M&A Services for Private Equity Investors and Portfolio Companies
Buttoned up on the outside.
Fired up on the inside.
This isn’t the private equity market any of
us grew up in. This is
a new, bold market on the move. One with more volatility, competition, challenges, and opportunities
to grow and prosper. To make bold decisions with confidence, you need more than good insights. You
need to know how to put those insights to work.
Our M&A solutions and services help private equity firms and their portfolio companies uncover, create, and drive value. Deloitte’s experienced professionals have the skills and experience to help you make your bold vision a reality.
Like you, we are buttoned up and all business on the outside; fired up and raring to go on the inside. Ready to get started?
2024 M&A Trends Survey
Mind the gap
M&A market uncertainty has only intensified since it was the focus of our last M&A trends survey in early 2023. However, now and for the year ahead, our new research indicates that pivots, shifts, and innovation in M&A activity are helping dealmakers adapt to a new normal.
Learn more >A leader who sees the whole picture
Deloitte is the market leader in helping private equity firms and portfolio companies navigate complex challenges and environments to accelerate value. Instead of just sustaining performance or making incremental changes, we help you make bold transformation moves that can deliver value now and into the future.
When you work with us, you’ll gain access end-to-end services and capabilities—from acquisition planning through operational transformation through IPO readiness—in a single provider relationship.
You’ll also have access to subject-matter specialists with experience in any industry or discipline you and your portfolio companies may require. And we have the advanced tools, assets, accelerators, and ecosystem alliances to help you set your plans into motion.
We provide tailored solutions and value-add services that span the investment life cycle—from deal origination and execution to ownership, exit, and beyond.
Diligence and Pre-deal Services
The pre-transaction phase requires more due diligence than ever in today’s ever-changing environment. Deloitte professionals can help you identify opportunities, assess risk, and determine if your target fits your company’s long-term vision. Our services include:
Deal origination and target screening / identification
Buy-side investment banking, valuation, and advisory services
Due diligence, including finance, IT, HR, operational, cyber, accounting, and tax
Acquisition accounting, reporting, and internal controls assessments
Deal-specific tax, legal, and regulatory risks and opportunities—across industries and countries
Operational day 1 planning, including carve-out assistance and transition service agreements (TSAs)
Value Creation and Exit Services
When you’re ready to move forward, it’s imperative your business is operating in a model that is sustainable and profitable for the long term. Our portfolio of services is tailored for a smooth and efficient transaction and backed by the power of Deloitte. Our services include:
Digital transformation and value creation – Driving sustainable value with digital automation, tools, and technology
Revenue enhancement – Through growth, consolidation, and scale
Operational and cost restructuring – Working capital improvement through efficiency, standardization, and monitoring
Sell-side, including IPO and SPAC readiness and execution, investment banking, SEC reporting, tax efficiency planning, and divestiture accounting
The Deloitte difference
Advanced tools, assets, accelerators, and our broad array of ecosystems and alliances—these are all part of the value private equity firms can expect from Deloitte. But our greatest asset is our experienced practitioners who have tackled the same problems before and who know the challenges and opportunities private equity firms are facing today and may face tomorrow.
Deloitte is with you every step of the way — helping you boldly navigating the opportunities and realities of today’s private equity market with confidence.
Gain perspective
Accelerate your divestiture with our readiness tool
Every divestiture transaction is a unique journey. Our Divestiture Readiness SelfAssess™ tool is here to help you navigate yours. Without planning, the divestiture process can be chaotic and challenging. Learn how our solution can help identify the steps that can better prepare your company for a transaction.
Learn MorePrivate capital innovation: Using artificial intelligence can accelerate the portfolio valuation process
More frequent portfolio company valuations may open doors for new private equity investors and enhance transparency in portfolio management.
Learn MoreThe increasingly vital role of ESG in M&A
Across the deal life cycle, better data, improved measurement, and a deeper understanding of ESG are key factors shaping dealmaking for M&A leaders. The results of our 2024 ESG in M&A trends survey show a bold embrace of the role of ESG in M&A strategies that seize opportunity and create additional value.
Learn MoreReady to start the discussion? Contact us.
Mergers, Acquisitions, and Restructuring
Private Equity Consulting Services Leader
Principal, Deloitte Consulting LLP
Mergers, Acquisitions, and Restructuring
Private Equity Audit & Assurance Services Leader
Partner, Deloitte & Touche LLP
Mergers, Acquisitions, and Restructuring
Private Equity Leader and Risk & Advisory Services Leader
Partner, Deloitte & Touche LLP
Mergers, Acquisitions, and Restructuring
Private Equity Tax Services Leader
Partner, Deloitte Tax LLP