Private Equity

Build the back office.
Without the G&A.

PE firms buy companies with operational upside. But building the back office to capture that upside is expensive and slow. We deploy offshore talent with embedded workflows into portfolio companies — cutting G&A while building the infrastructure that drives EBITDA improvement.

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Sound familiar?

Portfolio companies are operationally thin

Lower middle market acquisitions often come with a founder wearing 6 hats. There's no ops infrastructure. Building it domestically eats into the value creation thesis.

G&A is the first margin lever — and the hardest

You know the back office is overstaffed or understaffed. Either way, you're paying too much for too little. Restructuring domestic teams is slow and politically messy.

The 100-day plan needs operators

Post-close, you need people who can execute — implement systems, build reporting, standardize processes. Hiring domestically takes 60+ days and $150k+ per role.

Consistency across the portfolio is a fantasy

Every company runs differently. Different tools, different processes, different reporting. There's no shared operational playbook — and no bandwidth to build one.

Common portfolio company roles
that thrive offshore.

Financial Analysts & Reporting Specialists
Bookkeepers & Accounts Payable/Receivable
Executive Assistants to Portfolio CEOs
CRM & Data Migration Specialists
Operations Coordinators
HR & Recruiting Coordinators
Marketing & Content Coordinators
Customer Support Teams
Project Management Assistants
KPI & Dashboard Analysts

Higher output.
Fraction of the cost.

Without More Staffing
$550k/yr
5 domestic roles across a typical portfolio company: ops manager, analyst, bookkeeper, EA, marketing coordinator
With More Staffing
$180–220k/yr
8 offshore professionals with role-specific SOPs, integrated reporting, and quality oversight
$330k+
estimated annual savings

How the four pillars work
in private equity.

01
Offshore Premium Talent
Financial analysts with PE reporting experience. Ops coordinators who've worked post-acquisition integrations. EAs who support C-level executives. Vetted for portfolio company environments.
02
Embedded Workflows
Standardized playbooks for financial reporting, board deck preparation, vendor management, HR onboarding, and KPI tracking. Deploy the same operational infrastructure across the portfolio.
03
AI Agents (In Beta)
Automated financial report generation, KPI dashboards, document processing, portfolio-wide data aggregation. In beta — early access available.
04
Fractional Leadership (Additional Cost)
Senior operators who've sat inside portfolio companies. They oversee the offshore team, build the systems, and bridge the gap between the deal team's thesis and actual execution.

Proof it works.

Private Equity — Case Study
cuts G&A 45% in first 90 days post-close

Deployed 8 offshore team members into a newly acquired services company. Replaced 5 domestic back-office roles, standardized reporting, and built operational playbooks that became the template for subsequent acquisitions.

45%
G&A reduction
90 days
Full deployment
$330k+
Annual savings

Common questions about
offshore staffing for private equity.

How do PE firms use offshore staffing in portfolio companies?
PE firms deploy offshore talent into portfolio companies to cut G&A while building operational infrastructure. Common roles include financial analysts, bookkeepers, executive assistants, ops coordinators, and reporting specialists — all inside standardized playbooks.
Can offshore teams handle financial reporting for PE portfolio companies?
Yes. Our financial analysts and bookkeepers are experienced with PE reporting cadences, board deck preparation, KPI tracking, and multi-entity consolidation. They work inside embedded workflows standardized across your portfolio.
How quickly can offshore talent be deployed into a new acquisition?
Most teams are deployed within 2–4 weeks post-close. We build role-specific SOPs during due diligence or the transition period so talent is productive from day one of the 100-day plan.

Scale your private equity
operations.

One conversation. We'll map your private equity operations, identify the leverage points, and show you what's possible.

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