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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

Do you need a SOC report? Here’s how to get oneDo you need a SOC report? Here’s how to get one

Do you need a SOC report? Here’s how to get one

As cyber threats rise, businesses need SOC reports to build trust, enhance security, and prove compliance.

February 13, 2025
The growing demand for sustainable supply chainsThe growing demand for sustainable supply chains

The growing demand for sustainable supply chains

Suppliers in consumer goods, manufacturing, and retail sectors should meet rising buyer demands for sustainable supply chains. Buyers now rely on standardized frameworks to evaluate suppliers' sustainability efforts.

February 10, 2025
Tariffs and tax uncertainty threaten business strategies in 2025Tariffs and tax uncertainty threaten business strategies in 2025

Tariffs and tax uncertainty threaten business strategies in 2025

Expiring TCJA provisions, potential tax hikes, new income tax disclosure rules, and proposed tariffs could disrupt supply chains, increase costs, and impact financial strategies in 2025.

February 3, 2025
Tax policy in transition: Strategies for the post-election era replayTax policy in transition: Strategies for the post-election era replay

Tax policy in transition: Strategies for the post-election era replay

In anticipation of the US presidential administration transition, this webinar covers a variety of topics including expiring TCJA provisions, accounting methods, individual, trust, and estate tax implications, international tax, and tariffs and trade.

December 19, 2024
The impact of AI on business: A sector-by-sector guide – Article 4The impact of AI on business: A sector-by-sector guide – Article 4

The impact of AI on business: A sector-by-sector guide – Article 4

AI is transforming industries by enhancing efficiency, decision-making, and innovation across sectors like healthcare, finance, manufacturing, and retail. As businesses adapt to AI-driven advancements, they must navigate challenges like data privacy and ethical considerations while leveraging AI’s potential to drive growth and competitive advantage.

Article
September 19, 2024
Helping an investment firm achieve convenience and efficiency gain by migrating from QuickBooks Desktop to QuickBooks OnlineHelping an investment firm achieve convenience and efficiency gain by migrating from QuickBooks Desktop to QuickBooks Online

Helping an investment firm achieve convenience and efficiency gain by migrating from QuickBooks Desktop to QuickBooks Online

July 23, 2024

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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