Private Equity

Private equity firms face increasing pressure to create value over longer holding periods while managing risk and preparing for successful exits. Protiviti brings deep private equity experience and practical execution to help sponsors and portfolio companies accelerate performance across the investment lifecycle.

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 defence to ensure that Asset & Wealth Management firms are equipped with customised solutions to increasing industry complexities.

Recent client successes

Recent client successes highlight how Protiviti helps private equity firms and their portfolio companies accelerate value creation through improved performance, transparency, and execution.

Explore client success stories

Protiviti helped a private equity–owned healthcare company strengthen revenue recognition processes and controls, accelerating the financial close and improving reporting accuracy to support IPO readiness and investor confidence.

Protiviti reviewed and validated hundreds of complex contracts to improve data integrity and ensure revenue was recognised accurately, helping establish a scalable foundation for compliant financial reporting.

Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key stakeholders to redesign close, reporting, and forecasting processes, helping modernise how finance delivers transparency and supports more data-driven decisions.

Maximise Operations & Profitability

Finance & Operational Excellence

As portfolio companies scale, operational complexity often increases faster than controls and insight. Protiviti helps simplify operations, automate core processes, and strengthen financial discipline to improve margins and support sustainable growth.

Learn more

Data Modernisation

Data Modernisation

When data is fragmented or unreliable, decision‑making slows. Protiviti works with portfolio companies to modernise data architectures, improve data quality, and enable analytics that support performance, innovation, and scale.

Learn more

Digital Value Creation

Digital Value Creation: Accelerating Portfolio Company Performance

Customer expectations and competitive pressure are evolving faster than many legacy systems can support. Protiviti helps portfolio companies modernise core technology and digital capabilities so they can respond faster, innovate with confidence, and compete more effectively.

AI Transformation

AI Transformation

Protiviti helps private equity firms and portfolio companies identify where AI can deliver real business impact, then design and deploy solutions that improve efficiency, decision making, and profitability. Our teams focus on practical use cases, rapid deployment, and strong governance to ensure AI investments deliver measurable results.

Public Company Readiness

Public Company Readiness

IPO readiness demands accurate reporting, disciplined governance, and scalable controls. Protiviti works with private equity sponsors and portfolio companies across IPOs and mergers and acquisitions to accelerate close processes, support SEC and SOX requirements, and prepare organisations for life as a public company.

Learn more

Cybersecurity

Cybersecurity

Cyber threats and regulatory pressure can create material risk for portfolio companies and deal outcomes. Protiviti helps private equity firms strengthen cybersecurity, privacy, and resilience programmes to protect enterprise value and support confident growth and exit planning.

Learn more

Frequently Asked Questions

+ EXPAND ALL

How does Protiviti support private equity firms across the investment lifecycle?

Protiviti works with private equity sponsors and portfolio company management teams from acquisition through exit. Our teams help address operational challenges, modernise technology and data, manage risk, and prepare companies for liquidity events.

Does Protiviti work directly with portfolio companies or only with sponsors?

Protiviti works with both. We partner with private equity firms at the fund level and engage directly with portfolio companies to deliver hands‑on support tailored to each company’s priorities, maturity, and value creation plan.

How does Protiviti help private equity firms drive value creation beyond cost reduction?

In addition to cost optimisation, Protiviti helps portfolio companies improve decision‑making, modernise operations and technology, strengthen financial discipline, and unlock growth opportunities. These efforts are designed to improve performance, scalability, and exit readiness.

Can Protiviti support IPO readiness and other liquidity events?

Yes. Protiviti supports public company readiness by strengthening financial reporting, governance, internal controls, and compliance processes. Our teams help portfolio companies prepare for IPOs, carve‑outs, and other transactions that require public‑company‑level rigor.

How does Protiviti help private equity firms manage risk across their portfolios?

Protiviti helps identify and address risks related to cybersecurity, regulatory compliance, financial reporting, and operational resilience. By strengthening controls and governance, we help protect enterprise value and reduce disruption throughout the investment period.

Search in Protiviti.com

Private Equity