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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

Talent’s Role in Private Equity’s PlaybookTalent’s Role in Private Equity’s Playbook

Talent’s Role in Private Equity’s Playbook

Explore how private equity firms can drive stronger returns by treating talent as a strategic asset. See why leadership, engagement, and succession planning fuel value creation.

April 23, 2025
Transforming financials for a multi-location healthcare practice ready for saleTransforming financials for a multi-location healthcare practice ready for sale

Transforming financials for a multi-location healthcare practice ready for sale

Elliott Davis transformed the financial operations of a multi-location healthcare practice, helping them overcome sell-side roadblocks and prepare for a successful sale.

Case Study
April 21, 2025
Key steps for private equity portfolio companies to drive audit efficiencyKey steps for private equity portfolio companies to drive audit efficiency

Key steps for private equity portfolio companies to drive audit efficiency

Private equity firms benefit from audit-ready financial to reduce delays, lower costs, and improve their overall audit experience.

April 14, 2025
Changes to the R&D Tax Credit Form 6765Changes to the R&D Tax Credit Form 6765

Changes to the R&D Tax Credit Form 6765

Businesses that claim a research and development (R&D) tax credit must file Form 6765, Credit for Increasing Research Activities. The IRS has introduced significant changes to Form 6765 to take effect in the 2024 filing season.

March 11, 2025
The ultimate 2025 ESG goal-setting roadmapThe ultimate 2025 ESG goal-setting roadmap

The ultimate 2025 ESG goal-setting roadmap

ESG goals matter in 2025, strengthening stakeholder relationships, aligning with global agreements, and managing risks. With stricter regulations, rising litigation, and increased greenwashing scrutiny, companies must set credible, measurable targets.

Article
February 24, 2025
Tax Alert: Proposal to end carried interest loopholeTax Alert: Proposal to end carried interest loophole

Tax Alert: Proposal to end carried interest loophole

Bipartisan push emerges to end carried interest tax loophole, with Trump backing reform. Fund managers' profits currently taxed at lower capital gains rate vs ordinary income. Change likely in 2025 tax bill.

February 20, 2025

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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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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