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. Contact Us Submit RFP Sectors we serve Client success Our services Alliance partners What's trending Leadership Survey January 22, 2026 5 min read Beyond the deal: Private equity’s outlook for accelerating portfolio growth Protiviti’s 2026 Top Risks insights reveal how the private equity industry is accelerating portfolio growth while navigating AI, cybersecurity and workforce challenges. Read more Sectors we serve PE Firms Portfolio Companies Asset & Wealth Management PE Firms 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 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 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.Read more Subscribe to PE Insights Protiviti publishes a wealth of knowledge that is critical for all organizations to understand. This quarterly newsletter summarizes those thought leadership pieces specifically with Private Equity in mind. Learn More Recent client successesRecent 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.Read more 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.Read more Protiviti reviewed and validated hundreds of complex contracts to improve data integrity and ensure revenue was recognized accurately, helping establish a scalable foundation for compliant financial reporting.Read more Protiviti reviewed and validated hundreds of complex contracts to improve data integrity and ensure revenue was recognized accurately, helping establish a scalable foundation for compliant financial reporting.Read more Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key stakeholders to redesign close, reporting, and forecasting processes, helping modernize how finance delivers transparency and supports more data-driven decisions.Read more Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key stakeholders to redesign close, reporting, and forecasting processes, helping modernize how finance delivers transparency and supports more data-driven decisions.Read more Our services for Private Equity Maximize Operations & Profitability Data Modernization Digital Value Creation AI Transformation Public Company Readiness Cybersecurity Maximize Operations & Profitability Finance & Operational ExcellenceAs 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 Modernization Data ModernizationWhen data is fragmented or unreliable, decision‑making slows. Protiviti works with portfolio companies to modernize 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 PerformanceCustomer expectations and competitive pressure are evolving faster than many legacy systems can support. Protiviti helps portfolio companies modernize core technology and digital capabilities so they can respond faster, innovate with confidence, and compete more effectively. AI Transformation AI TransformationProtiviti 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 ReadinessIPO 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 organizations for life as a public company. Learn more Cybersecurity CybersecurityCyber threats and regulatory pressure can create material risk for portfolio companies and deal outcomes. Protiviti helps private equity firms strengthen cybersecurity, privacy, and resilience programs to protect enterprise value and support confident growth and exit planning. Learn more Trusted alliance partner We partner closely with leading specialists across the private equity ecosystem, ensuring our clients receive the best solutions to meet their investment, value creation, and portfolio management objectives. Featured insights RESEARCH GUIDE Guide to Public Company Transformation: Frequently Asked Questions 110 min read Initial public offerings (IPOs) often generate a great deal of excitement and can give new luster to company brands. It is easy to forget that IPOs can only thrive in the right business climate – and for organizations that have undertaken the... FLASH REPORT An SEC Sea Change? Proposed Amendments Could Reshape the Public Company Landscape 12 min read On Tuesday, May 19, the U.S. Securities and Exchange Commission (SEC) announced proposed amendments that would change the public reporting framework to “better calibrate disclosure obligations with a company’s size and maturity.” The SEC also... SURVEY No AI visibility, no confidence | AI Pulse - Vol.4 10 min read AI risks are rising fast. Learn about shadow AI, cyber threats, and governance strategies to improve visibility and decision-making in Protiviti’s AI Pulse Survey Vol. 4. RESEARCH GUIDE Guide to AI Governance – Frequently Asked Questions 153 min read Learn more about AI governance frameworks, risks, ROI, compliance and enterprise strategy. Explore key insights in this AI Governance FAQs guide for CFOs, CIOs, CISOs and business leaders. BLOG AMLA May Not Be Your Supervisor – but It Is Redefining Your Risk 5 min read What Non‑EU Head Offices Need to Understand about Governing AML in an Era of Coordinated Supervision “Our parent company isn’t European, so AMLA isn’t really our regulator.” That assumption remains common among non‑EU headquartered groups. It is... INSIGHTS PAPER Due diligence reimagined: AI’s impact on valuations 9 min read Artificial intelligence is fundamentally reshaping how companies innovate, operate and compete. For a private equity firm assessing the value of a portfolio company or any enterprise, due diligence must include — and even hinges on — the prospect’s... Previous Article Pagination Next Article Featured client stories Data Transformation Enables Scalable FP&A for a Fiber Products Company 4 min read Discover how data transformation enabled a fiber products company to streamline FP&A, enhance reporting, and support scalable growth through modernized data governance. Finance Transformation Sets Course for Future Success 5 min read 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. Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key... Private equity-owned healthcare company takes on revenue recognition to strengthen its IPO foundation 5 min read 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... Previous Article Pagination Next Article Meet the Experts Guiding Private Equity Rob Gould Rob is a Managing Director in the Business Performance Improvement Solution in Protiviti’s Metro New York Region. Rob leads Protiviti’s Global Private Equity Practice and has been providing professional consulting services to corporate clients and their owners for more ... Learn More Frank Kurre Frank L. Kurre is a Managing Director at Protiviti Inc. He has extensive governance, risk, internal audit and compliance experience. Based in New York, Frank leads the firm’s global board governance, CEO and alumni programs and is also responsible for worldwide services ... Learn More Bryan Throckmorton Bryan Throckmorton, Managing Director, CIO Solutions - Private Equity, leads the firm's Global Digital Strategy & Transformation Segment. Throughout his 20+ year career, Bryan’s work has been on the leading edge of data driven and digital strategy and execution, ... Learn More Andrea Vardaro Thomas Andrea is a Managing Director in Protiviti’s Business Performance Improvement Solution based in New York City. Andrea leads Protiviti’s Business Planning & Analysis practice, providing clients with the necessary tools to navigate complex scenarios, adapt to business ... 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, modernize 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 optimization, Protiviti helps portfolio companies improve decision‑making, modernize 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.
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.Read more
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.Read more
Protiviti reviewed and validated hundreds of complex contracts to improve data integrity and ensure revenue was recognized accurately, helping establish a scalable foundation for compliant financial reporting.Read more
Protiviti reviewed and validated hundreds of complex contracts to improve data integrity and ensure revenue was recognized accurately, helping establish a scalable foundation for compliant financial reporting.Read more
Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key stakeholders to redesign close, reporting, and forecasting processes, helping modernize how finance delivers transparency and supports more data-driven decisions.Read more
Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key stakeholders to redesign close, reporting, and forecasting processes, helping modernize how finance delivers transparency and supports more data-driven decisions.Read more
