Private Equity We help Private Equity firms realise the full potential of their investments. Protiviti Private Equity consulting experts focus on the Private Equity firms’ deal thesis for each portfolio company, balancing strong EBITDA growth with prudent controls and compliance. Our approach is one of collaboration and communication with the PE firm and portfolio executives, always mindful of the purpose for which we are hired with an emphasis on speed, quality, ROI and client satisfaction. We work with both general industry and industry specialist PE firms and their portfolio companies across all industries, creating functional engagement teams composed of subject matter experts representing both solution and industry expertise. Engaging Protiviti’s Private Equity consulting professionals at the beginning of an investment is a strategic and valuable decision for both PE firms and portfolio companies. We partner together, fostering a collaborative relationship focused on maximising value, risk reduction, business performance improvement, and eventually, increased multiples to maximise exit value. Private Equity Insights Quarterly Newsletter Protiviti publishes a wealth of knowledge that is critical for all organisations to understand. This newsletter summarises those thought leadership pieces specifically with Private Equity in mind. Read the latest issue here What we do Sectors we serve Our approach Our Services PE insights Leadership Insights Client stories Sectors we serve Pro Briefcase PE Firms Our team works alongside both investment professionals & portfolio operations teams to assure the portfolio companies they are invested in are equipped to achieve their value plan. Pro Building office Portfolio Companies We provide services that can assist companies in any stage, from infancy all the way through public company transformation or sale. Pro Document Stack Asset Management Our team works with front, middle and back-office professionals across all three lines of defense to ensure that Asset & Wealth Management firms are equipped with customised solutions to increasing industry complexities. Our Approach Protiviti addresses needs throughout the investment lifecycle, beginning with the due diligence activities relating to IT, finance & accounting, reporting & performance, and operations. In the Integration phase, we assist Private Equity firms across all aspects of portfolio company integration, focusing on the Six Elements of Infrastructure: policies, procedures, people & organisation, reporting, methodologies, and systems & data.Protiviti works directly with portfolio companies’ executives to improve their operations in business performance, IT, internal audit, compliance, and financial management. As a trusted advisor Protiviti is positioned to help a management team navigate, execute and monitor strategic initiatives that contribute to value creation and achieving the investment thesis.When it is time to exit an investment, Protiviti’s experts can help. We assist in sell-side due diligence and exit strategy – whether it be via IPO, strategic acquisition, or secondary sale. Protiviti’s Private Equity Consulting professionals have decades of combined experience in preparing companies for IPOs, mergers & acquisitions, and other types of exits. Subscribe to PE Insights Protiviti publishes a wealth of knowledge that is critical for all organisations to understand. This quarterly newsletter summarises those thought leadership pieces specifically with Private Equity in mind. Learn More Our Private Equity Services Protiviti’s team of Private Equity Consulting professionals provide valuable assistance and guidance to Private Equity firms and their portfolio companies, worldwide, across all industries, as they seek to reinforce, rationalise and/or adapt internal investment and financial operations. ESG & Private Equity Sustainability continues to evolve as investors and companies recognise that supporting environmental, social and governance (ESG) issues is essential to survive in the marketplace. Whether mandated by a fund’s LPs or a portfolio company’s regulator, PE firms must react and respond to increasing ESG requirements, from carbon accounting to board diversity reporting. Our services include:Strategy & PlanningStakeholders & PeopleData Management & ToolsSustainable OperationsPerformance & ReportingGovernance, Risk & ComplianceSustainable Culture & Sustainable Organisation Learn More Technology Consulting Whether you are looking to automate your funds flow process, modernise fund reporting technology, or embark on an end-to-end transformation journey across your investment portfolio, our technology consulting solutions can help. Our services range from strategy, design, and development through implementation, risk management, and managed services. Cyber security CloudData & analyticsApplication innovation & modernisationTechnology strategyManaged technology solutions Learn More Legal Consulting Our legal consulting professionals provide a blend of alternative legal services to help PE in-house counsel reduce risks and realise revenue savings while optimising the legal function. We support organisations throughout the entire lifecycle of transactions from due diligence through post-transaction transition. Our services include:Contracts managementLegal risk and complianceLitigation, investigations, and disputesInformation governance Managed data Corporate transactions Learn More Supply Chain & Operations Continuous cost and risk reduction pressure, higher customer demands for quality, delivery, and