A Guide to Technology Due Diligence The due diligence stage of the private equity asset lifecycle sets the tone for your investment strategy and protects you from taking bad risks. If “the money is made when you buy it,” then your ROI is dependent upon accurately assessing prospective investments. In a digital era, technology is…

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6 Tips for Improving Portfolio Performance Within private equity firms, there are lots of nuances to your business decisions. But the primary goal is simple and straightforward: build a portfolio that allows you to buy low and sell high. That’s easier said than done, but fortunately there are numerous automation tools and data management techniques…

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Saxony Partners Private Equity Solutions Saxony Partners helps private equity clients gain operational improvements through digital initiatives and transformations. Our work with private equity companies spans the full lifecycle, from acquisition to exit. We help our clients realize the full value associated with digital transformation and data strategy. And speaking of data – we help…

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Why You Need a 360-Degree Customer View for Banking How well do you understand your banking customers? Can you predict what they will need next? There’s no better time to reevaluate whether your business is meeting its full potential, and often that potential is defined by your approach to collecting, aggregating, analyzing, and acting upon…

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While the applications for PPP loans closed in August 2020, recent revisions to the CARES Act provisions now allow businesses to apply for new PPP loans or for PPP loan forgiveness in 2021. The new deadline for applicants is March 31, 2021. As the deadline approaches, banks may find themselves inundated with more loan requests…

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Data Management and BI Roadmap for a Private Equity Client Firm Needs Internal Visibility and Technology Solutions to Keep Pace with Rapid Growth A global private equity firm with more than $34 billion in assets and several investment platforms needed to address some challenges related to their current technology environment, infrastructure, and business applications. Their…

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Azure Cloud Fix Transforms Cash Management Firm A Client Enlists Saxony to Optimize Their Cloud Database and Leverage API Technology A U.S.-based automated cash management firm originally hired an offshore vendor to build out their cloud database. OVERVIEW When one of the firm’s strategic clients insisted that the database operate in Microsoft Azure (which was…

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Leveraging Automation to Deliver ‘Rescue Loans’ During Pandemic An Automation Tool Processes PPP Loans from Government During Covid-19 Pandemic A Texas-based bank enlisted Saxony Partners to build an automation tool allowing critical small business loans from the government’s Paycheck Protection Program to be processed during the coronavirus pandemic. OVERVIEW When the coronavirus pandemic caused a…

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Leveraging Data to Transform Mortgage Arm Right-sized Technology Solutions and an Enterprise Data Warehouse Spur Dramatic Turnaround A private equity firm approached Saxony Partners’ Financial Services team with a problem – a mortgage company they owned was losing money. OVERVIEW The firm purchased the company when mortgage rates were low and the industry was riding…

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Creating a Modernized Intranet OVERVIEW A world leader in corporate tax services launched a strategic initiative to modernize its corporate intranet. ​They wanted a clean and functional design that provided  consistent branding, a better search experience, and easy access to important documents and tools from mobile devices. THE PROJECT This client’s intranet had become dated aesthetically and grown unchecked without proper…

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