Private Equity

Private Equity investors play a vital economic role by investing in tomorrow’s success stories. This dynamic and fast-moving market area faces increasing regulatory oversight, a tightening lending environment and the impact of technology, all creating new opportunities and challenges.

Our approach 

At Forvis Mazars, our experts understand your challenges and have extensive experience helping private equity firms maximise the value of their investments, from acquisition to exit. Our professionals across multiple service lines help private equity firms, venture capital funds, investment funds, en commandite partnerships and portfolio companies meet their needs in a fast-paced market. We tailor our approach based on your needs and routinely work with our firm's deep global resources to develop strategies and services for your success, now and in the future.

Our commitment to quality, as represented by the Forvis Mazars brand, ensures that you receive exceptional service that provides fund managers and their stakeholders with peace of mind. By partnering with us, you can be confident in your fund, your portfolio's underlying investments and your financial performance. Our expertise and personalised approach offer a reassuring presence in a dynamic and often complex market.

From fund formation to exit strategies and beyond, our assurance, tax, and consulting services can help:

Assurance

Financial and Regulatory Audits and Independent Reviews in Compliance with ISA

Agree-upon Procedures (AUP) Concerning Limited Scope Assurance Engagements

Corporate Finance

Due Diligence of Target Acquisitions

Annual Valuation Concerning Internal Reporting and Audit Readiness

Deal Structuring

Corporate Restructuring

Sell-side Merger & Acquisition Assistance

Tax

Tax Implication and Efficiencies in Relation to Corporate Restructuring

Tax Due Diligence

Tax Advisory Services

Offshore Restructuring Advice and Transfer Pricing Policy

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