Private equity

• 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 

• 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 

• 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 

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 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 

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