Private Equity

With a 17+ year track record of delivery, Valentia Partners has grown from a firm originally focused on Financial Services, to one operating globally across multiple sectors. In 2022 we began growing our engagement in Private Equity, focused on business systems transformation across portfolio firms to enable optimal execution of buy and build strategy. 

Since then, we have designed and delivered in industries as diverse as property management, crime prevention, and cloud technology firms. 

Bringing businesses with strategic synergies together unlocks outsized value through deepening product penetration with cross-sell, establishing best-in-class customer lifecycle, and simplifying operational management. In delivering these synergies, we have identified four critical areas of operating model optimisation and integration – customer relationship management (CRM), enterprise resource management (ERP), financial planning and analytics (FP&A), and human capital management (HCM). 
 
Getting it right enables greater share of customer wallet, streamlined operational efficiency, and robust tracking of financial outcomes.

Building a scalable platform for growth 

Related projects

Featured
Private Equity
Global Wealth Manager
Private Equity

Technology design and CRM modernisation

  • Shaped the delivery for the full front office transformation including lead management, sales, referrals, and client onboarding.​

  • ​Led options analysis for middle and back-office technology modernisation / replacement strategy, including evaluation of potential outsourcing of business functions.​

  • Designed a cloud-based technology strategy to transform the advisor platform and introduce a common CRM – breaking out “customer”, “product”, and “agreement” to deliver a single view of customer (SVOC) and enable enhanced customer onboarding journeys.​

Private Equity
Private Equity
European Bank
Private Equity

Treasury strategy and transformation

  • Defined the 3-year Treasury strategy and blueprint, working with the Treasurer and CFO – focused on balance sheet management, and operating model.​​

  • Designed all technology architecture and defined the target operating model, with associated transformation roadmap.​​

  • Retained to deliver the programme (£17.5m budget), standing-up 7 project clusters across 5 locations, and managing 60+ people.​​

  • Delivered a structured execution with phased outcomes focused on realising value early.​​

Private Equity
Private Equity
US Custody Bank
Private Equity

ISO20022 compliance and Payments re-platforming

  • Recovered a failing payments programme focused on ISO20022, taking over a delivery with no design or plan to reach compliance.

  • Managed a rapid RFP process (c.6 weeks) to evaluate options for a new payments platform and select a technology vendor.

  • Led enterprise architecture design and mobilised a phased delivery (c.£10m budget), focused on i) compliance with new payment standards, and ii) full migration off legacy platforms.

  • Phase 1 delivered on time and on budget, with phase 2 progressing to plan.

Private Equity
Private Equity
Multi-national Criminal Intelligence Firm
Private Equity

Operating model and business systems optimisation

  • Conducted current state operating model and technology assessment, including documentation of key processes and associated risks / inefficiencies. Produced recommendations covering; i) operational optimisation / scalability, ii) cost reduction, iii) technology integration and simplification.

  • Designed ERP / FP&A to interface with product / service agnostic order data from Salesforce, for single exchange of data.

  • Produced target operating model and technology / system design in line with buy-and-build value creation approach for growth, with a proposed c.50% reduction in systems.

  • Defined the delivery and migration approach and documented a detailed technical blueprint to give confidence in delivery.

Private Equity

Get in touch

Andrew Ng
Partner

LinkedIn
andrew.ng@valentiapartners.com