Sectors

Private Equity

In the increasingly complex landscape of private equity, generating lasting value has evolved beyond traditional financial strategies.​ As market dynamics intensify, private equity managers are compelled to prioritize operational excellence as a key driver of returns.

Zanders partners with firms to strategically elevate this process, refining treasury functions, optimizing risk management, and integrating cutting-edge technologies.

By doing so, Zanders not only enhances free cash flow and bolsters enterprise value but also positions firms for superior returns on investment, ensuring that financial strategies are not just aligned but actively advancing broader business goals.

Our holistic approach drives significant value creation within portfolio companies by implementing top-tier financial management strategies and advanced technologies.

We focus on automating, centralizing, and optimizing financial operations, thereby reducing risk and enhancing efficiency.

Zanders’ value proposition is built on our ability to translate operational improvements into fund-level returns.

By expanding best practices across the portfolio, we help achieve superior financial performance at both the company and fund levels.

Our tailored solutions ensure that treasury and finance functions are not only efficient but also strategically aligned with the broader investment goals.

Driving Financial Performance in Private Markets

In a sector impacted by economic uncertainty, challenging debt markets and slowdown in M&A, optimizing liquidity and risk has never been more critical.

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Solutions for Private Equity​

Comprehensive Value Creation

By streamlining finance operations, improving cash & liquidity management, and implementing advanced technologies, we provide the foundation for effective decision-making and strategic growth. ​Our approach ensures that portfolio companies are well-positioned to capitalize on opportunities, mitigate financial and operational risks, and achieve their full potential.​

Our Value-Oriented Focus​


Streamlining Treasury and Finance​

  • Agile Operational Structures: Creating flexible frameworks that adapt swiftly to market changes.​​
  • Cost Optimization: Streamlining treasury processes to cut costs and boost productivity.​
  • ​Enhanced Risk Management: Implementing robust controls to ensure financial and operational stability

Supporting Value Creation​

  • Involvement in Financial Planning: Integrating treasury in financial planning ensures capital allocation and risk management align with strategic priorities.​
  • ​Real-Time Insights: Providing accurate, real-time insights into cash positions and financial performance enables informed decision-making.​
  • Facilitating M&A Activities: Treasury’s role in M&A strategies ensures acquisitions are backed by solid financial planning, risk assessment, and integration.

Maximizing Financial Performance​

  • Enhancing Cash Flow: Effective management of cash and liquidity boosts free cash flow and reduces financing costs.​
  • ​Risk Management: Protecting earnings and cash flow from financial risks like foreign exchange, interest rates, and counterparties enhances financial stability.​
  • ​Working Capital Management: Improving the cash conversion cycle through better O2C and P2P processes releases trapped cash, increasing efficiency and financial health.​

Unlocking Treasury and Finance Value Throughout the PE investment lifecycle​

At Zanders Private Equity Practice, we unlock value throughout the PE lifecycle by optimizing treasury and finance operations. Our comprehensive services cover every phase from investment to exit, ensuring financial efficiency, risk mitigation, and strategic alignment to maximize investment returns.

  • In the investment phase, we provide thorough treasury due diligence, analyzing financial, operational, and technology risks. Our quick benchmarking assessments and carve-out preparations lay a strong foundation for informed decision-making and seamless transitions.
  • During the build phase, we offer transaction and integration support, including interim resourcing, FX/IR hedging, debt advisory, a 100-day treasury roadmap, and carve-out execution. This ensures smooth operations and effective integration, driving business growth and stability.
  • For value creation, we focus on optimizing cash and liquidity, implementing advanced technology, enhancing risk management, and streamlining business processes.
  • Our support extends to M&A integration and divestments, ensuring continuous value enhancement.
  • As businesses prepare for exit, our services include due diligence support, readiness for IPOs, strategic sales, sponsor-to-sponsor exits, and detailed carve-out preparations. This comprehensive approach ensures businesses are well-positioned for successful exits, maximizing value extraction and returns for investors.

Our work

Case Studies​

By examining real-world scenarios and outcomes, we uncover the practical approaches and solutions employed to safeguard assets and optimize liquidity. These insights provide valuable lessons for other firms striving to enhance their financial resilience and strategic positioning.

Treasury Transformation for a Leading International Education Group​

A leading international education group headquartered in the U.K., backed by a global private equity firm, operates 80+ schools across 33 countries. The group is transitioning from a collection of schools to a unified education platform, necessitating a comprehensive treasury transformation. Zanders was chosen to lead this project, leveraging its expertise in financial optimization and technology integration


Treasury Transformation for a Global Mobility Company​

A rapidly expanding European mobility company, operating in over 45 countries and backed by a global private equity firm, faced significant treasury challenges due to its diverse service offerings and rapid growth. To address these challenges, Zanders was engaged to implement a comprehensive treasury management solution that would enhance efficiency, improve cash visibility, and support strategic decision-making.​


FX Risk Management for a Leading Logistics and Maritime Group​

A leading logistics and maritime group headquartered in Europe, operating one of the largest port-infrastructure networks globally, manages 34 seaports and 5 inland terminals. The company handles over 70 million tons of goods annually across various sectors, including agricultural bulk goods, fossil fuels, metals, and more. Given its vast international operations, the group faced considerable FX risks that required effective management to ensure financial stability and operational efficiency. Zanders was chosen to advise on the financial risk of their FX exposure.​


T​reasury Transformation for a Leading Specialty Chemicals JV​

A leading global specialty chemicals company headquartered in Germany, backed by a major private equity firm, faced significant treasury challenges due to the complexity of disentangling one of their divisions. To address these challenges, Zanders was engaged to implement a comprehensive treasury management solution that would enhance efficiency, improve cash visibility, and support strategic decision-making. Zanders was chosen for their specialist expertise in complex treasury system transformations and their proven track record with both involved companies.

Fintegral

is now part of Zanders

In a continued effort to ensure we offer our customers the very best in knowledge and skills, Zanders has acquired Fintegral.

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RiskQuest

is now part of Zanders

In a continued effort to ensure we offer our customers the very best in knowledge and skills, Zanders has acquired RiskQuest.

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Optimum Prime

is now part of Zanders

In a continued effort to ensure we offer our customers the very best in knowledge and skills, Zanders has acquired Optimum Prime.

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