overall performance, and revenue assurance require companies to continually identify opportunities to remain competitive. Protiviti supply chain experts work closely with key stakeholders through innovative supply chain solutions resulting in improved processes, reduced costs, and optimised working capital to address these growing challenges and complexities. Service offerings include:Sourcing and procurement transformation Supply chain innovationOperations and performanceSustainable operations Learn More Digital Protiviti’s Digital practice combines advisory growth strategies with practical customer engagement and growth solutions to improve revenue generation across multiple business areas. By leveraging agility and scale best practices, Protiviti Digital helps PE firms and their portfolio companies:Ignite digital transformationAmplify marketingAccelerate salesCraft digital productsConnect customer experiencesUnlock experience technologyLearn More Mergers & Acquisitions Protiviti’s Transaction team assists Private Equity Groups by analysing proposed or existing transactions and empowering organisations to address financial and operational risk. We provide meaningful analysis that is specifically adapted to your unique situation and that helps you to effectively prepare for and execute a transaction. Core support areas include:Buy-side and sell-side diligenceIntegration planning, synergy identification, and risk assessmentSynergy deep dive and validationFinancial validationDiligence program management and execution Learn More Finance Transformation Protiviti helps Private Equity finance leaders address their current challenges, prepare for future challenges, and explore opportunities for continuous growth, delivering innovative solutions and supporting finance as a forward-thinking, strategic partner for the business, optimising costs, and enhancing revenue.Finance and accounting process optimisationFinance technology and dataCost and performance managementTarget operating modelFinancial reporting remediation and complianceBusiness planning & analysisLearn More Employee Experience Protiviti helps Private Equity firms, and their portfolio companies determine the talent, skills and experiences needed to meet their future business objectives. We help reimagine all the moments that matter between employee and employer, focusing on employee experience in the areas of culture, people, total rewards, work, and technology.HR transformationCulture and organisational transformationFuture of workChange management and communicationsWorkforce analytics Learn More Leadership Rob Gould Rob is a Managing Director in the Business Performance Improvement Solution in Protiviti’s Metro New York Region. Rob leads Protiviti’s Global Private Equity Practice and has been providing professional consulting services to corporate clients and their owners for more ... Learn More Anneke Wieling Anneke is the Practice Lead for Protiviti’s European Business Performance Improvement practice and the Amsterdam office. She joined Protiviti in in January 2006. Previously she worked in the advisory practice of KPMG. In addition to her consulting experience, Anneke has ... Learn More Featured insights BLOG Leveraging FinOps in Private Equity This is the second in a two-part series around controlling cloud cost challenges in FinOps. Part 1 can be found here. FinOps provides organizations with a strategic framework for optimizing cloud costs while fueling growth initiatives. By adopting... BLOG Controlling Cloud Cost Challenges in Private Equity: How FinOps Leads the Way According to the Flexera 2024 State of the Cloud report, 84 percent of organizations cite cost optimization as their top cloud initiative. Private equity firms are experts in identifying and exploiting growth opportunities in their portfolio... BLOG Leveraging Procurement for a Competitive Advantage in Private Equity The big picture: Robust procurement and supply chain management play a strategic role as pivotal drivers of value creation and operational excellence. Why it matters: A strategic procurement can help firms unlock value and drive performance... VISION AIR's Jo Ann Barefoot on AI, automation and the future of financial regulation “If we look at the financial sector, it is changing as much as anything else around us in terms of technology, digitization, tokenization, all the trends that we’re living with, and it really matters. It’s an area where if it doesn’t work well,... SURVEY 2024 Global Finance Trends Survey Explore key findings from our finance survey on CFO transformations and global trends, emphasising tech's role in strategic growth and security. NEWSLETTER Private Equity Insights Q3 2024 In this issue of Private Equity Insights, we discuss our latest Global Finance Trends Survey results. CFOs and finance leaders around the world rated their top finance priorities. Our intent is for PE firms to use this intelligence to design and... Button Button Private equity-owned healthcare company takes on revenue recognition to strengthen its IPO foundation Complex revenue arrangements, multiple services and a plethora of payment options create a tangled web for healthcare companies — a web they must untangle to properly account for revenue, especially if they are part of a portfolio or considering a public offering on their own. Read more Finance transformation sets course for future success A U.S.-based global skincare company was unable to provide timely financial reporting and performance analytics to its key stakeholders and private equity sponsor. Read more