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  • Newsletter

    July 17, 2024
    Private Equity Insights Q2 2024
    In this issue of Private Equity Insights, we offer guidance on how private equity can leverage procurement to unlock value and drive performance improvements. We also look at the growing role of AI in finance and how the board can sharpen its focus on M&A due diligence. Other topics include the board’s role in talent management and the results of our latest VISION survey on the future of…

  • Client Story

    April 9, 2026
    FP&A Transformation Delivers Structure, Speed, Strategic Insight
    FP&A transformation enabled a rapidly scaling nuclear energy company to boost structure, speed, and strategic insight, supporting IPO readiness and growth.

  • Client Story

    March 5, 2026
    Protiviti Supports BTG Pactual’s Expansion into the U.S. Market
    Protiviti is proud to have partnered with BTG Pactual, the largest investment bank in Latin America, as the firm pursued a key milestone in expanding their presence in the United States through the acquisition of a New York federal savings bank, its conversion to a national bank, and the establishment of a U.S. bank holding company. Our team worked closely with BTG Pactual’s leadership to support…

  • Video

    April 23, 2020
    Video - Protiviti Financial Due Diligence Services
    protiviti takes a more flexible approach to financial due diligence to help private equity firms and their portfolio companies across the globe adapt to current conditions, with a keen eye toward the future. protiviti has expert consultants across the globe, meaning you get deep knowledge, objective insights and unparalleled collaboration in any culture, across any time zone. Risk and Compliance…

  • Podcast

    August 12, 2025
    Podcast | Shaping the Future of Financial Services
    In an environment marked by macroeconomic volatility, regulatory complexity and accelerating innovation, one principle continues to rise above the noise: Trust drives transformation.In this interview from the video series The Modern CIO Dilemma, Protiviti speaks with Seamus Smith, executive vice president and group president at FIS, to explore how forward-looking financial institutions are…

  • Client Story

    September 26, 2022
    U.S. energy leader undertakes a successful divestiture through a strong program management office
    A leading Fortune 500 energy company with nine million utility customers sought to divest a long-held subsidiary to another leading energy provider. Solving the complex transition of technology, data and customer service from one provider to another required a comprehensive understanding of both the security environment and the timing of regulatory approvals. Utilising a team of experienced…

  • Whitepaper

    August 23, 2021
    Agile is strategic: It's time for finance to scale up its labor model
    Since it first emerged a few years ago within the finance and accounting groups of fast-growing technology organisations, the adoption of the flexible labor model has swiftly advanced across numerous industries and companies of all sizes. The finance and accounting group has always needed a flexible approach to its labor model due to unexpected changes in business units, automation platforms or…

  • Survey

    April 17, 2025
    Private equity risk insights
    According to findings from Protiviti’s latest Top Risks survey, executives and board members from PE firms and their portfolio companies are facing several complex and interconnected risks — operational, macroeconomic and strategic — that could derail their value-creation efforts. In addition to economic-related worries, cyber threats rank as a top risk issue for this industry group, and with…

  • Video

    December 15, 2025
    Video | From Declines to Approvals: How Kipp Is Transforming Payment Outcomes
    In the second episode of Protiviti’s Fintech Innovation Series, part of our Modern CIO Dilemma campaign, Melissa Desjardins, a director within Protiviti’s Technology Consulting solution, sits down with Chanan Lavi, founder of Kipp, to explore the next wave of innovation in the payments ecosystem. Their conversation delves into the challenges of payment declines, the importance of collaboration…

  • In Focus

    April 25, 2025
    Navigating the DOJ final rule on bulk sensitive personal data: What does it mean for your business?
    Multinational organisations must now comply with a sweeping new U.S. Department of Justice rule that restricts the transfer of bulk sensitive personal data to foreign adversaries. The rule, established under Executive Order 14117, went into effect earlier this month and introduces prohibitions and controls on data transactions involving countries of concern such as China, Russia, Iran, North…
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