Private Equity
Covering the end-to-end private equity life cycle
Private equity deals abound with the challenges of operating in a dynamic, fast-paced environment. It takes extensive experience and a comprehensive understanding of the Canadian private equity industry to successfully find the best outcomes for clients.
What we do
We have built trusted relationships with our global reach and network, guiding clients in fund set-up, deal origination, portfolio strategy, optimization, and exit strategy.
We work across various investing classes and types, including buyout funds, minority growth funds, credit funds, infrastructure, real estate, and family offices.
Fund structuring
and administration
Recognizing that it is important for new funds to comply with limited partners and relevant governing authorities, we build tailored solutions for established or grassroot funds alike, employing our audit, tax compliance, fund structuring, and non-operational services.
Clients benefit from our world-class fund administration services, general partner and international tax planning services, regulatory and compliance support, and technology and operations support.
We also help implement third-party fund administration platforms tailored for specific situations. Capitalizing on our strong private equity capabilities, we ensure the required safeguards are put in place for funds to take the right first steps in private equity asset management.
Investment strategy,
deal origination and
execution
Through our Consulting team, we provide clients with the framework to establish and evolve their private equity investment strategies, while our corporate finance business team helps identify buying opportunities for private equity investors and taps our international network when the time comes to raise debt or equity capital.
Using our proprietary analytics tool, iDeal, and a vast network of subject matter specialists, our M&A practice helps perform holistic diligence on private equity deal flow. And through integration support, share purchase agreement (SPA) capability, and strategic deal structuring, we help clients mitigate the risks throughout the deal process, allowing for a seamless execution of private equity acquisitions.
Portfolio strategy, management,
and value creation
As a leading provider of private equity services, we offer strategic, financial, and management guidance to clients to help them manage their investments efficiently while increasing their value through innovative practices. Our professionals also work closely with management teams to provide bespoke business solutions for portfolio companies.
Using cutting-edge methodologies to create measurable value for our clients, we provide both strategic and tactical advice for multiple subject areas, including business strategy, performance improvement (revenue improvement, cost reduction, working capital optimization), technological optimization, organizational effectiveness, and operational excellence.
Exiting investments
We are ranked #1 by Mergermarket for the number of M&A deals we’ve completed in Canada and globally, which makes us a trusted choice to ensure maximum value for shareholders.
In 2020, our team served as the lead corporate finance advisor on 487 sell-side transactions worldwide with a value of US$110 billion; nearly 10% of these were in Canada, and included several private equity-owned portfolio companies.
Drawing on our deep experience in the private equity industry, we perform vendor due diligences and assess tax structures to ensure sale proceeds are maximized.
Explore our content
Private companies and COVID-19
Accessing the debt markets during and after the crisis
For private companies, accessing capital can be a challenge during ordinary times. The COVID-19 pandemic dramatically upped the stakes and added a new layer of complexity. In this report, Deloitte Private outlines four areas of opportunity companies can explore in order to meet their needs.
Post-COVID-19 private equity
Thriving in a bifurcated world of opportunity
This perspective examines how private equity firms can refocus their efforts to thrive in the post-pandemic normal by analyzing data, considering how investment criteria have changed, expanding their sources of liquidity, being more proactive in management, and exploring a readiness to re-engage.
Contact
Mark Jamrozinski
Managing Partner, Financial Advisory
Mark is the managing partner of the M&A Advisory practice in Canada and leads its corporate finance, M&A transaction services, capital advisory, and integration practices. He also serves on Deloitte’s global M&A executive team. Mark has advised on more than 750 investments, mergers, acquisitions, and divestitures across all industry sectors for Deloitte, and specializes in delivering strategic advice, comprehensive due diligence, buy- and sell-side advisory services, and deal-structuring advice.
View profile