your advisor for Private Equity

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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

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.

Article
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.

Article
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.

Article
July 1, 2026
Six macroeconomic forces influencing alternative investments in 2026Six macroeconomic forces influencing alternative investments in 2026

Six macroeconomic forces influencing alternative investments in 2026

Explore macroeconomic forces shaping alternative investments in 2026, including interest rates, inflation, AI investment, liquidity, and global fragmentation.

Article
June 18, 2026
Unlocking 1202 QSBS value across the private equity portfolioUnlocking 1202 QSBS value across the private equity portfolio

Unlocking 1202 QSBS value across the private equity portfolio

Discover how to leverage the Section 1202 QSBS gain exclusion across your private equity portfolio.

Article
April 15, 2026
Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readinessIs your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.

Article
February 25, 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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by category

All Industries

Closely Held Business

Construction

Entertainment & Sports

Financial Services

Healthcare

Manufacturing & Distribution

Not-for-Profit

Private Equity

Professional Services

Real Estate

Technology

Industries

Solutions by Industry

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.

Advisory

Human Capital

Succession Planning

Strategy & Growth

Operational Excellence

Governance, Risk, & Compliance

Fraud & Forensic Accounting

Family Law Litigation Support

Sustainability & ESG

Commercial Litigation Support

Business Valuation Consulting

Business Turnaround & Recovery

Client Accounting Advisory Services

Transaction Advisory

Solutions

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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