MorganFranklin Consulting

From our team to yours, Happy Diwali! Wishing you joy, prosperity, and new beginnings. We hope you and your loved ones have a safe and joyous Diwali!

Historically, private equity investors have overlooked IT due diligence, focusing instead on financial metrics and market positioning.    Our latest article highlights three major changes that have deepened the need for investors to undergo IT due diligence to drive deal value, including:    -Increased reliance on cloud infrastructure, distributed systems and containerization  -The rise of artificial intelligence  -Increased cybersecurity risks and new regulatory standards    Check out the full article here: https://lnkd.in/etmHFDJW.    #privateequity | #portfoliomanagement | #duediligence 

We're proud to sponsor BlackLine's Beyond the Black conference in Orlando, FL! Don’t miss the opportunity to connect with our experts and explore how we can help transform your finance and accounting functions. #BTB24 Jerrad Hall, Thomas Roland, Jimena Santana, Jenny L., Margaret Stewart, Sean Bonadeo (Hanley) … Learn more about our finance transformation capabilities: https://lnkd.in/e_8QeCZ8

An optimized target operating model is the key to navigating today’s complex business landscape. It serves as a strategic roadmap for achieving your company’s vision amidst challenges like M&A, digital disruption, and legacy technology. Learn how our experts utilize our multi-dimensional approach that focuses on people, processes, governance, data, service delivery, and technology: https://lnkd.in/eGFkSiwU

Does your organization have a complex lead-to-cash process? Review our recent blog, Four Ways to Optimize Your Lead-to-Cash Process, to identify four essential strategies to simplify your workflows and stay competitive. Read the blog here: https://lnkd.in/es6PbiXA. Connect with our team today to customize a solution best suited to your business goals. #leadtocash | #sales | #finance

After an amazing 2 days at Private Equity International's Operating Partners Forum in New York, here are 3 takeaways our leaders shared for PE firms to consider in the coming months: ✅ Continued shift from cost reduction to revenue focus: As investors continue to place higher value on sustained revenue growth, operating partners are focusing more of their time on commercial excellence and key enablers like attracting strong talent, improving their strategy around their products and services, integrating the right ERP and CRM platforms, as well as harnessing and organizing their data.    ✅ Bifurcated perceptions on AI/ML: Large PE funds are all in and seeing the value by reimagining operating models and broader operations, especially for revenue-impacting functions like sales, marketing and finance. However, small and middle-market funds are focusing more on identifying the appropriate process-specific use case for their company, then preparing the underlying infrastructure and data to successfully implement and maximize the benefit of AI/ML.   ✅ Cautious optimism on deals and exits: PE funds across all sizes were focused on exit readiness while also seeing a modest increase in due diligence activity for new platform deals and carveouts. For a successful exit readiness process, OPs are focused on ensuring that the major risks like unclear GTM strategy, ineffective reporting or poor IT/cyber infrastructure are addressed, especially if they are selling to other sponsors. For new platforms and carveouts, these investors are more focused on conducting commercial and IT/product diligence given the importance of these areas for future value creation activities given the deal environment over the last two years. #PrivateEquity | #OPNY24 | #AI | #ML | #ArtificialIntelligence | #MachineLearning | #ExitReadiness | #ValueCreation | #ERP | #CRM

Join us for an exclusive webinar where experts dive into evolving strategies for private equity (PE) exit readiness. Whether you're looking to navigate the complexities of a successful exit or seeking to maximize value, this session is tailored for you! 📅 Date: November 7, 2024 🕒 Time: 11:30am EST 💻 Register Here: https://lnkd.in/eVuZBNrP Learn about key strategies to ensure your company is positioned for success, including financial readiness, operational improvements, and market timing insights. Don't miss out on this opportunity to elevate your exit strategy! #PrivateEquity #ExitReadiness #PEExit #Webinar #MorganFranklin #MFC

We had a great time hosting a curated reception and dinner event featuring Michael Breed following Private Equity International's Operating Partners Forum. It was a pleasure connecting with private equity investment and operating partners to discuss key challenges, opportunities, and goals in today’s dynamic market. Thank you to everyone who joined us for this intimate gathering—we truly enjoyed the thoughtful conversations and insights shared throughout the evening. Looking forward to continuing these valuable connections and discussions as we work together to drive meaningful results across the private equity landscape. #PrivateEquity | #PEI | #ValueCreation | #OPNY24 ........ Jawad Hussain, Sandra Biasillo, Howard Gutman, Tim Keefe, Monica Foster, Aleeza Asghar, Jessica Kashyap, Chris Mann, Ron Morgan, Andrew Moses, Gwendolyn Zorc, Michael Breed

In October 2023, California signed the following climate disclosure bills into law: -SB-253, Climate Corporate Data Accountability Act -SB-261, Greenhouse Gases: Climate-Related Financial Risks -AB-1305, Voluntary Carbon Market Disclosures With compliance deadlines quickly approaching, it’s important to understand the required reporting obligations and the penalties associated for not meeting them. Here’s everything you need to know: https://lnkd.in/dWre96qE #esg | #climatedisclosure | #corporateaccountability | #californiaregulations

A big thank you to everyone who attended our panel at Private Equity International's Operating Partners Forum in New York! We had a fantastic time discussing "The Role of Commercial Excellence and Tech Enablement to Drive Top-Line Growth" and sharing insights on how PE firms and portfolio companies can enhance agility, competitiveness, and profitability to achieve sustainable growth. Special thanks to our distinguished panelists—Eric Gordon of MidOcean Partners, Samiksha Gupta of Mubadala Performance Partners, Mark Abatto of Gryphon Investors, and H. Kush Tulsidas of One Rock Capital Partners, LLC—for their invaluable perspectives. We truly enjoyed connecting with so many of you and look forward to continuing the conversation on driving top-line success. #OPNY24 | #PrivateEquity | #CommercialExcellence | #TopLineGrowth