Private Equity & Portfolio Companies

We work with a broad range of private equity firms and portfolio companies, from early-stage businesses through to established companies preparing for exit.

Whether you are a PE firm managing a portfolio of investments, a management team navigating a buyout, or a portfolio company going through a period of rapid change, we have the experience and expertise to support you at every stage.

Financial due diligence is a thorough review of a target company’s financial position before an investment is made. We examine historical financial performance, the quality of earnings, working capital requirements, cash flow trends, and any potential financial risks or liabilities. The goal is to give you a clear and accurate picture of what you are buying, so you can make an informed investment decision and negotiate from a position of strength.

We understand that every PE firm has its own reporting requirements and every portfolio company has its own set of performance metrics. We work closely with your team to design management accounts and KPI dashboards that reflect what matters most to you. Whether you need monthly performance updates, consolidated reporting across multiple entities, or custom investor dashboards, we build our reporting around your needs.

Cash flow management is critical at every stage of the investment cycle, particularly during periods of growth, transition or acquisition. We prepare detailed cash flow forecasts that give you visibility weeks and months ahead, helping you manage working capital effectively, plan for upcoming investment requirements and ensure your portfolio companies always have the resources they need to operate and grow.

Yes. We provide a full suite of accounting and compliance services for portfolio companies, including statutory accounts preparation, corporation tax returns, VAT, payroll and Xero online accounting support. We ensure all deadlines are met and filings are accurate, giving your management teams the freedom to focus on running and growing the business.

Vendor due diligence is a financial review carried out by the seller ahead of a transaction, rather than waiting for a buyer to conduct their own due diligence. It gives potential buyers confidence in the accuracy of the financial information being presented and can significantly speed up the transaction process. We recommend beginning to think about vendor due diligence at least 12 months before a planned exit, to allow time to address any issues that arise.

Exit preparation is something we recommend starting well in advance of a planned transaction. We work with your management team and advisors to clean up the financials, ensure all statutory filings are up to date, prepare vendor due diligence reports and make sure all financial documentation is accurate and investor ready. Our goal is to maximise the value of your business and ensure the transaction process runs as smoothly as possible.

Absolutely. Management buyouts can be complex and fast moving, with significant financial and tax implications for the management team involved. We provide support throughout the MBO process, from financial modelling and structuring advice through to due diligence support, funding preparation and post-transaction accounting. We help management teams navigate the process with confidence and ensure the right financial foundations are in place from day one.