Private Equity We help Private Equity firms realise the full potential of their investments. Protiviti Private Equity consulting experts focus on the Private Equity firms’ deal thesis for each portfolio company, balancing strong EBITDA growth with prudent controls and compliance. Our approach is one of collaboration and communication with the PE firm and portfolio executives, always mindful of the purpose for which we are hired with an emphasis on speed, quality, ROI and client satisfaction. We work with both general industry and industry specialist PE firms and their portfolio companies across all industries, creating functional engagement teams composed of subject matter experts representing both solution and industry expertise. Engaging Protiviti’s Private Equity consulting professionals at the beginning of an investment is a strategic and valuable decision for both PE firms and portfolio companies. We partner together, fostering a collaborative relationship focused on maximising value, risk reduction, business performance improvement, and eventually, increased multiples to maximise exit value. Survey April 17, 2025 3 min read Private equity risk insights According to findings from Protiviti’s latest Top Risks survey, executives and board members from PE firms and their portfolio companies are facing several complex and interconnected risks — operational, macroeconomic and strategic — that could derail their value-creation efforts. In addition to economic-related worries, cyber threats rank as a top risk issue for this... Read More Subscribe to PE Insights Protiviti publishes a wealth of knowledge that is critical for all organisations to understand. This quarterly newsletter summarises those thought leadership pieces specifically with Private Equity in mind. Learn More Our Private Equity Services Protiviti’s team of Private Equity Consulting professionals provide valuable assistance and guidance to Private Equity firms and their portfolio companies, worldwide, across all industries, as they seek to reinforce, rationalise and/or adapt internal investment and financial operations. ESG & Private Equity Sustainability continues to evolve as investors and companies recognise that supporting environmental, social and governance (ESG) issues is essential to survive in the marketplace. Whether mandated by a fund’s LPs or a portfolio company’s regulator, PE firms must react and respond to increasing ESG requirements, from carbon accounting to board diversity reporting. Our services include:Strategy & PlanningStakeholders & PeopleData Management & ToolsSustainable OperationsPerformance & ReportingGovernance, Risk & ComplianceSustainable Culture & Sustainable Organisation Learn More Technology Consulting Whether you are looking to automate your funds flow process, modernise fund reporting technology, or embark on an end-to-end transformation journey across your investment portfolio, our technology consulting solutions can help. Our services range from strategy, design, and development through implementation, risk management, and managed services. Cyber security CloudData & analyticsApplication innovation & modernisationTechnology strategyManaged technology solutions Learn More Supply Chain & Operations Continuous cost and risk reduction pressure, higher customer demands for quality, delivery, and overall performance, and revenue assurance require companies to continually identify opportunities to remain competitive. Protiviti supply chain experts work closely with key stakeholders through innovative supply chain solutions resulting in improved processes, reduced costs, and optimised working capital to address these growing challenges and complexities. Service offerings include:Sourcing and procurement transformation Supply chain innovationOperations and performanceSustainable operations Learn More Digital Protiviti’s Digital practice combines advisory growth strategies with practical customer engagement and growth solutions to improve revenue generation across multiple business areas. By leveraging agility and scale best practices, Protiviti Digital helps PE firms and their portfolio companies:Ignite digital transformationAmplify marketingAccelerate salesCraft digital productsConnect customer experiencesUnlock experience technologyLearn More Mergers & Acquisitions Protiviti’s Transaction team assists Private Equity Groups by analysing proposed or existing transactions and empowering organisations to address financial and operational risk. We provide meaningful analysis that is specifically adapted to your unique situation and that helps you to effectively prepare for and execute a transaction. Core support areas include:Buy-side and sell-side diligenceIntegration planning, synergy identification, and risk assessmentSynergy deep dive and validationFinancial validationDiligence programme management and execution Learn More Finance Transformation Protiviti helps Private Equity finance leaders address their current challenges, prepare for future challenges, and explore opportunities for continuous growth, delivering innovative solutions and supporting finance as a forward-thinking, strategic partner for the business, optimising costs, and enhancing revenue.Finance and accounting process optimisationFinance technology and dataCost and performance managementTarget operating modelFinancial reporting remediation and complianceBusiness planning & analysisLearn More Employee Experience Protiviti helps Private Equity firms, and their portfolio companies determine the talent, skills and experiences needed to meet their future business objectives. We help reimagine all the moments that matter between employee and employer, focusing on employee experience in the areas of culture, people, total rewards, work, and technology.HR transformationCulture and organisational transformationFuture of workChange management and communicationsWorkforce analytics Learn More Private Equity Insights Quarterly Newsletter Protiviti publishes a wealth of knowledge that is critical for all organisations to understand. This newsletter summarises those thought leadership pieces specifically with Private Equity in mind. Read the latest issue here Private equity-owned healthcare company takes on revenue recognition to strengthen its IPO foundation Complex revenue arrangements, multiple services and a plethora of payment options create a tangled web for healthcare companies — a web they must untangle to properly account for revenue, especially if they are part of a portfolio or considering a public offering on their own. Read more Finance transformation sets course for future success A U.S.-based global skincare company was unable to provide timely financial reporting and performance analytics to its key stakeholders and private equity sponsor. Read more
