Private Equity
The private equity industry (including venture capital) plays a significant role in the global economy by providing growth capital, strategic expertise and operational support to companies. Private equity investments not only create value for investors but also contribute to innovation and market adjustment by helping companies overcome challenges and capitalize on new opportunities.
The industry’s special needs include the rapid availability of precise financial and tax information, customized solutions for complex acquisitions and transactions, and ongoing advice on optimizing business processes. Close cooperation between consultants and PE firms is essential to meeting the specific requirements of portfolio companies and platforms and to enabling long-term success stories.
Here you can find → further information about the Family Offices / HNWI sector.
Advisory approach
We see ourselves as a “full-cycle consultant” who supports you in investments in portfolio companies/platforms from entry, through the ongoing business, to exit. In this context, the focus is on transaction advice when entering and exiting, and on audit, advisory and compliance services when the business is up and running.
What applies to the individual portfolio company/platform also applies to the underlying fund. Thanks to the holistic approach and short “lines of communication” between the teams, the insights gained in transaction advice – when entering into a transaction – can be used in ongoing business and it is ensured that agreed deadlines are met.
Our services for your industry
We support you throughout the entire transaction process, whether you are acquiring portfolio companies/platforms or selling them. If necessary, we can draw on our Crowe colleagues, who are active in all relevant markets around the world. Meeting promised deadlines is our top priority.
- We prepare the financial, tax, legal, IT and ESG due diligence for you.
- We advise you on the tax structuring of transactions and on the legal implementation through execution (drafting and negotiation of the entire share purchase agreement, including tax clauses).
- In connection with determining the transaction price, we prepare indicative and comprehensive valuation reports as well as fairness opinions.
- We support you with our transaction accounting assistance (e.g. closing review) and our valuation services (e.g. purchase price allocation). Here you can find → further information on Valuation.
There are many reasons (including legal or regulatory requirements and covenant agreements) why individual portfolio companies or platforms are subject to an annual or consolidated financial statement audit in accordance with HGB, IFRS or US-GAAP.
In addition, we audit sustainability reports according to European standards and provide our clients with information on how to improve processes. Furthermore, we provide support in the context of IT audits of IT infrastructures, data security and compliance with relevant legal requirements and industry standards.
We are happy to take on the audit services and, of course, consider the specifics of the respective industry and legal form.
Here you can find → further information on Audit.
We ensure that the portfolio companies/platforms, the funds and your PE house meet all tax and commercial law obligations regarding preparation, reporting, documentation and retention.
- We offer comprehensive support with payroll and financial accounting, the preparation of annual financial statements and tax returns, always keeping an eye on industry-specific requirements and legal changes.
- In this context, the preparation of declaratory statements for funds is also a key part of our work.
- In addition, we inform clients at an early stage about expected tax burdens and check tax assessments for accuracy to ensure optimal advice.
- As part of our ongoing (tax) advisory services, we always try to find the best solution for you. We provide specific answers to specific tax questions with concrete recommendations for action.
Here you can find → further information on Tax.
We optimize and increase the efficiency of your processes in the areas of accounting, financial accounting and reporting for the respective platform, portfolio company or fund.
- We provide consolidation, reporting and planning. With integrated software solutions, we simplify your processes and improve the quality of your data to a new level.
- We provide professional advice as a Lucanet partner, which particularly benefits from our knowledge of the synergies between auditing and consulting.
- We support you with the IFRS conversion.
Here you can find → further information on Financial Accounting & Advisory Services.
We advise and audit your portfolio companies, platforms and funds or your PE firm itself on the basis of the current legal situation and considering the requirements of sustainability reporting tailored to your goals.
- We prepare and audit sustainability reports in accordance with EU standards, drawing on the broad industry knowledge and experience of our employees.
- We conduct an initial review and identify ESG-related risks.
- We support you in selecting and implementing suitable ESG software solutions.
Here you can find → further information on Sustainability.