Deloitte Private Equity

Our teams' value protection services are designed to help portfolio companies guard their investment value. This includes risk management, compliance with regulations, and the implementation of robust financial controls. The goal is to ensure the stability of portfolio companies and minimize potential threats to value. Our dedicated private equity teams can support you in the following areas:

• Accounting advisory
• Governance, risk & controls
• Tax compliance
• Treasury advisory
• Cyber security
• ESG advisory
• PE-backed audit
• IPO readiness
• SOX readiness
• Cross Portfolio Valuation Services
• Purchase accounting

We support each private equity portfolio company by providing a holistic approach to value creation from revenue, cost, and margin optimization to cash and working capital management. All of this is underpinned by focusing on insights through the use of data analytics and digital tools. We aim to elevate portfolio companies' performance, resulting in increased profitability and growth.

Our dedicated private equity teams can support you in the following areas:

• Cash and working capital
• Revenue operations
• Finance operations improvement
• Cost optimization
• AI, data, and analytics
• Tax optimization

Portfolio company services tailored for portfolio companies to facilitate significant, strategic shifts aimed at transforming the business, operations, and functions to deliver enhanced value. With a unique blend of digital, analytical, operational, and ESG transformations, our goal is to optimize every aspect of portfolio companies' businesses, driving accelerated growth and increased efficiency. Simultaneously, we enhance workforce and customer experiences and strengthen cybersecurity measures, paving the way for sustainable success.

Our dedicated private equity teams can support you in the following areas:

• Digital lead-to-cash transformation
• Digital enterprise resource planning transformation
• AI, analytics, and data transformation
• Workforce and talent transformation
• Sales transformation
• Finance transformation
• Supply chain transformation
• Customer transformation
• Cybersecurity transformation
• ESG transformation
• Topline growth
• Carve-out, standup, integrate, and transform
• Portfolio rationalization carve-out
• Bolt-on mergers and acquisitions (M&A) and integrations

Our executive and talent development team aids portfolio companies in nurturing their human capital. With offerings including CXO transition labs, next-generation CXO programs, and board academy programs, we enhance leadership effectiveness, promote strategic agility, and facilitate succession planning. The aim is to equip the company's leadership and workforce for sustainable growth and effective adaptation to future challenges.

Our dedicated private equity teams can support you in the following areas:

• Human capital management
• C-suite transition labs
• Next-generation C-suite development
• Executive academy programs

Increased consumer expectations, global connectivity, and data are changing the way enterprises compete and behave. A strategic collaboration with some of the world's leading tech companies can help portfolio companies see beyond technology, beyond your walls, to sense and shape the markets of tomorrow. We are partnering proactively with the leading tech companies, analysts, and convenors in the PE market to accelerate our collective impact.  And our privileged partnerships with private equity firms often include marketplace relationships with the portfolio companies.

Maximizing deal returns requires the same level of focus and deal strategy on the way out as applied on the way in. 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 process that maximizes exit value and minimizes business disruption.