Integrated audit, tax and transaction support for private equity firms and portfolio company finance teams.

Private equity services that deliver operational confidence from acquisition to exit

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Serving the PE ecosystem. Solving at scale.

From diligence to daily operations, we help middle market portfolio companies move with speed, confidence and clarity. We bring insights from thousands of deals each year, trusted relationships with more than half of America’s largest private companies and experience working with every one of the top 25 global PE firms. Supporting over 1,100 portfolio companies annually, we help you unlock value faster and drive results that last.

Creating value takes more than speed — it takes consistency. We help private equity firms and their portfolio companies move faster with fewer surprises, delivering standardized, scalable solutions that drive performance across the portfolio. Value is realized at exit, but built every day — and we help make sure you're ready.

Accelerating value, from diligence to exit

We help private equity firms and portfolio companies accelerate value creation with integrated, tech-enabled solutions tailored to every stage — from diligence to exit.

Preferred provider simplicity

PwC’s preferred provider model streamlines portfolio-wide delivery of audit, tax and advisory services. With centralized coordination, standardized execution and a phased rollout approach, we help private equity firms reduce complexity and unlock value faster — without re-onboarding a new team for every portfolio company.

Deal advisory and diligence support

Rapid financial, tax and operational due diligence to uncover risks and opportunities pre-acquisition.

Private equity audit services

Scalable audit solutions tailored for PE-backed companies, designed to support IPO readiness and compliance with speed.

Tax structuring and compliance for PE

Efficient tax structuring, global compliance and K-1 automation across funds and portfolio companies.

Portfolio company transformation

Performance improvement, digital enablement and cost optimization to enhance EBITDA and unlock value.

Exit readiness and IPO advisory

Strategic support to prepare for exits, including audit readiness, financial reporting and deal execution.

CFO enablement and finance team training

Upskilling and advisory for portfolio CFOs and controllers through ongoing training, webcasts and toolkits.

Technology-enabled delivery

Real-time insights and portfolio coordination through PwC’s proprietary platforms, like SightLine.


Support beyond the portfolio. Executive and wealth services for private equity leaders.

Tailored planning and personal tax services to help you manage complexity, protect assets and achieve your financial goals. Our work doesn’t stop at the portfolio. We help you protect and grow your personal wealth with specialized services in executive tax planning, estate strategy, trust structuring and family office design. From unique assets to succession planning, our professionals deliver personal guidance backed by global insight — so you can move forward with confidence.


Contact us

Mark Watermasysk

Mark Watermasysk

Private Equity Assurance Leader, PwC US

Kristen  Noell

Kristen Noell

Private PE Tax Leader, PwC US

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