Private Equity Solutions

Aiutiamo le società di Private Equity a realizzare il pieno potenziale dei loro investimenti.

Gli esperti del team Private Equity di Protiviti operano con l’obiettivo di perseguire, per ogni azienda in portafoglio, un bilanciamento tra una crescita dell'EBITDA con un adeguato assetto dei controlli. Il nostro approccio è di collaborazione e comunicazione con il Private Equity, le partecipate e i loro referenti, sempre consapevoli dello scopo per cui siamo assunti, con un'enfasi su velocità, qualità, ROI e soddisfazione del cliente.

Il ciclo di vita dell'investimento inizia con le attività di Due Diligence relative ai processi, alla finanza e contabilità, IT, sostenibilità e la conformità. La fase successiva del ciclo di vita è l'Integrazione, dove assistiamo i clienti nella definizione della direzione e nella pianificazione dei primi 100 giorni dal closing dell’operazione, lavorando direttamente con i referenti delle partecipate in portafoglio per migliorare le loro performance aziendali, i processi, il sistema dei controlli e la gestione finanziaria. L'ultimo passo nel ciclo di vita dell'investimento è l’exit.

Abbiamo un’esperienza ultradecennale nel settore del Private Equity attraverso il supporto alla società di PE sia nel processo di costituzione della società e di definizione dei processi e del sistema dei controlli, nonché, attraverso la consolidata esperienza nel risk management, nelle fasi di valutazione delle opportunità di investimento, di rilevazione dei potenziali rischi e di sviluppo di un programma di monitoraggio della rischiosità della partecipata e del portafoglio durante tutto il periodo di investimento.

Assistiamo i clienti nella due diligence “lato vendita” e nella strategia di uscita - sia quest’ultima tramite IPO, acquisizione strategica o vendita secondaria e nell’attività di due diligence ESG e di monitoraggio ESG in accordo con le recenti normative introdotte.

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 & 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 customized 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 & organization, 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.

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, rationalize and/or adapt internal investment and financial operations.

Technology Consulting

Whether you are looking to automate your funds flow process, modernize 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.

AI transformation
Cyber security
Cloud
Data & analytics
Application innovation & modernization
Technology strategy
Managed technology solutions

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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, optimizing costs, and enhancing revenue.

Finance and accounting process optimization
Finance technology and data
Cost and performance management
Target operating model
Financial reporting remediation and compliance
Business planning & analysis

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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 transformation
Amplify marketing
Accelerate sales
Craft digital products
Connect customer experiences
Unlock experience technology

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Mergers & Acquisitions

Protiviti’s Transaction team assists Private Equity Groups by analyzing proposed or existing transactions and empowering organizations 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 diligence
Integration planning, synergy identification, and risk assessment
Synergy deep dive and validation
Financial validation
Diligence program management and execution

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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 optimized working capital to address these growing challenges and complexities. Service offerings include:

Sourcing and procurement transformation
Supply chain innovation
Operations and performance
Sustainable operations

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Legal Consulting

Our legal consulting professionals provide a blend of alternative legal services to help PE in-house counsel reduce risks and realize revenue savings while optimizing the legal function. We support organizations throughout the entire lifecycle of transactions from due diligence through post-transaction transition. Our services include:

Contracts management
Legal risk and compliance
Litigation, investigations, and disputes
Information governance
Managed data
Corporate transactions

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ESG & Private Equity

Sustainability continues to evolve as investors and companies recognize 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 & Planning
Stakeholders & People
Data Management & Tools
Sustainable Operations
Performance & Reporting
Governance, Risk & Compliance
Sustainable Culture & Sustainable Organization

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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 transformation
Culture and organizational transformation
Future of work
Change management and communications
Workforce analytics

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Private Equity Insights

Quarterly Newsletter

Protiviti publishes a wealth of knowledge that is critical for all organizations to understand. This newsletter summarizes those thought leadership pieces specifically with Private Equity in mind.

Read the latest issue here