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 PE insights Our services 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 & Wealth 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 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 Adam Johnston Adam is the country market lead for Hong Kong. With over 15 years’ experience, he has spent much of his career consulting to Fortune 500 organisations, helping them solve complex transformation, and resourcing programs and projects. Adam’s specialisation is ... Learn More Jenny Wong Jenny is a managing director with over 12 years’ experience specialising in financial services, finance transformation, and change management. She is a key member of the global enterprise solutions team working on client engagements for Protiviti and Robert Half.  ... Learn More Featured insights BLOGS Maximise Value Through Strategic Procurement and Supply Chain Management In today’s dynamic and challenging business landscape, private equity (PE) firms and their portfolio companies are increasingly recognising the strategic value of robust procurement and supply chain management and its role as a pivotal driver of... 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... 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 21st-Century Board Oversight of Talent Acute talent shortages across numerous industries underscore the risks emanating from outdated, reactionary approaches to managing people, succession and culture. The question arises, what is the board’s role in forging a 21st-century approach to... NEWSLETTER 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... NEWSLETTER Private Equity Insights Q1 2024 After decades of globalisation shaping the world order, businesses are now forced to accept a new reality. Organisations are increasingly focused on mitigating risks from non-linear, disruptive events stemming from bleeding-edge innovation, political... WHITEPAPER Enabling Enterprise AI Adoption Through Next-Generation Governance Artificial intelligence (AI) has become increasingly important in the enterprise, thanks in part to the rise of generative AI (GenAI). While not a new technology or concept, AI (including machine learning) holds tremendous promise to transform... 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