Portfolio Company Services Support Services Offered




Acquisition Integration Support
  • Pre-acquisition Due Diligence Support
  • Systems Integration: Evaluation of systems options, post-acquisition integration oversight.
  • Accounting and Back-office Consolidation: Integration, implementation, and support.
  • Post-acquisition Go-to-Market Strategy Development: Maximizing the combined organizations' market presence.
  • Internal/External Messaging: PR and internal communications support.
  • Post-acquisition Organizational Design and Integration: Realignment of offices and staff to realize maximum synergies.
  • Benefits/Compensation Integration Consulting
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Finance, Accounting, and CFO Services
  • Interim CFO: Audit, tax, accounting/control functions, treasury, M&A.
  • Financial Consulting: Develop long- and short-term financial strategies and operational programs, including strategic alliances and expansion into new geographies and services.
  • Financial and Operational Dashboard Development: Identifying key business metrics and designing systems to monitor.
  • Tactical Troubleshooting: Design and implementation of accounting systems, direct operating budget, management report preparation, opportunity analysis, evaluate financial impact of strategic initiatives considered by the organization.
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HR, Recruiting, and Operations Consulting
  • Executive/Management Recruitment: C-level and other senior management, business development execs, directors and management personnel, among others.
  • Interim HR Leadership: Compensation, recruitment, personnel policies, and regulatory compliance.
  • Consulting: Performance improvement, organizational change management, process/culture integration initiatives.
  • Best Practices: Evaluation and implementation of standards for benefits and compensation policies and procedures, including interface with brokers, employment and senior management agreements, equity agreements, and personnel evaluation.
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Technology and Infrastructure Support
  • Systems/Network Strategy, Design, Implementation, and Administration: One-time projects or ongoing support, including cost analysis, purchasing and contract negotiations, and development or review of policy plans and procedures.
  • Systems Integration: Post-acquisition integration oversight.
  • Security, Risk, and Compliance Management
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Strategic Planning and Operational Consulting
  • Sales Strategy: Design and implementation of industry-appropriate and company-specific sales strategies, including channel analysis and salesforce structuring and alignment with comp plans.
  • Market Analysis: Identify market size, trends, and new market opportunities.
  • Profit Improvement: Development and execution of profit improvement plans.
  • Organizational Design and Development: Design of organizational structure and compensation plans to achieve companies' strategic objectives.
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Strategic Marketing and Communications
  • Strategic Planning: Development or review of existing marketing and communications plan to support business objectives.
  • Consulting: Evaluation of current tactical execution (advertising, Internet marketing, PR, etc.) and identification of suitable service providers to support execution for new and/or ongoing initiatives.
  • Internal Communications Support
  • Lake Capital Sales Support: Lake participation in new business pitches and customer-related initiatives, as needed.
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