Private Equity & Investment Funds
Funds and portfolio companies across the investment lifecycle.
Funds and their portfolio companies move through distinct stages — raising, deploying, holding and exiting — each with different tax and advisory needs. We support private equity and investment funds with deal advisory, portfolio company tax structuring and valuation support across the investment lifecycle.
Funds tend to need the most support at the deployment and exit stages of the investment lifecycle, while portfolio companies more often need ongoing tax structuring and valuation support that keeps pace with the fund's reporting and hold-period requirements.
Where we typically help
- Fund and deal structuring advisory
- Portfolio company tax and transfer pricing structuring
- Buy-side and sell-side due diligence
- Portfolio valuation for fund reporting
- Exit planning and readiness assessments
Sector experience, not generic advice
We organise our tax, advisory and business services teams around industries, not just services — so recommendations reflect how your sector actually operates.
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