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.
Sectors we serve
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.
We provide services that can assist companies in any stage, from infancy all the way through public company transformation or sale.
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 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
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 specialise in assisting PE firms’ portfolio companies
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
- Financial Management
Transform your private company and prepare for IPO with our experts
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
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 enable your future success.
Public Company Transformation
Our team of Private Equity Consulting experts excels in Public Company Transformation and IPO Readiness, having helped 1 of every 6 US companies.