8020
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Private Equity Consulting Services

Operational Finance Expertise
for Private Equity

Private equity value creation requires more than strategy; it demands precise execution across finance, accounting, systems, and leadership. 8020 Consulting partners with private equity sponsors and portfolio companies to move faster, scale smarter, and unlock value from diligence through exit.

TRUSTED BY INDUSTRY LEADERS

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Catalyzing Growth Across Private Equity Portfolios

From carve-outs and bolt-ons to recapitalizations and exits, 8020 consultants embed directly with portfolio leadership to execute the investment thesis. We provide hands-on support across finance, accounting, reporting, and systems, backed by deep transactional experience and proven methodologies.

Value creation through specialized expertise:

  • Consulting for private equity firms: Strategic partnership to accelerate the implementation of portfolio improvements.

  • Private equity advisory consulting: High-stakes guidance for technical accounting and complex financial transitions.

  • Consulting to private equity: Operational support designed to bridge the gap between sponsor expectations and portfolio reality.

In The Middle of A Critical Transition?

Speak With Us To Get Your Interim Leader Fast!

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How Our Private Equity Consulting Services Differ

8020 brings operational finance expertise, not theoretical strategy. Our consultants execute alongside management teams to drive EBITDA growth, improve controls, and reduce transaction risk.

Why Companies Trust 8020

  • Extensive experience supporting mid-market and enterprise PE portfolio companies through various investment cycles.
  • Specialized in M&A execution, post-close integration, and comprehensive financial transformation.
  • Proven success deploying interim leadership during key transition points to maintain momentum.

Our Private Equity Engagement Model

8020 supports private equity firms and portfolio companies across the full investment lifecycle
deploying the right expertise at the right time.

01

Diligence & Pre-Close

Support for Quality of Earnings (QofE), diligence readiness, complex carve-out planning, and proactive risk mitigation.

02

Value Creation & Scale

Execution of ERP implementations, sophisticated forecasting models, KPI frameworks, and finance department transformations.

03

Interim Leadership

Experienced Interim CFOs, Controllers, and finance leaders embedded quickly to stabilize operations during transitions

04

Exit & Integration

Seamless financial integration for add-ons, exit readiness preparation, buyer reporting, and final handoff execution.

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What Our Private Equity Consultants Deliver

  • Faster time-to-close and significantly improved deal certainty.

  • Scalable, investor-grade financial operations that stand up to rigorous scrutiny.

  • Reduced diligence risk and cleaner, high-multiple exits.

  • Improved EBITDA visibility through enhanced performance tracking and data integrity.

  • Confident communication between sponsors, lenders, and potential buyers.

 

Private Equity Consulting Services Benefits

01

Accelerate Transaction Readiness

Pre-sale financial cleanup, reporting improvements, and diligence risk reduction to enhance valuation at the time of exit.

02

Support Portfolio Growth
and Scalability

Infrastructure, systems, and insights that support operational efficiency and rapid revenue growth..

03

Interim Leadership for Portfolio Companies

Rapid deployment of interim CFOs and finance leaders to stabilize operations and reporting during leadership gaps.while building needed solutions, even in the most difficult environments.

04

Exit & Integration Support

Execution-focused integration and exit prep to ensure smooth transitions and maximize total fund returns

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When Should Private Equity Firms Use Consultants?

Private equity consulting is most valuable when execution speed, financial clarity, and risk mitigation directly impact returns.

  • Pre-close diligence or managing carve-out complexity.

  • Post-acquisition integration or rapid scale-up phases.

  • ERP or financial system transformation to modernize the stack.

  • Leadership gaps within portfolio companies that threaten stability.

  • Exit preparation or preparing for a recapitalization event.

How Private Equity Consulting Supports
Sponsors vs. Portfolio Companies

We provide a dual-lens approach that serves the unique needs of both the investor and the operator.

For Sponsors

Faster execution of investment thesis

Reduced diligence and execution risk

Improved visibility across the portfolio

For Portfolio Companies

Embedded finance leadership & expertise
Scalable reporting and financial systems
Clear path from transition to growth

Related Financial Consulting Services

Transaction support services complement our broader finance and M&A consulting offerings:

We bring finance operators and AI experts together to identify where the biggest opportunities exist, implement practical improvements alongside your team, and create measurable impact early in the process. Some organizations begin with a specific workflow. Others are tackling broader finance transformation initiatives across systems, reporting, close, or FP&A. Either way, the goal stays the same: prove value quickly, build momentum, and scale from what’s already working.


Learn More about AI & Automation Consulting Services >>

Move financial initiatives forward with people who can both lead and execute. We step into projects like system rollouts, integrations, and close acceleration to handle the work and keep everything aligned as conditions change.

Learn More About Financial Project Management & Execution Consulting Services >>

Put a senior finance operator from 8020 in the CFO seat. They take on day-to-day leadership, stay close to executive decisions, and keep the function moving while you work through transition or change.

Learn More About Interim CFO Consulting Services >>

Bring strategic insight to your decisions. Our FP&A leaders step into your forecasting and planning processes, helping you optimize teams and your financial performance.

