Private Equity Groups and Portfolio Companies

The private equity business is high stakes and fast paced. You balance risk with opportunity and know it takes the right team to keep a deal on track. Before, during and after a transaction, you require accurate information and careful analyses performed by experienced assurance, tax, due diligence, business valuation and consulting advisors. Our Private Equity Services team integrates and deploys these key disciplines through a 360° service approach that addresses all stages of your transaction.

Private Equity Solutions

We understand the unique needs of private equity groups and their portfolio companies and have assembled a team of financial and tax professionals who provide comprehensive assistance through all phases of the investment lifecycle.

Fund-level Services

  • Fund Audits and Compliance
  • Tax Compliance
  • Wealth Management
  • Partnership Reporting
  • Valuation Services

Portfolio-level Services

Investing Stage

  • Financial due diligence
  • Tax due diligence
  • Tax structuring
  • Risk management
  • IT assessments

Closing Stage

  • Purchase price adjustments
  • Asset valuation
  • Integration consulting
  • Purchase price allocation
  • Opening balance audit sheet
  • Tax compliance

Growing Stage

  • Tax strategies & compliance
  • Financial statement audits
  • International tax assistance
  • Strategic assessments and planning
  • Acquisition advisory
  • IT assessments and implementation
  • Employee benefit plans

Exiting Stage

  • Sell-side due diligence
  • Exit advisory and planning
  • Tax structuring
  • Wealth Management


Read more about our comprehensive services for private equity groups and portfolio companies.