SCALE Case Study:

SCALE Portfolio Services: Compliance

Client Profile

Services Deployed

Foundational Assessment

Program Development

Advisory & Auditing

High Risk P&P

Compliance Software

Situation

SCALE was engaged by a middle market private equity firm ($2B in committed capital), whose goal was and remains to drive transformational growth, as well as to work in an efficient and coordinated manner across its existing healthcare portfolio companies.

There was a need to rapidly and cost effectively develop a robust and scalable compliance program to sustainably maintain high quality compliance oversight.

The private equity sponsors desired to approach compliance across its portfolio on a coordinated basis to benefit from shared best practices, shared program development, cost efficiencies and user-friendly centralized reporting.

Execution Approach

To address compliance development and oversight objectives holistically, SCALE deployed a team of specialized resources across:

The Client was pleased with the individualized approach SCALE took and the outcome achieved through the following strategies:

The Client was pleased with the individualized approach SCALE took and the outcome achieved through the following strategies:

Foundational Compliance Assessment

On-going Compliance Oversight

Compliance Program Development

Results

Program Development

Compliance Program Improvement Identification & Remediation

Company, Sponsor-Level & Board Compliance Reporting

Add-on Acquisition Diligence

Join our community with our latest offering & interesting update

Please fill out the form below to sign up for the SCALE newsletter.

    SIGN UP for a free consultation

    Please fill out the details below and a team member will reach out to you.

    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.