Nate Heeren

Nate Heeren, Senior Managing Director at Riveron Consulting, and Jamie Lukaszewski, Director of Financial Operations at Trivest Partners, bring their expertise to light the evolving role of FP&A in private equity. They discuss the shift towards operational value creation, emphasizing the importance of building data-driven, high-performing FP&A functions. Topics include the necessity of early investment in FP&A infrastructure and the key traits of successful partnerships between PE firms and portfolio companies, focusing on transparency and long-term value.