation
When the stakes are high, AI gives you the edge. We combine deep industry expertise with advanced AI to uncover hidden value, sharpen due diligence, and drive operational efficiency. Together, we’ll optimize performance and accelerate growth across your portfolio—delivering results that stand up to any challenge.
How we can help
Due Diligence
Our AI-enhanced due diligence goes deeper. We leverage machine learning to assess operational readiness, IT scalability, cybersecurity risks, and more to align with your investment goals. From technology to compliance to operations, we uncover value opportunities that typical diligence can miss—paving the way for growth post-close.
Value Creation
No handoffs, just results. The same team that guided your transaction gets to work post-close. We hit the ground running to maximize ROI with AI-powered analytics and operational improvements aligned to your strategy.
Cybersecurity Advisory for Private Equity (CAPE)
Our custom program delivers rapid, actionable insights to assess and improve cybersecurity across your portfolio. Leveraging AI for threat detection and resilience to safeguard your investments.
Data Engineering & Analytics
Born in tech, we combine an unparalleled multi-disciplinary team of sub-vertical industry expertise, business process, organizational change, and advanced AI-driven data engineering and data science to create EBITDA lift for PE firms and their PortCos.
Carveouts & Divestitures
Our award-winning carveout teams have executed over 1,000 divestitures, bringing deep expertise, precision, and speed to complex transactions. Using AI to optimize planning and execution, we minimize risks and maximize value, ensuring a smooth transition and setting you up for long-term success.
Merger Integration
Our post-merger integration experts move quickly to unite teams, bridge operational and technology gaps, and capture synergies. Leveraging AI to streamline processes and align teams, we help you navigate the complexities of integration and deliver value—fast.
Mastering Software Success
Private equity firms turn to us because we understand software inside and out. As deep technology, product, and AI experts, we know exactly how to help you diligence, scale, and optimize software businesses through AI-powered automation, analytics, and innovation.
Clean Energy Investment
Clean energy is booming, and the opportunities are too big to ignore. As experts in renewable energy, grid modernization, and emerging tech, we help private equity firms capture ROI in clean energy investments with AI-powered forecasting and optimization.
Transformation in action
Uncovering $8.5M in Digital Growth for a PE-Backed Residential Services Firm
A private equity firm needed to gain an edge in a competitive bidding process. Traditional diligence wouldn’t be enough. With our proprietary data science tools, they accelerated analysis and fed defensible financials directly into the bid, winning them the acquisition and setting them up for future success.
Read The Full Story
Diligence uncovers $50M EBITDA growth opportunity
A leading distributor of lubricants, fuel, and diesel exhaust fluid needed to demonstrate the financial impact of its performance initiatives ahead of a potential sale. West Monroe applied M&A expertise and analytics tools like Alteryx to evaluate over 10 initiatives.
Read the full story
$100M annual savings through digital transformation
Our private equity client sought to boost EBITDA by identifying new efficiencies across their portfolio. West Monroe helped streamline procurement, standardize sourcing, and enhance supply chain management. The result: $100 million in annual cost reductions and up to 30% category savings.
Read the full story
Generative AI uncovers 30% productivity potential
A private equity client, interested in acquiring a European industrial products company, sought insight into generative AI’s potential to drive value. Tasked with evaluating this emerging technology’s impact, they turned to West Monroe, already a trusted partner for operational diligence and portfolio improvement.
Read The Full Story
