find your solution.

search for solutions by category, industries, insights, and people.

your advisor for Private Equity

contact us

Industries

Private Equity

elliott davis

Investment support at every step.

get in touch

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.

get in touch

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.
view solution

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.
view solution

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.
view solution

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.
view solution

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.
view solution

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.
view solution

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.
view solution

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.
view solution

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.
view solution

featured insights

Using margin analysis to strengthen healthcare operationsUsing margin analysis to strengthen healthcare operations

Using margin analysis to strengthen healthcare operations

Discover how margin analysis empowers multi-specialty healthcare practices across the U.S. to improve profitability, optimize operations, and make smarter decisions through financial visibility.

December 3, 2025
Audit ready: A first-time guide for private equity fund managers — SBIC vs. regular structuresAudit ready: A first-time guide for private equity fund managers — SBIC vs. regular structures

Audit ready: A first-time guide for private equity fund managers — SBIC vs. regular structures

Discover how private equity fund managers can prepare for audits at the fund level. Learn key differences between SBIC and non-SBIC structures, common pitfalls, and six practical steps to ensure compliance and protect investor confidence.

December 2, 2025
What every healthcare CFO should know about AI-driven efficiencyWhat every healthcare CFO should know about AI-driven efficiency

What every healthcare CFO should know about AI-driven efficiency

Discover how healthcare CFOs can harness AI to drive operational efficiency, reduce burnout, and improve patient outcomes. Learn scalable strategies for financial performance, workforce support, and compliance in U.S. healthcare systems.

November 18, 2025
Better together: How finance and operations are a winning teamBetter together: How finance and operations are a winning team

Better together: How finance and operations are a winning team

Discover how strategic alignment between Finance and Operations drives smarter decisions, agile execution, and sustainable growth, especially for healthcare providers navigating cost and performance challenges.

November 4, 2025
Tax Thursday in Three: October 30, 2025Tax Thursday in Three: October 30, 2025

Tax Thursday in Three: October 30, 2025

Elliott Davis provides quick updates on 2025 tax news

Video
October 30, 2025
2026 Tax Alert: The impact of California’s sourcing rules on asset managers2026 Tax Alert: The impact of California’s sourcing rules on asset managers

2026 Tax Alert: The impact of California’s sourcing rules on asset managers

Discover how California’s finalized market-based sourcing rules will reshape asset management taxation in 2026. Learn what CFOs and fund managers must do now to prepare for investor-based fee sourcing and expanded compliance obligations.

October 27, 2025

The team

meet our Private Equityspecialists

Scott Powers

Principal

Brett Lanzl

Shareholder

Eric D. Pitts

Shareholder

Nick Stuart

Principal

Andrew Clementi

Shareholder

find your solution

by industry
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.

contact our team.