KLX’s work with private equity does not stop with buyout funds. We work across fund types, including debt, infrastructure, real estate and hedge funds. We also work for many of the most prominent institutional investors, including sovereign wealth funds, pension funds, endowments and family investment offices.

At KLX, consulting to private equity companies and institutional investors represents about 65% of our global business. We maintain a global network of more than 120 experienced professionals serving private equity and institutional investor clients. KLX has extensive experience working in all regions of the world across all sectors, from consumer products and financial services to technology and industrial goods.

• Deal generation
• Due diligence
• Portfolio value creation
• Exit planning
• Private equity firm strategy and operations, including sector strategy
• Institutional investor strategy

Deal generation: KLX works alongside investors to develop the right investment Formulas and enhance cash flow by profiling businesses, screening prime targets and devising an approach for new targets.

Due diligence: KLX assists investors in making smarter deal decisions by performing due diligence, assessing improved performance opportunities and providing a final acquisition agenda.

Portfolio value creation: Shortly after your acquisition, we support the pursuit of rapid returns by developing strategic game plans for acquired businesses, leading workshops that align management with strategic priorities and directing focused initiatives. During the ownership phase, we help increase the value of portfolio companies by supporting revenue enhancement and cost reduction initiatives and refreshing their value-creation plans. In addition, we support turnarounds of underperforming, capital constrained companies with the aim of maintaining shareholder value.

Exit planning: At KLX we help ensure that shareholders optimize returns by preparing for an exit, identifying the most successful exit strategy, preparing the closing documents and pre-screening your buyers.

Private equity firm strategy and operations: Working side-by-side with private equity firms, KLX helps them to perfect their strategy for continued success. Subjects include asset management and geographic divisional fund and sector strategy.

Institutional investor strategy: At KLX we work with institutional investors to develop alternative investment programs, including private equity, real estate and infrastructure asset management. Subjects include asset allocation, divisional strategy, portfolio preparation, fund manager selection, governance and risk management, and organizational design and decision making. We also assist institutional investors in expanding their participation in alternative assets through co-investing and direct investing opportunities.