Private Equity

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

Operational & Technical Expertise

TANGIBLE & INTANGIBLE
ASSET EXPERTISE

BUSINESS INTELLIGENCE &
POLITICAL RISK

REGULATORY & COMPLIANCE
CONSULTING

FORENSIC ACCOUNTANTS &
ECONOMISTS

Operational & Technical Expertise

Connect With Us:

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.

Comprehensive Transaction Due Diligence Assessment

As part of the transaction due diligence process, most investors seek one or more outside assessments from third parties, often with individual expertise. We deliver a comprehensive solution combining financial, operational, and technical expertise to provide investors with turnkey, holistic transaction diligence. Our rapid initial reviews provide operational and financial insights that not only look at historical performance but also include an assessment of sustainable future profitability. Most transactions require one or more of the following assessments, which we provide to investors from a single source:

Quality of Earnings
Quality of Operations
Cyber Security / Technology Review & Evaluation
Intellectual Property (IP) Valuation & Review
Tax Diligence
Human Resources Systems Review
Commercial Real Estate (CRE) Valuation
Environmental, Health & Safety & Sustainability Assessment
Political Risk Analysis
Supply Chain Integrity Assessments

Learn more about our Transaction Diligence Support services.

Operations Diligence

Regardless of the type of transaction, it is important to continually revisit and improve operationally oriented strategies, especially when a shift in an enterprise’s operational footprint or corporate strategy could put new pressure on operations.

We have an unparalleled track record of implementing solutions for operational excellence. Our operations review provides a comprehensive assessment of the target investment company’s operations in all aspects, including evaluating the management talent and organizational structure, supply chain and manufacturing processes, systems and controls, and sales and marketing processes.

We provide an in-depth evaluation of these areas to help inform our view of the target company's future performance and thoroughly examine the business's underlying operational health. While our operations review is intended to provide a full-scope view of an organization’s operations, it is deliberately flexible and adaptable to each unique transaction’s requirements based on strategic, financial, or bolt-on investment strategy.

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.

Learn more about our Sustainability & ESG services.

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

Integration Planning & Execution

Our experts assist private equity clients to seamlessly integrate and align business functions, operations, systems, and company cultures following an acquisition. We help identify cross-functional synergies between companies, mitigate potential issues, and maximize business enterprise value. We assist with integration planning and execution efforts, including overarching strategy and direction, operations, culture creation, communication, leadership, and short-term KPIs, among other areas. Our proven methodology addresses the primary pillars of business success – a company’s driving purpose, its people, operational processes, platform, product, and presence in its respective market(s).

Learn more about our Integration Planning & Execution services.

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 team is comprised of forensic accountants, eDiscovery specialists, former law enforcement professionals, and former regulatory and litigation attorneys with decades of industry experience. We provide a multidisciplinary approach to investigations and post-acquisition disputes related to a broad range of allegations, including fraud, accounting and financial reporting issues, corruption, and employee misconduct. Our professionals interview key employees and other relevant parties while analyzing electronic and manual accounting records to identify the root cause and financial impact of key issues.

Learn more about our Investigations & Compliance Consulting services.

CORPORATE ADVISORY IN DISTRESSED SITUATIONS

Our experts support companies in distress by providing significant experience as turnaround consultants, chief restructuring officers, interim management, 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.

Learn more about our Turnaround & Restructuring Services services.

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.

Learn more about our Technical & Scientific expertise.

Related Insights

Our insights cover a variety of topics impacting businesses, society, the economy, and the environment. Check out our latest white papers, research reports, educational seminars, industry speaking engagements, and perspective articles.

Perspectives

Lending Climate in America – 1st Quarter 2025 Survey

Perspectives

Intellectual Property Issues in Buy/Sell Agreements

Perspectives

Crosscurrents: Harmonizing Global Sustainability Reporting & IFRS and ESRS Interoperability Guide

View All Insights

Areas of Expertise

Learn more about the expertise and services our firm delivers.

Insights

View our white papers, industry resources, and catalog of educational seminars.

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Our Team

Learn more about our team of specialized experts.

J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

Service Organization Control (SOC) 2 Type II

Areas of Expertise

Technical & Scientific

Strategic Advisory

Financial Investigations, Valuation & Risk

Digital & Data

Insights

White Papers & Research Reports

Perspectives

Educational Seminars & Events

Markets Served

About J.S. Held

Media Relations

J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held is not a law firm and does not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB or Ocean Tomo Investments, a part of J.S. Held, member FINRA/SIPC. All rights reserved.

J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

Service Organization Control (SOC) 2 Type II

Areas of Expertise

Technical & Scientific

Strategic Advisory