Private equity

Our private equity consultancy teams offer agile execution, a deep bench of talent and a flexible approach that blends global perspective with local expertise

Value creation is a journey of many steps. The first involves selecting an advisor who can identify new opportunities, provide the right level of global support and contribute a deep understanding of the relationships between investing firms, funds and portfolio companies. Few of the decisions you’ll make are more important than this one.

Funds and portfolio companies require a specialised service that aligns with their requirements in five key areas:

Identification of value-creation opportunities on behalf of all stakeholders
Appropriate levels of global/local, cross-border and sectoral expertise
In-depth understanding of the financial and technical requirements of private equity
A finger on the pulse of private equity and sector-specific trends
An agile, responsive approach from acquisition to exit

Agile execution and deep expertise

Multi-disciplinary teams at Forvis Mazars provide audit, tax and consultancy services across the entire private equity ecosystem. Our on-the-ground network of professionals in over 100 territories provides the expertise required to drive robust and profitable growth across the investment lifecycle.

Explore our services below or get in touch with our experts to discuss your needs.

Acquisition

Multi-disciplinary expertise on every aspect of national and international transactions, including deals, tax, legal, valuation and managerial incentives (roll-over structures and VSOP/ESOP)
Customised, seamless and comprehensive advice from start to finish
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

Value creation

Post-closing quick wins, including immediate optimisation of structure and performance
Identify and evaluate targets aligned with your investment and build-up thesis
Longer-term advice including targeted optimisation and full-scale business transformation
Internal and external audits for financial, risk management, integrity culture, sustainability, debt and treasury, reporting and transfer pricing

Exit

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

Audit

Auditing funds and portfolio companies require high levels of responsiveness and adaptability. On internal or external audits, our dedicated team offers a number of advantages over auditing groups owned by funds.

Accelerated mobilisation, including rapidly assembled teams with a single point of contact
Recognised expertise and speed of execution
Familiarity with shareholder expectations throughout the private equity investment lifecycle
Agile, responsive service provision in hypergrowth environments
Advanced proprietary tools, client benchmarking, technical monitoring and market insights

Tax

Tax matters at all stages of the investment lifecycle. Forvis Mazars’ private equity tax experts work closely with our in-house sectoral experts to deliver solutions for the specific challenges confronting funds, investors and portfolio companies.

Tax accounting, reporting, declarations, corporate structure optimisation and transfer pricing
In-depth understanding of specific tax challenges confronting funds, investors and portfolio companies
Full lifecycle expertise, from transaction to exit, including debt, equity, due diligence and compliance
Customised and scalable service provision across national, regional and global markets
Multi-sector expertise, from consumer and real estate to energy, infrastructure and more
Advanced tax technology, including analytics, automation, transformation and innovation

Fund management

For fund clients, our work often begins at formation stage and then extends over the entire term of the fund. We advise on tax, legal, finance and ESG, ensuring the efficient handling of the commercial fund concept, compliance with regulatory requirements and fulfilment of stakeholder expectations.

Safeguard your fund by making it compliant, well-structured and straightforward to operate
Innovative, commercially driven private equity structures underpinned by weatherproof documentation
Wide-ranging expertise in early-stage venture funds, buyout vehicles, co-investment and secondary funds
Specialist expertise in fund formation, taxation, carried interest, rollovers, continuation funds, sustainable finance and side letters

Why Forvis Mazars?

From acquisition to exit, we have the expertise and resources to support your drive to optimise value creation.

We deliver:

Full-service support across the private equity lifecycle, from funds to companies, from acquisition to exit
Deep experience of working with private equity firms, funds and portfolio companies
Agile, responsive teams with the right blend of global reach and local expertise, precisely aligned with your requirements

Whether you need national audits, complex cross-border transactions or international advisory and tax services, Forvis Mazars will help you prepare for what’s next.

Global private equity report 2025

The international market may be volatile, but the outlook in the private equity (PE) sector shows increasing confidence. In this report, we uncover why PE firms remain optimistic for 2025 and what strategies they’re employing to drive performance.