AIM LISTED COMPANIES

We support AIM listed companies with a variety of financial reporting, sustainability, controls, and assurance projects, as well as statutory audit.

SUPPORTING PRIVATE EQUITY BACKED BUSINESSES ON THEIR GROWTH JOURNEY

Your business journey doesn’t end once you’ve got private equity investment in place. It’s just a new phase of the business lifecycle.  

We provide services to a range of private equity backed businesses. Our private equity advisory specialists can help meet your needs across due diligence, mergers and acquisitions, tax services, audit and much more.  

The breadth of our experience with businesses across multiple sectors means our private equity team are well placed to support acquired businesses and PE houses. As a specialist in the mid-market, our core business is working with private equity backed businesses. We provide audit, tax and advisory services to the portfolio companies of some of the US and UK’s largest private equity houses. 

 Wherever your business currently sits within the private equity life cycle we can help with your plans for growth. 

ACQUISITION 

Given current volatile market conditions, premium can be paid for higher quality investments and target companies. The level of premium will depend on the industry, growth potential, confidence in historical financials and any outperforming assets. 

At the point of a private equity investor being engaged we can help portfolio businesses and investors with a range of services. 

PLANNING FOR GROWTH 

 After acquisition by a PE fund there will be a focus on planning for growth. Management teams need to maintain controls over key performance indicators, resources and strategic plans. 

DRIVING GROWTH 

Investing in key areas such as people processes and controls is critical to driving growth. Additional private equity invested funding will be used to support growth plans. The portfolio company will often want to achieve both organic growth, along with growth achieved through the bolting on of further investments. It’s important to retain focus to avoid any medium or longer-term issues as the business grows. 

PERFORMANCE ANALYSIS 

Thing don’t always go to plan. Unexpected events can impact on agreed growth plans. There may well be a ‘J-curve’ effect following private equity investment. 

We get it. We understand the business will be under significant pressure and focussed on turning around performance. The business may also need to reset expectations with the PE house. We can support the management team with a range of services. 

PREPARING FOR AN EXIT 

As the business prepares for an exit transaction there’ll again be pressure on the management team and key investor, the main stakeholder. That key stakeholder will be incentivised and potentially driven to get the deal done. 

WE GET IT. WE’RE PE BACKED TOO 

Like your business, Cooper Parry is PE backed. We’re on a growth journey too, going through the same lifecycle as many of our clients. We understand the journey you are on and your focus on key value drivers. The need for your advisors to be proactive and nimble to provide a value add service aligned to your changing needs. We are fully aware of rising compliance costs that PE backed companies are facing, alongside huge increases in professional services fees. 

We don’t audit FTSE 100 companies and we don’t look after small businesses. We specialise in looking after mid-market businesses like yours. We bring you so much more than just an audit. 

We get that growth plans will be a key focus. That pressures on management teams will have ramped up. We know that controls over key KPIs and resources including people and assets are critical. 

HOW COOPER PARRY CAN HELP

With those pressures in mind, we’ve created an audit process like no other, focused on collaboration and technology. Each audit is tailored for our PE backed audit clients and where they stand in the portfolio company lifecycle. We’re experts on the latest accountancy standards (both FRS 102 in the UK and IFRS) and making businesses more efficient. Alongside this expertise, we have a big team that makes quick decisions. 

 

We also provide a number of specialist professional services throughout the lifecycle of PE backed companies across tax, outsourcing and corporate finance, specifically designed for PE backed businesses and the people leading them. We provide a range of appropriate services including audit, accounting advisory, corporate finance, financial due diligence, tax transaction and tax advisory services along with wealth management services for owners. 

 Added to this we’re proud of the whole award-winning Cooper Parry team. Our culture and approach means we create long lasting relationships with our clients. We have a breadth of experience across sectors. 

Our culture at CP is special and it means that we can recruit and retain the best when it comes to our people. This is reflected in our private equity team. 

IT ALL STARTS WITH A CHAT

We like to build long term relationships with our clients. We’ll get under the skin of your business. We want to understand the challenges and the opportunities facing you. There’s no one-size-fits-all approach around here. 

 

CP offers a broad range of integrated services to PE backed companies across the investment “lifecycle” with key people within our business who can support yours. Along with Tim Mahapatra our PE focussed team includes Emre Saka who leads on audit arrangements. Along with Paul Tallon part of the CP Deals team, focusing on transactions. Steve Round who leads on tax advisory. And Gary Rouse our Head of Outsourcing whose team also offer services that are often needed by PE backed companies.

DON’T JUST TAKE OUR WORD FOR IT

We encourage our clients to tell us what they think of us. No holds barred. Warts and all. Not that there are many of those. 

Client experience (CX) as a whole is something that’s super important to us. We’re proud to say our Net Promoter Score (NPS) is industry leading indicating exceptional client satisfaction and loyalty levels. 

Our Experts

CP EVENTS

REVIEWS

PAUL, JAN 2024

“Excellent service for our first year audit.”

DAVID, JAN 2024

“R&D Claim: The results were better than expected. The additional cash will enable us to increase profitability”

ALAN, JAN 2024

“R&D Claim: The results were not as good as previous years. The additional cash will allow us to further invest in our R&D program.”

STUART, JAN 2024

“Great to have a personal relationship with the whole team. Always willing to help. Sometimes a little slow to respond on some issues (but then again so are we). Audit team are brilliant, bar audits far to long now owing to the amount of sample data we have to provide, which is hard when you have a small team and limited time.”

CLAIRE, JAN 2024

“Great team, and much improved communication and pro-active engagement over the past three months.”

MARK, DEC 2023

ROB, DEC 2023

“R&D Claim: Having worked with the R&D team at CP for a few years now, I had a good idea what to expect. As per usual they exceeded our expectations. The additional cash will allow us to invest in our fleet.”

RICHARD, DEC 2023

“Excellent service. Need to ensure pricing is competitive.”

DAVID, OCT 2023

“Good insights provided. Nice team to deal with. Need more consistency of team members and where this is not possible a better handover should be provided to new members. Need strong manager oversight on all audits, in particular where there are complex transactions etc. Improved communication between audit team and finance functions within the business.”

LUCIA, JUN 2023

“Final Packs are taking too long, communication”