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We advise private equity funds and their portfolio companies from deal sourcing and origination through to exit, providing specialist solutions at every stage of the investment lifecycle.
We bring together expertise in M&A, due diligence, audit, valuation, tax, employment law and financial advisory, taking a multidisciplinary approach that supports informed decision-making and contributes to value creation.
Our services
- Identification and screening of investment opportunities (deal sourcing).
- Buy-side M&A advisory services.
- Preliminary valuations of businesses and assets.
- Advice on debt financing and structuring.
- Preliminary assessment of the transaction's tax structure.
- Initial assessment of the company's financial position.
- Review of the business plan and its underlying assumptions.
- Financial modelling and business valuation.
- Identification of potential risks and contingencies (red flags).
- Support with the preparation and negotiation of letters of intent (LOIs) and offers.
- Financial due diligence to assess the company's financial position and performance.
- Tax, legal and employment due diligence to identify potential risks and liabilities.
- Assessment of IT, environmental (ESG) and commercial risks.
- Analysis of quality of earnings (QoE), working capital and net debt.
- Advice on the negotiation and execution of sale and purchase agreements (SPAs).
- Purchase price allocation (PPA).
- Preparation and review of opening balance sheets.
- Integration of financial, accounting and reporting processes.
- Support with operational and organisational integration following the acquisition.
- Outsourced financial management services (CFO as a Service).
- Statutory audits and other review and assurance services.
- Impairment testing and business valuations.
- Accounting, financial management and reporting services.
- Ongoing tax, legal and employment law advice.
- Cash flow optimisation and working capital management.
- Advisory support for bolt-on acquisitions.
- Preparing portfolio companies for divestment (exit readiness).
- Vendor due diligence to anticipate risks and facilitate the sale process.
- Sell-side M&A advisory services.
- Preparation of financial forecasts and investor documentation.
- Support with business or asset carve-outs.
- Advice on tax structuring for the exit.
Why choose RSM for private equity?
Middle market focus
Partner-led engagements and dedicated relationship managers
Fact-based insights enhanced by experience
Unmatched depth in technology transformation
Relentless focus on measurable impact
What our clients say
"What we value most about RSM is the commitment of its professionals and their ability to understand our business needs. Having a responsive, approachable team with expertise across different disciplines gives us confidence and enables us to make informed decisions with a broader perspective at every stage of the investment lifecycle".
