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Private Equity

elliott davis

Investment support at every step.

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Private equity operates in a continuous lifecycle—sourcing and executing transactions, improving performance during the hold period, and positioning portfolio companies for a successful exit. As new technologies, data capabilities, and operating models emerge, firms have more opportunities to modernize financial infrastructure, improve performance visibility, and enhance profitability. Elliott Davis helps sponsors translate these opportunities into practical, execution-ready strategies.

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Our customers

We draw on service and industry specialists across all of Elliott Davis to fully address the unique needs of our customers — no matter what their goals or situations look like.

Private Equity Sponsors
Investment Bankers
Lenders
Strategic Partners

solutions overview

Buy-Side Financial Due Diligence

  • Quality of Earnings and Revenue
  • Analyses of Working Capital, Debt and Debt-like Items, and Profitability
  • Debt and Debt-like Items and Profitability
  • Analyses of Business Trends and Potential Risks
  • Accounting Systems Assessments
  • Carve-outs
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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CFO, Controller and Advisory Services

  • Interim or ongoing financial leadership
  • Development and implementation of policies and procedures
  • Advisory planning meetings with management
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Commercial Due Diligence

  • Competitive Landscape
  • Market Sizing and Opportunity
  • Customer Segmentation and Analysis
  • Strategy and Revenue Expectations
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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IT Due Diligence

  • IT
  • Cybersecurity
  • Compliance and Data Privacy
  • Corrective Action Plan Development
  • Remediation Assistance
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Strategy & Growth

Get a clear, action-oriented roadmap that drives revenue and profitability.

Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Transactional Readiness & Deal Advisory

Enhance due diligence decision making and increase post-close integration potential.

Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Business Strategy & Succession Planning

Enable future-forward strategic decision making and identify opportunities to drive EBITDA for portfolio companies.

Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Tax Advisory

Optimize deal structuring and address tax considerations early to create growth opportunities.

Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Financial Modeling and Decision Support

Using financial, accounting, and business metrics to create a forecast of a company's future performance.

Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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featured insights

Most companies don't need a better budget. They need a planning systemMost companies don't need a better budget. They need a planning system

Most companies don't need a better budget. They need a planning system

Many companies outgrow traditional budgeting before they realize it. Learn how modern FP&A connects forecasting, scenario planning, operational drivers, and strategy.

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August 18, 2026
Understanding the Cash vs. Tax Carry Mismatch in Private Equity FundsUnderstanding the Cash vs. Tax Carry Mismatch in Private Equity Funds

Understanding the Cash vs. Tax Carry Mismatch in Private Equity Funds

Learn why private equity GPs may owe taxes on carried interest before receiving cash distributions and explore strategies to manage tax and liquidity risk.

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August 17, 2026
Your next CFO probably isn't looking for a jobYour next CFO probably isn't looking for a job

Your next CFO probably isn't looking for a job

Finding the right CFO is harder than ever. Learn why top candidates aren't applying, when to use executive search, and how to reduce hiring risk.

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August 11, 2026
Trends in charitable giving: Tax advantages of partnership interest donationsTrends in charitable giving: Tax advantages of partnership interest donations

Trends in charitable giving: Tax advantages of partnership interest donations

Learn the tax advantages, risks, valuation rules, and estate planning benefits of charitable partnership interest donations.

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July 17, 2026
A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive valueA seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

Prepare your business for sale with integrated financial, tax, and technology diligence. Reduce risk, defend value, and strengthen buyer confidence.

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July 7, 2026
Financial readiness for MedSpa owners: Preparing for private equity the right wayFinancial readiness for MedSpa owners: Preparing for private equity the right way

Financial readiness for MedSpa owners: Preparing for private equity the right way

Prepare your MedSpa for private equity with financials that stand up to scrutiny. Improve EBITDA clarity, streamline diligence, and protect valuation.

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July 1, 2026

The team

meet our Private Equityspecialists

Scott Powers

Principal

Brett Lanzl

Shareholder

Eric D. Pitts

Shareholder

Nick Stuart

Principal

Andrew Clementi

Shareholder

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Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

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Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

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