CASE STUDY:
Building Risk Transparency Across Portfolio Companies
BRIEF:
A private equity firm based in New York City lacked a centralized way to track compliance, risk, and threats across its portfolio companies, especially given the diversity of industries in which they operated.
ROLE OF MAX2:
Max² was engaged to help design a scalable, repeatable methodology for monitoring these risks and maturity levels across acquisitions and dispositions.
WHAT WAS DELIVERED?
Custom-built dashboards tailored to each portfolio company’s unique risk metrics, maturity stages, and compliance requirements.
OUTCOME:
Delivered end-to-end visibility from acquisition through divestiture, enabling the firm to track changes in risk posture, improve decision-making, and ensure consistent oversight.
services:
INDUSTRIES: