Private Equity
Helping clients to achieve their growth potential by supporting their unique journey through the private equity lifecycle.
Driving growth for your funds and companies in a fast-paced and ever changing industry.
We recognise the opportunity and challenges facing private equity firms and their portfolio companies. Our tailored approach enables you to make the right informed business decisions to drive growth while reducing risk.
Private equity is unique, covering many different sectors and various laws and regulations. We help you navigate this complex territory and to understand the demands both financially and operationally, strengthening your business plans and gaining long-term value.
We offer a full range of services to the private equity industry from portfolio company assistance right through to the personal affairs of the investment executives themselves, utilising our knowledge and experience to achieve the optimum results for our clients.
Specialised industry knowledge
Our people sit on relevant industry committees and have worked within private equity firms. This ensures they are at the forefront of industry developments and allows them to offer a unique practical insight to client challenges, together with an unparalleled service.
Specialised industry knowledge
Bespoke personal service
We understand that while there are commonalities between private equity businesses each is unique in its own way. Focusing on this factor we provide a dedicated, efficient and responsive service in a fast-paced and ever changing industry.
Bespoke personal service
Crowe Global reach
As the UK member of the Crowe Global network we are able to assist clients as they expand in new jurisdictions, noticing opportunities and pitfalls before they arise. This ensures our clients remain operationally and strategically smart.
Crowe Global reach
Explore our services
We offer a full spectrum of services to the private equity industry and the companies it supports, giving highly specialised expertise at every stage.
Deal services
Fund and investment manager services
Portfolio services
Deal services
You will receive a dedicated deal service that is focused on delivering the services you need to execute the transaction.
- Transaction services
- Buyside and vendor due diligence – financial and tax.
- Bid support or vendor assistance in transaction process.
- Assisting and advising on the locked box and Share Purchase Agreement (SPA).
- Preparation and running of the funds flow.
- Tax structuring and management tax advice.
- Lead advisory
- Pipeline of potential investment opportunities.
- Detailed financial modelling and appraisal of potential investments.
- Advice and assistance in exit planning for portfolio companies.
- Ability to manage the sale of portfolio companies.
If you are a company looking to raise funds, find out more from our Corporate Finance services.
Fund and investment manager services
Offering audit and tax services to suit your requirements, whether that is initial structuring advice or on-going compliance services.
- Provision of statutory audit services to private equity group.
- Provision of tax compliance services to private equity group.
- Fund tax reporting and compliance services.
- Income based carried interest monitoring.
- Salaried member and mixed member reviews for the private equity group.
- Investment executive tax advice and compliance – carried interest and co-investment specialism.
- Employment tax services – such as P11D, PAYE Settlement Agreements (PSA).
- Employment Related Securities (ERS) reporting and global mobility issues.
- VAT services and Partial Exemption Special Method (PESM) reviews.
Portfolio services
Our work with private equity backed businesses involves providing a full suite of accounting, tax and risk services to ensure your business reaches its growth potential and finds solutions that work for you.
- Provision of statutory audit to private equity backed companies.
- Corporation tax compliance for private equity backed companies.
- VAT compliance and health checks.
- Enterprise management incentives/share schemes.
- Management share awards advice.
- Research and development tax claims.
- Risk and cyber advisory.
- Portfolio valuation services.
Industry knowledge, pragmatic
advice, tailored service
We care about your business. Close working relationships are at the heart of our service delivery which sees our clients stay with us year after year, trusting us for our specialist advice and open dialogue.
We understand your needs. Our expertise, market knowledge and access to professionals across our global network means we are well placed to offer insight and pragmatic advice to your business.
We help you to make smart decisions that have lasting value. Working with you, we will help you to successfully adapt and overcome challenges in your sector, both today and in the future.
Contact us
Partner, Head of Corporate Finance