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  • Podcast Transcript

    October 5, 2020
    Transcript- A Private Equity Perspective on Legal Services
    A Company in Your Portfolio Requires Legal Counsel – What Are Your Options? Protiviti Managing Director Rob Gould and Robert Half Managing Director Joel Wuesthoff discuss options for PE firms to access legal counsel and services. It is common for companies expanding through acquisitions to outgrow their in-house capabilities. This is often the case with legal services during acquisitions, when…

  • Client Story

    May 26, 2023
    Specialty insurer standardizes policy platforms to deliver operational efficiencies ahead of IPO
    A global specialty insurance organization had been growing rapidly through a roll-up strategy to position itself for an initial public offering (IPO). The acquisitions created multiple underwriting and policy management processes and systems that were hindering operational efficiency. Executive leadership understood that to achieve the highest equity valuation possible it would need to…

  • Whitepaper

    June 27, 2023
    What Role Should Compliance Play in ESG?
    Regulators and many other stakeholders are intently focused on how financial institutions address environmental, social and governance (ESG) matters. Within financial institutions, boards of directors, executive management and much of the C-suite are weighing in on the ESG strategy and approach. Chief compliance officers (CCOs), though, have been remarkedly silent. This void raises the obvious…

  • Survey

    November 13, 2019
    An Urgent Call for KYC Optimization - A Global Market Study Calling for KYC Innovation and Collaboration
    Protiviti and the International RegTech Association (IRTA) conducted a global study to investigate the effectiveness of existing (AML) know your customer (KYC or AML/KYC) processes, their impact on customer experience across various jurisdictions and the efforts by financial institutions to innovate KYC controls. This study focuses on the optimization of KYC processes. It provides a blueprint for…

  • Podcast

    April 17, 2026
    Podcast | Computing on PQC-Encrypted Data – with Dr. Kurt Rohloff of Duality Technologies
    What if you could crunch numbers on a dataset without ever actually seeing the sensitive information inside? Dr. Kurt Rohloff, co-founder and CTO of Duality Technologies, joins host Konstantinos Karagiannis to explain the wild capabilities of Fully Homomorphic Encryption (FHE), which allows for computation on data while it remains fully encrypted. Because FHE is built on lattice-based…

  • Client Story

    April 7, 2026
    Data Transformation Enables Scalable FP&A for a Fiber Products Company
    Discover how data transformation enabled a fiber products company to streamline FP&A, enhance reporting, and support scalable growth through modernized data governance.

  • Newsletter

    July 6, 2026
    Private Equity Insights Q2 2026
    In this edition of Private Equity Insights, we explore what it takes to close the gap between ambition and execution—highlighting perspectives on IPO readiness, post-deal value creation, and real-world transformation in action.

  • Newsletter

    September 12, 2025
    Private Equity Insights Q3 2025
    In this issue, we explore how AI is reshaping the agenda for today’s business leaders. Drawing on Protiviti’s latest AI Pulse Surveys, we highlight where executives are investing and the challenges they see ahead. We then look at the policy landscape, including the potential impact of Trump’s “America First” AI strategy, before turning to how CFOs are navigating disruption in an AI-driven economy…

  • Whitepaper

    July 27, 2021
    Private Equity Imperatives – ESG, Effective Due Diligence and FP&A
    Subscribe to our quarterly PE Insights newsletter to get the latest issue emailed to you.

  • Whitepaper

    August 23, 2021
    Agile is strategic: It's time for finance to scale up its labor model
    Since it first emerged a few years ago within the finance and accounting groups of fast-growing technology organizations, the adoption of the flexible labor model has swiftly advanced across numerous industries and companies of all sizes. The finance and accounting group has always needed a flexible approach to its labor model due to unexpected changes in business units, automation platforms or…
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