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Private Equity

Accounting, consulting, and due diligence to help private equity firms make informed decisions, manage uncertainty, and create value.
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PE investment funds served


PE portfolio companies served

Top 10

U.S. firm*

Experience and insight that helps bring tangible value.

Private equity is a dynamic industry. Firms seek insights into a company’s strengths, weaknesses, potential risk areas, and improvement opportunities to manage, operate, and sell a successful business. Forvis Mazars leverages extensive knowledge and a presence in the middle market to help provide one-stop services for private equity firms.


Our professionals cross multiple service lines to help private equity firms, investment funds, and their portfolio companies meet their needs in a fast-paced market. We tailor our approach based on your needs and routinely work together with our firm's deep global resources to develop strategies and services for your success, now and in the future. Combined with our Unmatched Client Experience®—we listen, respond, and consult with purpose to serve you, whatever your needs.

From fund formation to exit strategies and beyond, our assurance, tax, and consulting services can help:

  • Provide fund management with the ability to measure and analyze your business
  • Deliver innovative due-diligence services for middle-market transactions
  • Increase financial information credibility
  • Manage tax liabilities and identify opportunities
  • Attain measurable growth in the value of your private equity investments

Whether you need the highest level of assurance or you’re seeking assistance with bookkeeping or keeping up with the latest changes, Forvis Mazars can help.

Our assurance services include:

  • Financial Statement Audits—Funds & Portfolio Companies
  • Cash Basis to Accrual Basis (Initial U.S. GAAP Audit Assurance)
  • Purchase Price Allocation Assistance
  • Stock-Based Compensation
  • Lease Accounting
  • Revenue Recognition
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Develop advantageous tax strategies that allow you to plan for the future. Our tax consultants work full-time to keep up with changes in tax laws. We create strategies to help you take advantage of benefits within the tax law and reduce your tax burden.

Our tax services include:

Pre-Transaction Consulting

  • Preparatory Sell-Side/Buy-Side Tax Due Diligence
  • Separation/Carve-Out Procedures, Including ASC 740 Processes
  • Structuring & Strategic Tax Modeling

Transaction Consulting

  • Sell or Purchasing Transaction Support
  • Parachute Payments Planning Under Section 280G
  • Section 382 Planning
  • Stock Basis & E&P Studies

Post-Transaction Consulting

  • Purchase Accounting Under ASC 740 & 805
  • Tax Support for Separate Jurisdiction Valuations
  • Transaction Cost Analysis
  • Post-Transaction Structuring
  • Tax Cash Flow Forecasting
  • Stub Period Tax Return Compliance
  • Due Diligence Exposure Remediation

Onboarding & Integration: 

  • Target Company Tax Process Documentation & Retention
  • Tax Function Process Alignment
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Leverage our extensive knowledge, experience, and presence within the middle market to help you make informed decisions. We provide a resourceful, one-stop source at any stage of the transaction lifecycle for private equity groups, portfolio companies, and companies that may be acquired or sold.

Our consulting services include:

  • Sell-Side Merger & Acquisition Consulting
  • Buy-Side Financial/Accounting/Tax Due Diligence
  • Sell-Side Financial/Accounting/Tax Due Diligence
  • IT Due Diligence
  • Post-Transaction Services
  • Interim CFO & Performance Improvement
  • Merger Integration & Transformation
  • ERP Implementation & Calibration
  • Purchase Price Allocation (Opening Balance Sheet)
  • Valuation of Tangibles & Intangibles
  • Equity Valuations
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How Forvis Mazars Can Help You

Transaction Advisory
Whether buying or selling, get valuable insight before transacting & committing your capital, energy, & reputation.
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PE Value Creation
Forvis Mazars can help you attain measurable growth and momentum in your private equity investments.
Investment Banking
Understand trends and learn how to enhance your company’s value in a constantly evolving market landscape.
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* Forvis Mazars was ranked number eight on Inside Public Accounting's 2022 annual ranking of accounting firms by revenue.

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