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Private Equity

We work closely with investors, fund management, private equity-backed businesses, and businesses seeking private equity investment.

Our extensive range of services enables us to deliver tailored business solutions including audit, tax structuring, corporate strategy, finance advice, and compliance at both the portfolio and fund level. We can assist entrepreneurs and high growth businesses who are looking to explore obtaining private equity backing.

Our Solutions

  • CFO Advisory Services and Investee CFO community - “We host periodic breakfasts, lunches and other networking events with special guests a and internal and external industry experts. Please get in touch with Aaron or David (contact details below) for details of upcoming events.”
  • DealiD - DealiD is a Deloitte proprietary M&A digital asset developed to support our clients in identifying M&A deal opportunities Please get in touch with Aaron (contact details below) for more information on this asset.”
  • Private Equity Asset Summary - “Up to date view of all Australia and NZ based PE owned assets by fund, with those flagged that we believe  could be up for exit in the next 12 months. Perfect for  identifying secondaries. Available upon request – please get in touch with Aaron or David (contact details below).”
  • Entrepreneur Summit - “The Entrepreneur Summit brings together successful business owners, prominent investment groups, executives, experts, and Deloitte M&A professionals for a unique networking opportunity. Attendees participate to enhance their understanding of private equity and gain feedback from professional investors regarding future growth and liquidity options. Please get in touch with Aaron or David (contact details below) for details of next year’s summit.”
  • iDeal - As the M&A market heats up, decision-making needs to speed up. iDeal lets you go deeper into the data to find the story behind the analytics.



The cornerstone of our accounting and tax compliance service offering is strategy meetings and regular contact with you to ensure an efficient and co-ordinated approach to issues, reporting obligations and achievement of business objectives.

In relation to accounting and tax compliance (ie. preparation and lodgement of financial statements, Business Activity Statements - BAS - and income tax returns for companies, trusts and individuals), we work with you to ensure the scope of our tax compliance work aligns with your requirements.

We follow our proprietary ‘Compliance Roadmap’ procedures that represent an end-to-end process covering the best practice approach to completing tax compliance engagements.

Find out more about Deloitte Private Accounting

Assurance and advisory

Our audit methodology is risk and controls based. We engage closely with management to ensure that we focus on areas of most significance and deliver value. The risk assessment incorporates your views and concerns and we work with you to tailor our audit strategy based on this assessment. Our deliverables include a detailed Audit Completion Report that outlines our approach to the audit, the key issues arising from the audit and detailed feedback on the robustness of the internal controls and processing systems.

Find out more about Deloitte Private Assurance and advisory

High net worth individuals and families

We recognise success is rarely achieved without support.

Deloitte Private is focused on delivering a fully integrated service offering to high net worth individuals and families.

Our depth of experience, access to thought leadership and to the wider resources of global Deloitte, uniquely positions Deloitte Private as the leading provider of professional services to high net worth individuals and families.

Find out more about Deloitte Private High net worth and families

Succession planning

Succession planning is a complex process involving many business disciplines. As the majority of the Baby Boomer generation will retire over the next five to 10 years, succession planning will be vital for the long-term survival of private companies. 

It becomes more complex as many different business, financial and personal issues come into play. A good succession plan for private companies looks at a range of issues.

Find out more about Succession planning


Deloitte Private has a strong team of super industry specialists dedicated to ensuring our clients; their staff and their business, are best positioned to get the most out of their superannuation strategies and opportunities are utilised.

Super funds support the retirement dreams of the nation. They also own a significant share of Australia’s largest businesses; build our shopping malls and offices, provide seed capital for entrepreneurs and extend our influence in overseas investment markets.

Find out more about Deloitte Private Superannuation


Private companies need the benefit of every available tax advantage to compete successfully in Australia. Advice from tax professionals, who have the industry experience necessary for recognizing and implementing real savings, can help Australian businesses to minimise their income and capital tax liabilities.

Our professionals can also assist with private companies expanding or restructuring their offshore and international businesses and investments.

Our specialists in income and capital gains tax can recognize a wide range of potential tax planning opportunities, as they have access to some of the best tax practitioners in Australia and around the world.

Find out more about Deloitte Private Tax