EY Private Tax services for private equity portfolio companies

Experienced EY tax professionals understand the unique relationships between private equity funds, their investees and related business implications. The depth and breadth of our experience and technical knowledge enable us to serve funds and their portfolio companies with bespoke approaches focused on value creation, preparedness for future transactions and capital infusion.

Related topics

Private business
Tax
Private equity
Private Client Audit

The team

Petter Wendel
EY Global and Americas Private Equity Tax Leader
Jim Givens
Americas EY Private Tax Leader

What EY can do for you

Leveraging  knowledgeable, experienced tax leaders who understand issues facing ambitious private equity owned companies is more important than ever. As portfolio companies face complex and specific challenges, our experienced tax practitioners address those complexities with tax enhancing value across the private equity portfolio.

Our coordinated enterprise-wide approach serves all private equity levels (funds, transactions and portfolio companies), enables us to customize services and provides individual attention that can build and sustain long-term value.

Our client-focused private-equity team collaborates on business decisions at every stage of your portfolio’s growth, working through the investment lifecycle on business issues and needs such as employees, capital and assets to identify potential considerations through consistent, scalable methods, customized tax operating models and tax approaches.

The team

Petter Wendel

EY Global and Americas Private Equity Tax Leader

Tax advisor. Focused on bringing the best EY has to offer to private equity funds around the world.

New York, USA

Jim Givens

Americas EY Private Tax Leader

Passionate about team-building. Inspired by those who take risks. Loves the outdoors and spending time with family.

Tysons, USA

Our latest thinking

How a private equity tax function can reduce risk and maximize value

How to reduce risk and maximize value for your private equity tax function. Learn more.

17 Nov 2023 Petter Wendel

Managing QSBS status and working capital

Learn more about satisfying the requirements needed for corporations to meet the QSBS definition and redeploy cash within IRS Section 1202 guidelines.

02 May 2023 Tony Nitti

Four key areas for cost reduction and value creation in private equity

A focus on cost optimization can be used by private equity to build corporate resilience. Find out more.

06 Mar 2023 Neil McFerran + 6

Three ways CFOs are adapting to emerging private equity trends

Discover the latest insights on private equity trends from the EY Global Private Equity Survey to make better, more informed investment decisions.

18 Jan 2023 Kyle Burrell + 3

How PE firms are realizing the value of tax and finance operations

Having enjoyed considerable success in recent years, private equity firms are now transforming tax and finance operations to build for the future. Read more.

30 Jun 2022 EY Global

How PE CFOs create value through all five stages of the investment lifecycle

Private equity CFOs are central to every stage of the investment lifecycle, setting priorities and spotting opportunities to maximize exit value.

01 May 2021 Lukas Hoebarth + 4

    How EY can help

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