Portco CFOs Key to Successful Roll-Up Strategies

M&A-oriented growth strategies produce uneven results – but a strong CFO can help guide the way.

M&A is a common strategy across all PE-backed sectors – but predictability is a challenge.

"Recently, the realization that ‘roll-up strategies’ have failed or struggled to reach expected valuations when they come to market,” explained Christian Davis, an associate partner at JMAN Group, a Baird Capital-backed data consultancy focused on private equity portfolio companies’ value creation strategies. "[This is] because inconsistent data assets highlight a lack of integration and an inability to determine a clear equity story."