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Private Equity

Private Equity
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J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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We deliver specialized financial, technical, and strategic expertise to private equity firms both pre- and post-acquisition.

We understand the unique complexities of the private equity landscape. Our professionals leverage extensive experience and wide-ranging expertise to deliver strategic guidance that allows our clients to make well-informed decisions throughout the investment lifecycle.

Our comprehensive support does not stop at the point of acquisition. We offer a full suite of services that provides continued support and helps our clients manage their portfolio of companies.

TANGIBLE & INTANGIBLE
ASSET EXPERTISE
BUSINESS INTELLIGENCE &
POLITICAL RISK
REGULATORY & COMPLIANCE
CONSULTING
FORENSIC ACCOUNTANTS &
ECONOMISTS
Technical Expertise

TANGIBLE & INTANGIBLE
ASSET EXPERTISE
BUSINESS INTELLIGENCE &
POLITICAL RISK
REGULATORY & COMPLIANCE
CONSULTING
FORENSIC ACCOUNTANTS &
ECONOMISTS
Technical Expertise

Specialized Expertise for the Private Equity Industry:

Our experts serve as trusted advisors to private equity firms, hedge funds, and investment banks throughout the investment lifecycle. We deliver strategic guidance in pre-acquisition stages, throughout the transaction, and continued support after an acquisition is complete. We leverage extensive experience and wide-ranging expertise to create and drive enterprise value for our clients.

Learn more about how we serve private equity firms worldwide below.

Pre-Acquisition Support

BUY- & SELL- SIDE TRANSACTION SERVICES

Our transaction team sources opportunities for private equity firms. We act as sell-side advisors for a variety of clients while also advising private equity firms on underwriting issues pertaining to technology and intangible (IP) asset value.

DISCREET CORPORATE DUE DILIGENCE

We offer varying levels of pre-transaction due diligence in line with our client’s position throughout the investment cycle. Whether our client is part of the bid process and wants an initial high-level red flag check or has confirmed exclusivity and needs a more holistic review, we help our clients understand their counterparties and strengthen their negotiating position. In addition to public records and social media research, we undertake overt or discreet interviews with sources close to the target, providing actionable intelligence to support the decision-making processes.

CYBER DUE DILIGENCE

Before a private equity firm makes an investment, we evaluate the current state of a target company’s cyber security maturity and hygiene programs against industry best practices and help map these to our client’s existing functions. Our experts specialize in security testing/hardening and program development and can help if significant gaps are identified during the initial assessment.

ENERGY INFRASTRUCTURE / ESG

Energy markets are only at the beginning of a decades-long transition driven by increasing climate regulations and rapid decarbonization, which profoundly impact energy infrastructure investments. Significant political, regulatory, and market risks specific to each energy market, geography, and asset class will vary over time and significantly complicate investment opportunities. Our experts have an in-depth understanding of market fundamentals and risks, successfully assisting investors in identifying and evaluating energy infrastructure investment opportunities worldwide. We have evaluated hundreds of energy assets, advised clients on market entry strategies, and performed due diligence investigations into specific investment opportunities. We have performed state-of-the-art analyses of various conventional, renewable, and storage plants worldwide. Our specialties include electric utilities and power producers and their generation assets.

FINANCIAL DUE DILIGENCE

Once our client has reached the exclusivity period and has access to the target’s data room, our team of accounting and valuation experts deliver a tailored approach to financial due diligence. We leverage deep industry and operational expertise with a full suite of services to understand the composition and quality of a target’s balance sheet (including fair value determination) and assess the quality of a target’s earnings, financial reporting, and associated internal control structure.

Post-Acquisition Support

ONLINE PORTCO MONITORING

We help private equity firms manage the activities of their portfolio of companies through systematic and targeted online monitoring. Our team monitors traditional media, social media, and legal filings to alert our clients of any major activities within or around the company on a daily, weekly, or monthly schedule. We start all monitoring projects with a consultation to ensure we understand our client’s parameters and priorities.

COMPREHENSIVE PORTCO CYBER SECURITY REVIEW

We recognize that not every transaction will necessarily include sufficient time to accomplish all desired cyber due diligence. However, we recommend conducting a deep review of our client’s portfolio of companies to ensure that they all meet industry standards for cyber security. Our team also provides additional cyber security services, including incident response and preparedness planning, tabletop exercises, training, and virtual/fractional CISO (vCISO).

INTERNAL INVESTIGATIONS & DISPUTES

Our experts support companies in distress by providing significant experience as turnaround consultants, chief restructuring officers, receivers, financial advisors, board members, trustees, and other related roles. We utilize an integrated method to maximize recoveries for both creditors and equity. Our team has a longstanding track record of successfully turning entities around in multiple industries.

CORPORATE ADVISORY IN DISTRESSED SITUATIONS

Our experts support companies in distress by providing significant experience as turnaround consultants, chief restructuring officers, receivers, financial advisors, board members, trustees, and other related roles. We utilize an integrated method to maximize recoveries for both creditors and equity. Our team has a longstanding track record of successfully turning entities around in multiple industries.

Our Technology & Scientific Capabilities

Technical Expertise

Our global team includes engineers, scientists, lawyers, technologists, intellectual property advisors, and cryptocurrency consultants who deliver guidance to clients in the private equity industry. Their knowledge-based expertise addresses various environmental, medical, engineering, construction, and regulatory matters, providing our clients with critical insights relating to infrastructure, construction, real estate, healthcare, litigation funding, and digital assets.

We also provide pre-acquisition environmental due diligence, including environmental, social, and governance (ESG) and operational reviews, as well as corrective measures and implementation assistance post-acquisition.

 
Our Experts