Serving middle market private equity and its portfolio companies

A dedicated private company approach

“We understand what portfolio companies are looking for. What excites me about working with portfolio company clients is understanding the vision of all stakeholders and taking action to realize that.”

Greg Stribos, Private Company Services
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Read the latest insights for private companies on PwC's Private Company Perspectives

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  • 5,500+

    deals go through PwC annually

  • 50%

    of America’s largest private companies are PwC clients

  • 2,000

    professionals dedicated solely to serving privately held and entrepreneurial businesses

How we serve middle market private equity backed portfolio companies

Audit and assurance for private equity backed portfolio companies  

Our professionals are tech-enabling the audit to deliver exceptional quality audit reports, powered by people and technology which saves time and provides deeper insight into the business. Our award-winning auditing tools help to shift manual tasks to machines, allowing us to focus more on areas of higher risk and deliver new insights across your portfolio. We work with portfolio companies to focus operations to drive revenue, reduce costs and improve EBITDA. 

Tax services for private equity backed portfolio companies

We help portfolio companies understand tax issues, mitigate risk, and achieve your short and long term cash tax needs.In light of tax reform changes, tax jurisdictions in the United States and around the world are adapting to regulations with increased complexity, enforcement, and penalties. PwC’s PCS US tax professionals in collaboration with the Washington National Tax Services team work together to provide advice on regulatory matters affecting your portfolio companies and your Fund. This collaboration drives efficient tax compliance and planning that are aligned with the Fund strategy. 

Personal financial services for high net worth individuals

At PwC, we understand your overall financial outlook unlike anyone else. With a comprehensive relationship that includes the Fund, its portfolio companies, and your personal financial needs, we can achieve the deepest possible understanding of your unique individual tax position, paving the way for dependable, integrated tax and financial services. Let us show you what is possible with a holistic approach to your financial interests.

Leveraging PwC's global network

We leverage PwC’s global network of over 250,000 professionals in 158 countries, including the firm's private equity platform, to work as one team to provide middle market private equity funds and their portfolio companies with a single point of access for wide-ranging solutions to challenges at every level of their private equity business. We leverage the network and deliver solutions to:

  • Assist with financial diligence and structuring of acquisitions
  • Access capital markets
  • Deliver exceptional quality audits, powered by people and technology which saves time and provides deeper insights into the business
  • Develop an exit-readiness strategy and mindset
  • Create the right incentives to attract and retain talent

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Contact us

Shawn Panson

Shawn Panson

Private Company Services Leader, PwC US

Lauren Dettloff

Lauren Dettloff

Private Company Services, Sales and Marketing Leader, PwC US

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