Private equity

The foundations for long-term success are laid even before the first investment is made. We support fund managers in the design, structuring and ongoing management of fund structures that are tailored to the commercial concept, the investor base and regulatory requirements.

• Tax, legal and regulatory planning and structuring
• Advice on fund governance and compliance
• Side letter management
• Carried interest structures
• Sustainable finance and ESG requirements
• International tax reporting
• Audit of annual accounts for funds and SPVs
• Buy-out and venture capital funds
• Growth strategies
• Co-investment structures
• Secondaries
• Continuation funds and funds of funds

We offer multidisciplinary expertise on all aspects of national and international transactions, including:

• Finance, operations, tax, legal matters, valuation and management incentives, such as rollover or carve-out structures and employee share schemes, including their tax-optimised structuring
• Customised, seamless and comprehensive advice throughout the entire transaction process
• Thorough due diligence covering legal, financial, tax, social, ESG, forensic and compliance risks 
• Reliable national and cross-border transaction handling for funds and portfolio companies

• Quick-win analysis following the completion of the transaction – implementation of, for example, legal, financial and tax structures, and performance management
• An audit based on in-depth sector understanding that goes beyond the audit itself to create genuine added value for management and investors:
  • rapid response, including flexible teams with a single point of contact,
  • recognised expertise and swift implementation,
  • knowledge of investors’ expectations throughout the entire private equity investment cycle,
  • agile service delivery in fast-growing environments, particularly in buy-and-build structures,
  • powerful in-house tools, benchmarking, technical monitoring and market insights, as well as
  • genuine added value through recommendations, including on operational performance.
• Identification and valuation of target companies that align with your investment and buy-and-build strategy
• Long-term advisory services covering both short-term, targeted operational optimisations and long-term business transformations
• Establishing, optimising and accelerating closing, consolidation and reporting processes
• Internal and external audits and advisory services in the areas of finance, risk management, integrity culture, sustainability, debt and treasury, reporting, as well as tax advice and structuring to optimise corporate and financing structures, address transfer pricing issues and comply with the Global Minimum Tax
• Comprehensive advice on tax returns, tax reporting and tax accounting – particularly on a cross-border basis
• Use of modern technologies and tools in the tax field, including analytics, automation, transformation and innovative processes

• Full-spectrum transaction support, from buyer screening to negotiation support 
• Customised exit-readiness advice across the business, examining financial, tax, legal, sustainability and organisational factors
• Anticipating buyer challenges, organising a competitive process and preparing for the demands of the deal
• Advice on unexpected approaches when investments are still on the journey to exit readiness 
• Specialist services including M&A, sale strategy, carve outs, legal M&A, due diligence and transaction tax advice  as well as post-M&A advisory services