Private Equity

We help Private Equity firms realise the full potential of their investments.

Protiviti’s team of Private Equity Consulting professionals provides valuable assistance and guidance to Private Equity firms worldwide as they seek to reinforce, rationalise and/or adapt internal investment and financial operations. From transaction due diligence to portfolio company improvement to the investment’s ultimate exit, Protiviti’s Private Equity Consulting practice provides our clients with the insight and experience to help them realise the full potential of their investments.

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.

Portfolio Companies

We provide services that can assist companies in any stage, from infancy all the way through public company transformation or sale.

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 Private Equity consulting approach

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.

The investment lifecycle starts with Due Diligence activities relating to IT, finance & accounting, compliance, and operations. Next in the lifecycle is Integration where we assist in direction setting and 100-day planning. From there, we work directly with portfolio companies’ executives to improve their operations in business performance, IT, internal audit, compliance, and financial management. The last step in the investment lifecycle is Divestiture/Exit. We assist in sell-side due diligence and exit strategy – whether it be via IPO, strategic acquisition, or secondary sale.

Due diligence

Due diligence marks one of the most time-consuming and potentially costly components within the investment lifecycle. It is also one of the most important and valuable components, thanks to its acutely interdependent nature. We help Private Equity Firms on a full breadth of issues from minor negotiating points to major deal-breakers.

Set up a due diligence management office
IT Due Diligence
Financial & Accounting Due Diligence
Compliance Due Diligence
Operational Due Diligence

We help in both direction-setting and 100-day planning

Integration

Once a transaction is completed, the focus turns to integrate the new portfolio company into the greater organisation’s goals. We help in both direction-setting and 100-day planning.

Direction Setting
- IMO structure & charter
- Develop target operating model
- Risk, issue & dependency management
- Communications planning
- Day 1 planning
100-Day Planning
- Add-on & tuck-in integration planning, support & implementation
- HR, accounting/finance, IT, legal, procurement, sales, marketing, audit & compliance integration
- Operations, product and services integration
- Business improvement opportunity assessment

We help in both direction-setting and 100-day planning

We specialise in assisting PE firms’ portfolio company

Portfolio company operations

Cutting costs, adding value, and optimising business processes in portfolio companies is critical to realise a successful investment. We specialise in assisting PE firms’ portfolio company portfolio operation in all areas of needs.

Business Performance
Cyber Security
Data Privacy
ESG guidance and implementation
Internal Audit
Compliance
Financial Management

We specialise in assisting PE firms’ portfolio company

Transform your public company and prepare for IPO with our experts

Divestitures

We assist in sell-side due diligence and exit strategy – whether it be via IPO, strategic acquisition, or secondary sale. Our team of Private Equity Consulting experts excels in Public Company Transformation and IPO Readiness, having helped 1 of every 6 US companies* that became public registrants in the past decade.

Sell-Side Due Diligence
- Financial modeling
- Quality of earnings & cash flow assessment
- Support for EBITDA adjustments
- Working capital target analysis & optimisation
Exit Strategy
- Public company transformation
- IPO readiness (S-1 prep, financial reporting & close process, SOX, governance & IT)
- Tax structuring & planning
- Divestiture planning & execution

*Companies that raised >$50MM in proceeds

Transform your public company and prepare for IPO with our experts

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. Contact one of our subject matter experts today or visit https://www.protiviti.com/ to get the flexible, tailored solution that can help you face the future with confidence.