Interim management for private equity

The most frequent situations in portfolio companies

The first hundred days after the acquisition

Structuring the reporting, strengthening the finance function, launching the first workstreams of the value creation plan. An interim CFO or an interim financial controller is often the first reinforcement the fund asks for.

Replacing a leader

A founder stepping back, a chief executive no longer aligned with the plan. The interim CEO keeps the trajectory while the shareholder runs the search for a successor calmly.

A value creation plan drifting

A poorly integrated add-on, a performance programme running late, margins below plan. An interim executive takes back the execution with monthly milestones and reporting aligned with the board's expectations.

Preparing the exit

Firming up the accounts and the indicators, preparing the vendor due diligence, securing key teams. The work starts several months before the sale process is launched.

Typical assignments

• Structure the finance function and investor reporting from the acquisition onwards
• Hold the chief executive or finance seat of a portfolio company
• Drive the execution of the value creation plan: build-ups, performance, transformation
• Lead the integration of build-up acquisitions
• Prepare the exit: financial information, vendor due diligence, securing key teams

When the portfolio company faces a more critical situation, the mandate falls under our turnaround and crisis offering.

The Bloomco approach

We present executives who have already operated in LBO-backed businesses and whose references include investment teams. Framing happens with the fund and the portfolio company's management, according to each deal's governance, and confidentiality is preserved towards the teams until the decision is made.

Two to three profiles within days, an engagement letter aligned with the value creation plan, a Bloomco lead through to handover. We also work for funds in consulting mode, on operational due diligence and value creation: see our private equity offering.

Frequently asked questions

Who mandates the interim executive: the fund or the portfolio company?

The contract is generally signed with the portfolio company, on a decision made with the shareholder. The engagement letter specifies the reporting each party expects.

Can an interim executive be mobilised before closing?

Yes, subject to confidentiality undertakings: it makes it possible to prepare the hundred-day plan and start on signing day.

What budget should you plan for?

The market's average billed rate stands at €1,333 per day excluding VAT according to France Transition; at Bloomco, executive functions range from €1,500 to €1,800 per day. See our day rate barometer.