Private equity Firms driving real efficiencies
Read the summaries below or request the full case studies.
CASE STUDY
Mid‑market private equity firm
< $10bn AUM
North America
The firm is a North American mid-market private equity firm with 30+ years of buyout experience.
It maintains a lean, dedicated capital markets team responsible for structuring and executing financings for new acquisitions, as well as supporting refinancing and broader capital structure initiatives across the portfolio. In 2025 it completed 5 new deals but also worked on 14 dropped or lost deals on the Termgrid platform.
459 hours equivalent to 57 working days
Driven by full-platform adoption across every stage of the deal process.
CASE STUDY
Specialist sector private equity firm
< $10bn AUM
North America
This firm is a North American specialist investor with a strict sector remit and a highly selective deal strategy. The firm focuses on a concentrated portfolio of sector-defined investments, prioritising depth of expertise over deal volume. In 2025 it completed 5 new deals.
146 hours equivalent to 18 working days
Driven by targeted adoption of Termgrid in the highest-impact stages of the deal process.
CASE STUDY
Lower mid‑market investor
< €5bn AUM
Europe
This firm is a pan-European investor with a strong sector focus. It is known for its growth track record, with buy-and-build execution forming a central pillar of its investment strategy.
In 2025, it completed 2 new deals on Termgrid plus 2 further deals which were dropped.
119 hours equivalent to 15 working days
Driven by centralised workflows across a distributed European team.
CASE STUDY
Mid-market private equity firm
$5bn AUM
North America
Operating from a network of regional offices across North America, this firm offers flexible capital solutions for mid market firms. With a small capital markets team, it maximized its use of Termgrid on its 5 completed and 9 lost or dropped deals in 2025.
211 hours equivalent to 26 working days
Driven by workflow automation and operational efficiency
Request the full case study pack with workflow-level savings across NDA, diligence, term sheets, communications, and reporting.
What you will receive:
4 anonymized case studies
Breakdown across 5 workflow areas
Total time savings per firm
Implementation context and workflow notes
Request the full case study pack with workflow-level savings across NDA, diligence, term sheets, communications, and reporting.
What you will receive:
4 anonymized case studies
Breakdown across 5 workflow areas
Total time savings per firm
Implementation context and workflow notes
