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.

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.

  • Examples of our customized service offerings include:

    • EBIDTA planning
    • Tax structuring and considerations
    • Compliance and planning
    • Credits, incentives and refunds
    • Outsourcing
    • Transfer pricing and cross border requirements
    • Tax accounting and financial statement reporting
    • Technology: analytics, automation, transformation and innovation
    • Workforce and mobility

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