We provide a wide spectrum of services to Private Equity portfolio companies, including statutory audits, tax and transaction services for acquisitive groups. Our governance, risk and control assurance team can also support across a range of linked services, including internal audit, for both Private Equity-backed groups and Private Equity firms looking for assurance over their portfolio.
Audit
No matter the size or sector of your Private Equity portfolio companies, our specialist Audit team can support their needs, providing vital assurance and a valuable, independent review process.
Our team of specialists can support portfolio companies through their lifecycle, offering a range of services to facilitate growth.
Our statutory audit and account preparation team can address concerns with internal controls, helping to strengthen processes, whilst supporting disclosure requirements (including covenants, securities and parental guarantees), EMI and share options and payroll.
Governance, Risk & Controls Assurance and Internal Audit
Our Governance, Risk and Controls Assurance team has a track record of delivering comprehensive solutions to assist our clients in proactive risk management and effective internal controls.
Our expert team offers a full range of services for Private Equity portfolio companies, including governance framework and board effectiveness reviews, ESG assurance and reporting to funds, internal controls due diligence and internal audit.
We pride ourselves in helping clients to implement effective internal audit functions as well as supporting in-house teams to deliver their internal audit plans. Our flexible approach ensures you benefit the most from our expertise.
Tax
We provide a full range of tax due diligence, advisory, structuring and compliance services to Private Equity portfolio companies across all taxes.
The integration of portfolio companies into a tax efficient structure can help drive maximum value for Private Equity firms. The tax affairs of your portfolio companies will vary in complexity; our bespoke approach allows you to vary the level of support required. We can provide a fully outsourced tax function, or advice focused on discrete projects or specific taxes.
On acquisitions, our experienced Tax team can provide a wide range of services and support, including identifying tax exposures or issues effecting future integration, assessing risk, advising on the acquisition structure and providing input on tax aspects of the SPAs and other legal documentation.
We also work with companies post-acquisition to implement tax integration and manage all ongoing tax compliance and reporting requirements, as well as optimising the structure and preparing them for onwards sale or an exit for the Private Equity firm.
Transaction Services
We provide a flexible, tailored approach to supporting Private Equity portfolio companies, reflecting their size and complexity, alongside the experience of the people involved. Our experts can act as the in-house M&A team, right through to one-off reviews. Our capability to be flexible on the scope of our work and reporting allows us to support your needs. We will work alongside your team so management can concentrate on the deal or the business, knowing that we are focusing on the issues that matter.
Our services include a full suite of due diligence, tax advisory and structuring, pre-transaction support (such as LOLs) and general transaction advisory support including SPA reviews. We also work alongside our Business Solutions team to support post-transaction integration, ranging from migration of accounting systems and system health checks, rebuilding ledgers or interim/full support with an outsourced finance function.
If there is going to be an exit through a listing our Capital Markets team can support the IPO across a number of exchanges. Each transaction is different, and we use the skills of our Transaction Advisory team to ensure that we bring the right people to the project, typified by a hands-on collaborative approach.
Valuations
Our specialist Valuations team can support your portfolio companies’ technical valuation requirements for financial reporting, arising from the transaction.
Our services include, but are not limited to, the valuation of deferred consideration or earn-out arrangements; buy-outs structured through a NewCo stack – which will often require goodwill to be allocated through a Purchase Price Allocation (PPA); and valuation of management compensation structures.
