Page 66 - TACC 2025 Program

Driving Value Creation for Middle

Market PE Portfolio Companies

Impact Point Co. was founded to bring top-tier consulting expertise to
the middle market. We specialize in serving private equity firms and their
portfolio companies, focusing on the Office of the CFO and M&A
Ops Services.
Our team of seasoned professionals, drawn from leading consulting
firms, collaborates with operating partners and C-suite executives to
identify and implement value-creation opportunities. We deliver rapid,
impactful improvements in operations, valuations, and profitability.

IPC creates value for PE PortCo’s through every phase
of the platform lifecycle

Pre-Acquisition First 100 Days Hold Period Exit

EBITDA Expansion Value
Target Assessment Platform Onboarding
Multiple Expansion Realization

Pre-Acquisition FP&A Capability Development and Support
Assessments
Office of
the CFO Private Equity Value Creation and Performance
Services Readiness Roadmaps Improvement Execution
Interim CFO and FP&A

Synergy Assessment (Add-ons),
Execution and Tracking
Operations Due Diligence
Sell-Side
M&A Ops and Value Creation Merger Integration Divestiture
Services Planning & Execution

Buy-Side Divestiture Support

Meet Our Leadership Team

Jose Fornell Craig Harwerth Chad Stacey Brandon Beal Faisal Haque Claus Mayer
Partner Partner Partner Principal Principal Principal
Miami Houston New York San Francisco Houston Miami

www.impactpoint.com | [email protected]