Private Equity Services
We offer a range of advisory, tax and compliance services to private equity firms and their portfolio companies.
From initial investment to ultimate exit, we have the skills and experience to help private equity clients deliver successful investment returns.
We advise private equity firms in assessing and completing successful investments. This includes target identification, financial modelling and analysis, support with Investment Committee papers, funding advisory and project management.
We can play an important role in evaluating the investment opportunity through our financial and tax due diligence services.
We provide due diligence on both platform investments and portfolio buy & build strategies.
Our team is adept at customising the scope of our review to address risk profile of the transaction, whether focusing on comprehensive historical and forecast analysis or honing in on key strategic areas.
We also support on completion mechanism negotiations and provide relevant SPA advice.
Navigating the intricate landscape of buying or selling requires more than financial expertise - it demands a strategic approach and an understanding of tax implications. At Bishop Fleming, our Transactions Tax team stands ready to guide you through every stage of your transaction, providing comprehensive advice that integrates with our corporate finance team and third-party advisors.
See below for further information on our Transactions Tax services.
We are able to provide a range of sell-side services to Private Equity firms and their portfolio companies.
Our lead advisory services include assessing strategic options, preparing your business for sale, researching the market and finding potential buyers, negotiating the optimal deal, providing commercial and financial input to the legal process, and managing the transaction to completion.
We are also experienced in providing vendor due diligence services as part of a well-executed sale strategy to maximise competitive tension in the process.
Private equity firms and portfolio companies require a range of compliance services and we have a highly experienced team of professionals skilled in advising on these areas.
Services we provide to PE firms and their portfolio companies:
For more information on unlocking financial success through expert accountancy services, please contact our team today.