We’re with you - every step of the journey
We support Private Equity clients with Digital Due Diligence to assess risk and opportunities in target investments, and we assist portfolio companies to digitise, transform and innovate to exceed their strategic objectives and value creation potential.
Creating value for PE and portfolio companies.
Pre-deal Digital Due Diligence
We created our Digital Due Diligence service to arm our PE clients with insight, expertise and guidance so they can invest with confidence. We discovered that while digitisation is now an essential part of value creation, the investors behind our client companies felt ill-equipped to evaluate opportunities, question management teams and validate IMs through a technology lens. With twenty years’ experience of digitally transforming leading companies, we designed our unique service to satisfy this unmet need and give our PE clients the intelligence and insight to make confident investment decisions. Typical duration: 3-4 weeks.Learn More
Post-deal Digital Assessment
If a deal has accelerated quickly but you still have questions about the tech stack and team capabilities, or need more certainty about the digital ambitions and opportunities in your latest portfolio company - we bring the rigour and strategic thinking behind our digital due diligence assignments into our post-deal Digital Assessments. This service provides you with more insight and certainty about where the business is at from a digital perspective.
Digital Strategies to support VCPs
We work with PE houses and portfolio management teams to create transformational Digital Strategies as part of wider Value Creation Plans. We have a two-phase approach: the initial 'Assess' stage evaluates your current digital maturity, capabilities and initiatives as well as helps our expert team understand exactly where you want to be. In the 'Create' phase that follows, we build an actionable and costed 24-36 month Digital Strategy. Equator can also assist in the delivery when required.
Equator has delivered digital transformation projects for PE-backed businesses over the last 20 years. Your portfolio companies may have stretched management and operational teams that need to be up-skilled and the pace of change ramped-up. Our 180+ digital experts and best-practice development processes support you from the get-go to create integrated transformation throughout an organisation. We align operational effectiveness with customer experiences across the full customer lifecycle.
Pre-sale Vendor Due Diligence
With digital routes to market, digital innovation and digitisation potential now featuring on more and more investor memorandums, we provide pre-sale vendor Due Diligence to support your exit process. Typically, we will assess digital marketing effectiveness, digital team capabilities, tech stack architecture and infrastructure as well as cybersecurity and Data Protection - ensuring that the digital estate is in good order for your prospective buyers.
Maximise value creation and growth across your portfolio companies.
Meeting portfolio business challenges
Understanding your digital opportunities.
The first step in most digital transformation programmes is to understand precisely where the portfolio business is today – what products and proposition look like, how they fit together and what the current digital tools consist of. We’ll establish what your customers think and need and where their (and your) pain points are across the various journeys and touch-points.
Strategy & Consulting
Creating transformational digital strategies
Having a clear digital strategy and roadmap written down tends to energise an organisation, fosters a culture of change, and creates a framework against which to evaluate investment of effort. It should be a living piece that supports your Value Creation Plan and reacts to business priorities (and pace) to help shape the future team make-up and capabilities.
Ramping up digital delivery and capability
Determining the barriers to transformation, developing strategies to solve them, delivering solutions for evolved operational and sales performance. Websites, apps, SaaS solutions, reporting and automation. Our digital experts and delivery teams are here to help portfolio businesses ramp-up the delivery of digital programmes, initiatives and tools.
Accelerating sales growth
We help portfolio companies to sell more products, to more people by building effective marketing campaigns and simplifying the buying experience. We use data-rich insights to plan, create and execute activity across all digital channels that deliver the most effective, integrated marketing campaigns. Create new value by expanding sales channels, open up new geographies, and out-pace the competition.
Self-serve, Ai and Automation
Reducing cost-to-serve and releasing margin
When ‘sales aren’t the problem’ digitisation is often the key to better efficiency and lower cost to serve. We build connected solutions that increase customer self-service which deflects traditional phone calls and associated costs (as well as increasing customer satisfaction). Working closely with portfolio management teams, we digitise key customer touchpoints and embed quality and consistency throughout, minimising any impact on 'business as usual' activities.
Increasing customer value and lowering churn
With the right digital platforms and user experience in place, EBITA can multiply through increasing your share of wallet. Over the last 20 years we have built a tried-and-tested process that means we will build the right platforms and deliver the right message so that, together, we can shift audience behaviour, cross-sell, up-sell, create post-sale journeys and positively impact renewals and retention.
We support PE-backed portfolio businesses with digital transformation services. From simple website upgrades to digitising entire business processes. Our approach helps increase sales, cut costs and leverage untapped value.
Shift to e-commerce, lower costs and increased share of wallet.
Limerston Capital - Tili
We reimagined our client's business - turning a point of pain into a positive opportunity. Today, Tili is a digital platform on which 20,000 people manage their home moves proactively every month with over 80% platform engagement and 1 in 5 users buying more than one product.
Over nearly fifteen years we’ve been consistently proactive and imaginative in our contribution to the growing business, addressing challenges and exploiting opportunities.Learn More
Pollen Street Capital and BC Partners
Applying our full-service offering, we helped define a unique position and personality for this small, specialist independent bank, transforming the brand and its communications strategy.Learn More
We’ve worked with stylish hotel brand Malmaison for over seven years, using integration to combat the rise of online travel agents and building a website that genuinely reflects the brand.Learn More
Digital Due Diligence
We carried out a Digital Due Diligence on a New York based tech company for partners at EMK Capital. Diligence was carried out with remote systems access, video interviews and desk research.
Digitising healthcare logistics
Removing friction, reducing cost, resolving data limitations and facilitating entry into adjacent sectors and accessing more of the ‘customer purse’.
Digital Transformation in HR
Replacing legacy systems with a fit-for-purpose ‘Workflow Engine’ and future-proofed platforms for an outsourced HR business based in the UK.
A private viewing for Equator
We reviewed a specialist fine art platform for our NYC-based client, creating value and minimising risk for both users and administrators.Learn more
What we think.
Private Equity Healthcare
Healthcare industry digital wellness report 20/21
With an ageing population, pandemic-weary societies, exponential growth in health & wellbeing spend and an explosion of health data, it’s little wonder that healthcare is a key trend in private equity deal origination.Download Report
Q4 Newsletter 2020
5 key PE Industry themes and predictions for 2021
The last quarter saw new digital due diligence assignments, on-going and new large-scale digital transformation projects and our busiest quarter for strategic consultancy engagements. The most active sectors were Healthcare, Financial Services and B2B service providers.Learn more
Private Equity Webinar - August 20, 2020
Are you, your target companies and portfolio businesses ready to take on tomorrow?
We discuss emerging themes pre-deal, post-deal and as companies get ready for exit. Hosted by Chris Gauld, digital transformation strategy advisor and award-winning entrepreneur helping high growth PE-backed businesses achieve scale and deliver diversification and digitisation.Watch Now
Published in Private Equity Wire, March 2021
Readying healthcare businesses for value creation
Our Director, Chris Gauld, looks at some of the recent healthcare deal trends this year.Learn more
Clients in the PE sector.
As well as supporting global brands, Equator has significant strength and a solid track-record in the Private Equity arena. Here is just a sample of the houses and portfolio businesses we have worked with.