Private equity

We provide a broad range of services to mid-market private equity (PE) funds and their investment teams, portfolio operations teams and portfolio companies.

RSM has built a strong reputation in PE over many years – it’s one of our key focus areas. We work with a diverse range of mid-market private equity managers both in the UK and globally.

Regulatory pressure, unpredictable markets and increased competition drive the need for excellence and differentiation in PE. We understand the challenges you face, including sourcing the right opportunities, before evaluating, securing, and creating value from those investments. Our PE specialists will help you navigate those challenges, to maximise the value of your investments. 

PE fund services

Our PE fund services support finance and operations teams, providing fund audit, tax, and administration. We also address governance, compliance and technology challenges in this area.

PE transaction services

Focusing on supporting PE investment teams, we provide a range of transaction services, including lead advisory and financial due diligence.

PE portfolio company services

Once a PE firm begins working with a management team, the active journey to create value starts. All parties involved have ambitious objectives and a relatively short timeframe to create and realise value. We offer a range of portfolio company services, delivered by PE-centric teams, to support these objectives.

PE Business Leaders Programme

Our PE Business Leaders Programme connects best-in-class CEOs, CFOs, chairs, and non-executive directors who have strong experience in driving value within PE-backed businesses. Building these strategic, long-term relationships helps our PE clients tap into expertise whenever it’s needed.