Private Equity
CREATING VALUE FROM FUND FORMATION TO EXIT
Private equity success is shaped by a series of critical decision points. We align our services to the moments that matter, so that you have the right support exactly when it drives the most impact.
Whether you are evaluating a transaction, executing your value creation plan, or preparing for exit, we bring the insight, coordination, and execution discipline to help you move forward with confidence.
Fund formation and operations
- Fund audit and tax structuring
- Investor reporting readiness and compliance
Transaction evaluation and execution
- Financial, tax, IT, operational, and cybersecurity due diligence
- Carve-out planning and integration strategy
- Purchase agreement support and transaction structuring
Post-close stabilization (First 100 Days)
- Finance visibility and reporting stabilization
- Governance design and operating cadence
- Management alignment and execution discipline
Portfolio company value creation
- Revenue growth and margin improvement
- Working capital and cost optimization
- KPI dashboards, analytics, and data infrastructure
- Technology modernization and digital enablement
- Enterprise risk management
Portfolio company compliance
- Portfolio company financial statement audit services
- Portfolio company tax compliance services
Exit readiness and value realization
- Financial reporting quality and audit readiness
- Diligence preparedness and quality of earnings alignment
- Operational credibility and exit narrative support
1250+ private equity clients
950+ portfolio company clients
750+ transactions advised in 2025
Comprehensive solutions tailored to your role
Drive certainty in investment decisions and confidence to close.
• Financial, tax, and operational due diligence
• IT, cybersecurity, and human capital assessments
• Deal structuring and purchase agreement insights
• Carveout and merger integration planning
• Post-transaction execution support
Our transaction advisory approach equips you with actionable intelligence to identify risks early, validate assumptions, and move forward with clarity.
Accelerate execution and translate strategy into measurable performance.
• First 100 Days execution and finance stabilization
• Governance models and decision rights frameworks
• KPI infrastructure and performance tracking
• Pricing, margin, and GTM optimization
• Working capital and cost discipline
• Add-on acquisition readiness and integration
• Technology, data, and AI-enabled value creation
We focus on the practical realities of execution, helping you establish operating cadence, improve decision-making speed, and sustain momentum across the hold period.
Deliver consistent reporting, maintain investor confidence, and scale efficiently across the portfolio.
• Fund audit and financial statement reporting
• Tax compliance, planning, and K-1 preparation
• Investor reporting processes and timelines
• Valuation support and compliance readiness
• GP and investment management company advisory
Our coordinated audit and tax model helps ensure on-time, accurate deliverables and streamlined communication across fund and portfolio stakeholders.
Coordinated solutions built for private equity
Private equity firms benefit from a coordinated model that integrates transaction advisory, value creation, audit, and tax services through a single point of contact – supporting consistency and alignment across engagements.
Attest services are provided through CohnReznick LLP.
We support buyers and sellers across every stage of the deal process, combining financial, tax, operational, and technical diligence with integration planning to enable informed decisions and successful closings.
We help you identify, prioritize, and execute the initiatives that drive enterprise value, to improve revenue growth, margin performance, operational efficiency, and data-driven decision-making.
Our audit and tax professionals enhance financial reporting quality, improve transparency, and support faster decision-making, to help portfolio companies operate effectively today while preparing for future transactions.
We deliver a coordinated approach to fund compliance, supporting audits, tax structuring, investor reporting, and regulatory requirements with a consistent, disciplined process designed for PE timelines.
Our Private Equity practice spans multiple industries, bringing specialized insight into sector-specific operational and financial drivers to ultimately deliver solutions that are directly aligned to the realities of your portfolio.
THE COHNREZNICK ADVANTAGE
We structure engagements around key milestones – transaction deadlines, reporting cycles, and value creation initiatives – so deliverables are timely, accurate, and actionable.
We work across deal teams, operating partners, and management teams to support alignment, streamline communication, and reduce friction during execution.
We help identify downstream needs early – whether related to integration, reporting, compliance, or exit preparation – to keep you ahead of opportunity and risk.
Related services
Our wide range of expertise allows us to tailor our services to your specific needs.