Private Equity Ideas & Insights

Our perspectives on the issues and ideas most important to private equity.

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Additional insights that may be of interest 


Future-proofing investment strategies

Why and how ESG, technology and data best practices will be increasingly vital for the future of private equity value creation.


Conducting sell-side due diligence yields best results

Sell-side due diligence facilitates a more efficient transaction and offers a better understanding of a company’s strengths and weaknesses.

  • Marc Logan


Winning as a seller

Sellers are able to command top dollar if they go into the sales process ready to hit the ground running which includes tax preparation.

  • Jennifer Wiskus, John Wozniczka


Beyond diligence: How transactional data is irreplaceable

Failing to uncover significant operating and financial performance drivers can put a deal and the investors at risk and it’s not necessary.

  • Mark Cox, Patrick Harsnett


The tax function as value-add lever

Allocation and tiering leader PartnerSight addresses challenges of getting private equity data tax-ready, helping finance teams drive value.

  • Lauren Demas, Brad Collins


Powering deals through the game-changing Global M&A Tax Virtual Hub

The hub creates opportunities for private equity and offers unparalleled insight into cross-border transactions in key economies.


Employee Retention Credit: Answers to frequently asked questions

The Employee Retention Credit provides liquidity benefits for many businesses and was significantly expanded for 2020 and 2021.

  • Anne Bushman, Nicole Kelley


Q1 2021 Dealmaker Roundup

Three veterans of the life sciences private equity and M&A market share intel about dramatic changes in the industry.


Financial statement audits versus quality of earnings analysis

While an audit and quality of earnings analysis are different, they are complementary and can provide stronger insight within a transaction.

  • Ricky Jain, Stephanie Hom, Jen Dobbins


Tax technology for investment partnerships

Investment partnerships face a complex landscape when it comes to tax compliance. The solution lies in partnership tax technology.

  • Gennaro Musi