Deloitte Private Equity

Firm and Fund Services

Recognizing that it is important for new funds to comply with requirements of their limited partners and relevant governing authorities, we build tailored solutions for established or grassroot funds alike, employing our audit, tax compliance, fund structuring, and other advisory services.

Deloitte supports private equity firm services across the breadth of the market from inception through their life cycle as they navigate raising capital, sourcing deals, delivering successful investments, operating effectively for their people and investors, and maintaining a vision for opportunities in the market.

The challenges and opportunities private equity fund managers face are distinct from other industries and need to be addressed through bold thinking in all areas including fundraising, optimizing operations, attracting talent, and charting paths for growth through innovation and transformation. Deloitte’s deep technical expertise combined with deep understanding of market dynamics and private equity fund solutions bridges the gap between strategy and execution, to realize full potential.

Deal Services

We provide private equity clients with the framework to establish and evolve their investment strategies, help identify buying opportunities or prepare for an exit and tap our international network when the time comes to raise debt or equity capital.

Our private equity team provides practical, value-focused deal support from strategy and origination through to diligence, deal execution and post-deal value creation, separation and integration. Our value proposition is built around our global network, sector specialist expertise, and tailored end-to-end M&A solutions delivered by experienced deal professionals. We uncover, create, and drive optimal value across every stage of a deal, enabling clients to invest with confidence.

1. Deal Origination, target screening and identification: Sourcing and identifying potential investment opportunities to maximize returns, evaluation and assessment of the suitability of potential targets based on various criteria, including financial, strategic, and operational factors and through leveraging global datasets and AI modeling to accelerate research.
2. Diligence and execution: Creating value through the deal process through assessing the economic viability of a target, identifying risks and potential mitigations, validating the investment thesis, uncovering value creation opportunities and informing valuations and deal structures
3. Carve out and integration services: Turning the complexities of carve-out acquisitions or divestitures and post-acquisition integration into streamlined value capture opportunities.
4. Exit Readiness: Considered planning and preparation is required to ensure investment stories are supported, potential value leakage risks are identified and addressed (or at least minimized) and the portfolio company is ready for a demanding and time pressured transition process that maximizes exit value and minimizes business disruption.

Portfolio Company Services

As a leading provider of private equity services, we offer strategic, financial, and operational guidance to clients to help them manage their investments efficiently while increasing their value through innovative and practical solutions. Our professionals also work closely with management teams to provide bespoke business solutions for portfolio companies.

Our proprietary methodologies and tools help us to create measurable value for our clients, we provide audit, tax as well as strategic and tactical advice for multiple subject areas, including business strategy, performance improvement (revenue improvement, cost reduction, working capital optimization, talent enablement), technological optimization, organizational effectiveness, and operational excellence.

1. Grow Topline and establish sustained sources of revenue that drive incremental growth – e.g., volume, pricing, etc.
2. Improve Operating Margins and reimagine operations tactically, strategically, structurally to drive profitability – e.g., op models, reduce costs, etc.
3. Improve Asset Efficiency to optimize operations and reduce redundancy within major processes
4. Business Function Optimization to establish ESG Reporting, Investor Relations, and a Finance Strategy related to seller specifications or requirements
5. Deploy Technology & Digital Assets and enable smarter data-driven decision-making to drive faster benefits realization – e.g., assets, analytics, AI, etc.
6. Influence Investor Expectations and align organizational expectations to drive bold and disruptive growth-focused action
7. Implement flexible operating models that promotes portfolio company growth with focus on the right people, capabilities, and organization design
8. Identify compliance to cybersecurity expectations across the portfolio and assess readiness to address top cyber threats