The private equity market plays a vital role in driving the Australian economy, and is a core strategic focus for RSM Australia’s private equity advisory and fund services team.
Our dedicated private equity team offers comprehensive, multi-disciplinary support across the entire investment lifecycle. Our experienced advisors specialise in private equity fund services, transaction support, and portfolio company advisory, providing tailored solutions that help fund managers, investment professionals, and portfolio company executives maximise value and achieve strategic growth.
From fund structuring and regulatory compliance to deal execution, post-acquisition integration, and operational improvement, we work closely with stakeholders at every stage.
Our deep understanding of the Australian and global private capital landscape ensures that clients receive proactive, insightful advice aligned with evolving market dynamics and regulatory frameworks.
Our services include:
Our fund services team supports fund managers and investors at every stage of the fund lifecycle, from initial setup through ongoing management and closing. We understand the unique demands of private capital in Australia and abroad.
We work across a variety of investment strategies in Australia and beyond, including:\
- Venture capital and growth capital funds
- Buyout and debt funds
- Infrastructure and real estate investment vehicles
- Regulation
Fund managers face a complex and evolving regulatory landscape in Australia, including compliance with the Corporations Act, ASIC requirements, taxation laws, and other regulatory obligations. Our specialists provide comprehensive support throughout the fund lifecycle and work closely with industry bodies like the Australian Investment Council (AIC) to stay at the forefront of regulatory change.
Our fund services team specialises in fund structuring and is adept at navigating the challenges faced by emerging managers and established global private capital firms. Whether your fund is domiciled in Australia or a key international jurisdiction, we provide tailored solutions and international expertise to optimise your fund structure.
Our transaction services offer practical, industry-focused advice to support private equity deals from start to finish. We combine technical expertise with hands-on experience to help you navigate every aspect of the transaction process.
Our sector specialists provide pragmatic deal advice to private equity firms across key sectors, including:
- Healthcare and life sciences
- Technology, media and telecommunications
- Industrials and consumer products
- Energy and resources
- Property and Construction
Our deals team focuses on ensuring investment success at every stage. From rigorous due diligence and deal execution to post-deal integration and operational support, we work alongside management and investors to maximise value creation throughout the investment lifecycle.
Our data and technology specialists help management leverage robust data and digital tools to drive growth. We implement systems and processes that ensure high-quality information and analytics throughout the investment lifecycle, enabling data-driven decision making and value creation.
We work closely with portfolio company management teams to support growth and enhance value. Our services cover everything from post-acquisition integration to ongoing operational improvement and exit preparation.
We help portfolio companies with post-deal integration planning, including detailed 100-day planning to address issues identified during due diligence or the initial post-acquisition phase. This lays the foundation for management to focus on driving growth and value creation.
We take a solutions-based approach, supporting the success of portfolio companies through audit, tax, and advisory services. Whether optimising financial reporting, managing compliance, or improving processes, our experts help portfolio companies achieve operational excellence and strategic objectives.
We provide ongoing support to portfolio companies throughout the investment life cycle. Our team guides management through growth strategies, value creation initiatives, exit readiness, and realisation of returns, ensuring the portfolio continues to perform as expected.
Our Private Equity Business Leaders Program connects high-calibre industry executives including CEOs, CFOs, chairs, and non-executive directors who have a proven track record of driving value in private equity-backed businesses. Participants benefit from peer networking, mentorship, and professional development opportunities, exchanging insights on best practices and emerging trends in private equity. The program is designed to help leaders sharpen their skills, build influential networks, and enhance value creation within their organisations.