BDO offers a comprehensive range of due diligence, tax, operational advice, and advisory services to Private Equity (PE) firms, portfolio companies, funds, and investors. Whatever opportunity or challenge you face, our experienced team can enhance your return on investment.
Buy-side Advisory
BDO PE specialists support PE firms in completing deals and investments with a full-scope buy-side offering, including sector mapping, investment opportunity introductions, modeling, valuation, investment committee paper assistance, exit papers, buy & build target identification, debt advisory, project management, and negotiation support.
We provide detailed knowledge from working with target or similar businesses and understanding the vendor mindset, especially that of entrepreneurial leaders. This helps find common ground and understanding, leading to successful investments.
Transaction Services and Due Diligence
Due diligence removes unwelcome surprises and mitigates risks, ensuring PE firms and investors have full visibility of all issues and risks. Our sector expertise and mid-market experience enable us to conduct due diligence on portfolio companies across various sectors. We routinely perform both buy-side and sell-side due diligence, understanding the pressures PE firms face and the importance of getting it right the first time.
Our transaction services include financial, tax, IT, and operational due diligence, as well as negotiation of completion mechanisms and SPA advice.
Fund Audit and Tax Compliance
We help Private Equity firms comply with local tax filings and provide annual tax reporting information to investors and executives. Our PE tax team understands private equity structures and delivers flexible, robust tax reporting solutions. We also advise on personal tax positions, including complex situations like the UK remittance basis, carried interest, and managing tax credits for US taxpayers.
Tax Structuring
Our team advises on tax consequences at acquisition, during ownership, and on exit, providing investors with a clear understanding of post-tax returns. We combine pragmatism with expertise to suggest structures that align with commercial aims, considering the issues of all stakeholders, including management teams, GPs, and investors.
Operational Improvement for Portfolio Companies
We work with numerous PE-backed businesses, understanding their operations, challenges, and ambitions. Our sector-specific expertise and tailored advice drive accelerated growth and returns. Our financial and operational advisors help portfolio companies identify and implement improvements for financial and operational effectiveness.
Exit Readiness
A portfolio company is always for sale at the right price. Preparing for sale and exit should start from day one. Our PE specialists conduct “exit readiness” reviews, deliver Vendor Due Diligence, support Data Room creation and maintenance, and review financial, tax, and operational arrangements to ensure the best return possible.