Learn More About Financial Planning & Analysis Consulting Services >>

Place a hands-on controller into your accounting function. They take ownership of close, reporting, and compliance so the work stays consistent and nothing slips during the transition.


Learn More About Interim Controller Consulting Services >>

Bring in an 8020 consultant to cover key gaps across the team. They step into the role, pick up ownership quickly, and keep day-to-day execution moving without disruption.


Learn More About Interim Financial Management Consulting Services >>

Maintain reporting that stands up under scrutiny. We support technical accounting, audit readiness, and ongoing reporting so your team isn’t scrambling at the finish line.


Learn More About Financial Reporting & Accounting Consulting Services >>

We Operate Differently

We’re Built On Successful Outcomes, Not Just Theory

Our proven consulting model sets us apart from the market. Our core operating directives below make us different, better.

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Proven Experts

Our consultants are senior operators with real-world finance experience across Fortune 500s.

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Accelerated Impact

We ensure the right expert is placed from day one, delivering immediate value with guaranteed fast ramp-up.

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Direct Execution

No handoffs. No downgrades. The consultant leading your engagement is personally executing the work every step of the way.

Meet Some of Our Private Equity Consulting Experts

All the right skills, real-world experience, & high EQ leadership to ensure your success.
Carlos-Prado
CONSULTANT BIO

Carlos Prado

Experience: 25+ Years

Expertise:

  • Controllership
  • Financial Leadership
  • Internal Controls Design
  • System Implementation
  • Financial Analysis
John-Woodlard
CONSULTANT BIO

John Woolard, CPA

Experience: 20+ Years

Expertise:

  • Financial Reporting & General Accounting
  • M&A Due Diligence & Transaction Support
  • Financial Restructuring & Turnaround
  • Strategic Planning & FP&A
  • Internal Controls & Compliance
Julian-De-Luna
CONSULTANT BIO

Julian De Luna, MBA

Experience: 15+ Years

Expertise:

  • Financial Reporting & General Accounting
  • Financial Planning & Analysis
  • NetSuite Implementation & Support
  • Process Design & Re-Engineering
  • Financial Modeling
+ Yrs

Avg. Operator Experience

+

Full-Time Consultants

+

Years in Business

+

Projects Completed

Private Equity Services FAQs

Answers to your most frequently asked questions.

Private equity consulting provides the operational and financial expertise needed to execute an investment thesis, manage transitions, and prepare companies for sale or growth.
By improving financial reporting, optimizing cash flow, streamlining systems, and ensuring the finance function is scalable enough to support the sponsor's growth goals.
Consultants should be brought in when there is a lack of bandwidth at the portfolio level, during complex transactions (M&A/carve-outs), or when a senior leadership vacancy occurs.
Expect cleaner data, faster close cycles, more accurate forecasting, and a finance function that increases the company's valuation and attractiveness to buyers.

Organizations often benefit from PE consulting when preparing for or executing transactions, scaling operations, or seeking to optimize performance.

Common scenarios include pre-transaction preparation, post-merger integration, system implementations, or when looking to accelerate value creation. We can help evaluate your specific situation and opportunities.

To support success, a Private Equity Consultant typically needs access to key financial and operational data, clear business objectives, and alignment among stakeholders.

Early collaboration helps prioritize initiatives and accelerate outcomes.






Engagements range from short-term diligence projects (weeks) to long-term interim leadership or system implementations (several months).

 

Our consultants bring extensive experience across industries and investment strategies. We understand that each portfolio company faces unique challenges and opportunities, and we adapt our approach accordingly while leveraging proven best practices from our broad experience.

Yes, we support a wide range of industries and work with both growth-oriented and turnaround-focused investment strategies.

"8020 was crucial for RealD in developing a financial model for technology IP monetization and guiding our ERP selection process. Their work is thorough, executive-ready, and their team effectively implements recommendations."

⭐⭐⭐⭐⭐ | Jeff Spain | CFO, ReaID

"8020 was key in overhauling our budgeting process at 72andSunny and provided crucial support for system implementations like Workday and Oracle."

⭐⭐⭐⭐⭐ | Jordan Toplitsky | CFO, 72andSunny

"The team at 8020 have supported me across three companies, including managing our NetSuite implementation at Edgecast, integrating billing systems post-acquisition by Verizon, and overseeing our HQ relocation."

⭐⭐⭐⭐⭐ | John Powers | CFO, Tithe.ly

"8020's consultant brought a proactive approach to every challenge, consistently exceeding expectations while strengthening our team dynamic. I highly recommend 8020 for their skilled professionals who deliver immediate value and elevate any team."

⭐⭐⭐⭐⭐ | Lindsay Terifay | VP, Controller - Fandango & NBC Sports

OUR PROMISE

THE 8020 COMMITMENT

We’re committed to delivering meaningful impact, fast.

Our consultants bring the expertise and focus to create measurable value from day one. And if expectations aren’t met, we don’t stand still, we collaborate, adjust, and ensure we deliver on the value we promised.

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