Deloitte Private Equity

Delivering value 

Our global network of practitioners support private equity firms and their portfolio companies in delivering greater returns across every stage of the investment lifecycle.

Private Equity Firm and Fund services: Unlocking value through strategy, structuring, and transformation

In the private equity industry, the pursuit of maximizing value for the private equity firm and fund begins with developing a strong, flexible, and operationally effective platform from which to grow.

Deloitte supports private equity firms across the breadth of the market from inception through their lifecycle as they navigate 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 the industry bridges the gap between strategy and execution, so that your vision can realize its full potential.

How we can help

• Stand up: Designing optimal structures aligning to the key strategic objectives for owners, investors, and team
• Operations: Driving efficient operations that successfully manage risk and leverage innovation and technology
• Optimize and grow: Transforming operations, reporting, and data analytics to support growth

Private Equity Deal services: Steering successful M&A from deal identification to exit maximization

The constant evolution of the private equity industry has steadily added breadth and complexity and, in turn, sophistication and specialization. This is particularly evident in the deal origination and deal execution (acquisition and exit) stages of the investment life cycle where increased competition, economic uncertainty and the digital revolution require differentiation in the value creation thesis and innovation in deal execution.

Deloitte’s Private Equity group looks to provide market-leading, practical and value-focused deal support from strategy and origination through to diligence, deal execution and post-deal 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.

How we can help

• Deal origination: Identify and qualify proprietary investment opportunities. Delivering unique insights underpinned by deep sector expertise and local market knowledge to facilitate informed decision making and strategies.
• Diligence and execution: Dedicated private equity professionals and proprietary tools to enable you to create and drive optimal value through deal processes by identifying value drivers, improve deal structures and pricing, and mitigate risks.
• Carve outs and integrations: Turning complexities into streamlined value capture opportunities.
• Exits: Maximizing deal returns requires the same level of focus and deal strategy on the way out as applied on the way in.

Private Equity Portfolio Company Services: Powering progress and value creation in private equity portfolio companies across industries

Today, more than ever before, private equity investors and portfolio company management teams are seeking to drive value through fast-paced innovation and transformation.

The Global Private Equity teams at Deloitte understand the complexities and challenges in delivering this agenda and, through the breadth and depth of our global portfolio company knowledge, are uniquely positioned to help you unlock value and realize your vision.

Whether we are supporting CFOs and their finance functions, optimizing operational efficiencies, or delivering digital transformation, our teams combine deep technical expertise with on-the-ground industry experience to bridge the gap from strategy to execution and empower management teams through our market-eminent leadership development programs.

How we can help

• Value protection: Helping portfolio companies manage risk and compliance to guard their investment value.
• Performance improvement: Supporting portfolio companies through a holistic approach to value creation from revenue, cost and margin optimization to cash and working capital management, all underpinned by a focus on data analytics and digital tools.
• Transformation: Transformation services aimed at transforming the business, operations and functions to deliver enhanced value.
• Executive and talent development: Market-eminent talent and leadership development programs tailored to the unique dynamics of private equity ownership and aim to maximize portfolio company leadership effectiveness.
• Our alliance partnerships: Deloitte’s relationships with some of the world’s leading tech companies deliver the value of strategic collaboration through award-winning consulting services to help solve your most complex challenges.
• Exit readiness: Maximizing deal returns requires the same level of focus and deal strategy on the way out as applied on the way in.