Impact Point Co.

Private equity leaders, are your Portcos ready to thrive in high-growth or acquisition-heavy environments? Discover how strategic organizational design can drive operational efficiency, enhance scalability, and maximize returns for middle-market portfolio companies. Join us for an exclusive webinar featuring top IPC experts in organizational design, Jose Fornell and Craig H. Harwerth! 𝗪𝗲𝗯𝗶𝗻𝗮𝗿: Maximizing Your Organizational Design: Unlocking Current Value and Scaling for Growth with a Healthy Organization 𝗗𝗮𝘁𝗲: January 23, 2025 𝗧𝗶𝗺𝗲: 2:30 PM ET / 11:30 AM PT What You’ll Learn: • 𝗠𝗲𝘁𝗿𝗶𝗰𝘀-𝗗𝗿𝗶𝘃𝗲𝗻 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Leverage key metrics and data analytics to evaluate organizational effectiveness and drive future state quickly and efficiently. • 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 & 𝗙𝘂𝘁𝘂𝗿𝗲 𝗦𝗰𝗮𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆: Build a right-sized, scalable structure to meet current demands and long-term growth goals. • 𝗕𝗲𝘀𝘁 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲𝘀 𝗳𝗼𝗿 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗘𝘅𝗶𝘁𝘀: Streamline operating models to integrate acquisitions and maximize transaction value at exit. • 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻: Discover how aligning operating model design with strategic goals impacts EBITDA growth and enterprise valuation. Don’t miss this opportunity to gain actionable insights to support your Portcos’ growth. Register now: https://lnkd.in/ewFAK5mP #OrganizationalDesign #PrivateEquity #Portcos #ValueCreation #BusinessGrowth 

Maximizing Your Organizational Design: Unlocking Current Value and Scaling for Growth with a Healthy Organization Discover how strategic organizational design can drive operational efficiency, enhance scalability, and maximize returns in middle-market private equity portfolio companies. Join us for an exclusive webinar featuring top experts in organizational design, tailored specifically for private equity professionals managing high-growth or acquisition-heavy portfolios.

🔴Honoring Our Veterans at Impact Point Co 🔵 This Veteran’s Day, we proudly recognize and honor the brave individuals who have served our country, including two of our own team members.   ⚓ Rajiv Seth, CFA, a US Navy veteran, reflects: “On this Veteran’s Day, I reflect on the honor it was to have served as a US Navy Officer, my greatest professional achievement by far. While I wouldn’t change those experiences, I’m humbled by the courage of those who serve today. To all our active-duty heroes and fellow veterans, thank you for your service.”   🦅 Benjamin Garthwaite, a Marine veteran and Purple Heart recipient, shares: “I joined the Marines for three reasons: I wanted to be the best, I wanted to serve my country, and I wanted to help make the world a better and safer place for the people that I loved. Serving in the military inherently comes with risk and sacrifice, whether it’s giving up time over the holidays with your family or something much more, everyone who serves gives something and Veteran’s Day is about taking the time to remember and appreciate those of us who knew the risks but did it anyway.” In honor of their service, we are making donations to organizations that support active and retired military personnel. These donations will go to the Semper Fi & America's Fund, which provides financial, emotional, and integrative wellness support to wounded, ill, and injured service members and their families, and Fisher House Foundation, which offers free lodging for families of military and veteran patients receiving medical care, ensuring they can stay close during treatment and recovery. These donations are made on behalf of Impact Point Co and our veterans, Ben and Rajiv. To all veterans and active-duty service members, we extend our deepest gratitude. Thank you for your courage, dedication, and sacrifice.

Thank you to everyone who joined our "Boost Your EBITDA: Budgeting for PE-Owned Companies" webinar! We hope the insights and strategies shared by our experts were invaluable as you navigate the budgeting season.   Missed the live session or looking for more ways to drive value creation in your business? Reach out to our team to get a copy of the webinar recording or to learn how we can offer tailored solutions.   Stay tuned for future webinars where we’ll dive deeper into these topics!   #EBITDA #BudgetingSeason #BusinessGrowth #PrivateEquity #FinancialPlanning Jose Fornell Craig H. Harwerth Chad Stacey Claus Johann Mayer Brandon Beal Faisal Haque

We are looking to hire a Manager to join our M&A Ops practice with a focus on serving middle-market private equity (PE) clients. The role involves responsibilities such as operational due diligence, financial modeling, synergy analysis, post-merger integration projects, and more. IPC is known for delivering transformative change to PE clients by leveraging a team of experts and flexible staffing models. To learn more about this opportunity, click below!

Our team had an incredible time at our mid-year company event in Colorado, celebrating our achievements and setting our sights on the future. 🌟 Thank you to everyone for their hard work and dedication!  #MidYear #TeamBuilding #TeamWork Chad Stacey Maggie Cattell Brandon Beal Craig H. Harwerth Jose Fornell Michael Plotzker, CFA Claus Johann Mayer Georgy Plotnikov Rajiv Seth, CFA Faisal Haque Aaron Cataline Priyanshi Shah Tanner Perry Benjamin Garthwaite RJ Haskins Federico Nannini Matthew Colonnese

Impact Point wishes everyone a Happy Fourth of July! 🇺🇸 #FourthOfJuly #ImpactPoint #TeamImpactPoint

Meet our new Principal, Brandon Beal!   With over 20 years of experience, Brandon is an expert in accounting, advisory, turnaround, and performance improvement, specializing in guiding senior management teams through complex situations and transactions and revitalizing underperforming private equity portfolio companies.   Prior to joining IPC, he was a Managing Director at Accordion, focusing on performance improvement, and spent 13 years at FTI Consulting in the Corporate Finance and Restructuring practice.    Brandon holds a bachelor's degree in Accounting from the University of Southern California and an MBA in Finance and Strategy from Vanderbilt University.   To learn more about our team, visit: https://lnkd.in/eSuYn7FH #Finance #Transactions #PerformanceImprovement #PrivateEquity

Remembering and honoring our heroes. Their courage and sacrifice will never be forgotten. 🇺🇸 #MemorialDay

We had a great time at the Markets Group 12th Annual Private Equity New York Forum! 🏙️ As industry partners, the Impact Point team had the privilege of connecting with some of the brightest minds in the field, sharing our expertise, and gaining new perspectives. 🤝💡💼 #MarketsGroupPE #PrivateEquity #MiddleMarket #MergersandAcquistions #OfficeoftheCFO