Specialized Services
Audit
Private equity firms and portfolio companies require precise, audit-ready financials to meet investor, lender, and regulatory expectations. CBIZ delivers comprehensive audit solutions for funds, management, and portfolio companies, ensuring financial transparency, compliance, and reliable reporting to support investment decisions and operational strategy.
Portfolio Company
Providing financial accuracy and regulatory compliance for portfolio businesses.
Learn MoreManagement Company & Funds
Delivering fund-level audit expertise to meet investor and regulatory expectations.
Learn MoreTax
Private equity firms face complex multi-jurisdictional tax obligations that require expert compliance and structuring. CBIZ helps funds, managers, and portfolio companies with tax compliance, structuring, and outsourcing solutions that optimize tax strategies, mitigate risk, and support due diligence for seamless transactions and portfolio growth.
Portfolio Company Compliance
Managing tax reporting and compliance for portfolio businesses.
Learn MoreTax Co-Sourcing & Outsourcing
Providing custom tax solutions to support in-house teams or complete outsourcing.
Learn MoreAdvisory
CBIZ provides specialized advisory solutions to help private equity firms execute deals, enhance portfolio company performance, and maximize investment value. From M&A due diligence and cost recovery to valuation and operational performance enhancement, we ensure firms optimize every aspect of the investment lifecycle.
Performance Enhancement
Driving EBITDA growth, operational efficiency, and financial optimization.
Learn MoreCost Recovery
Identifying hidden cost-saving opportunities to improve portfolio performance.
Learn MoreTechnology
Technology plays a crucial role in private equity investments, from pre-deal IT diligence to post-close system integration. CBIZ provides customized technology strategies that help private equity firms evaluate IT risks, implement scalable financial systems, and ensure cybersecurity protection to drive long-term operational efficiency.
Systems Selection
Identifying and implementing ERP, CRM, and financial systems for scalability.
Learn MoreSystems Integration
Integrating new platforms and legacy systems for operational continuity.
Learn MoreUnmatched Expertise
CBIZ delivers value-driven solutions, you make informed investment decisions, optimize performance, and accelerate growth.
Connect with a Specialist
The CBIZ Difference
Growth and success in private equity requires an experienced partner. CBIZ provides tailored solutions designed to support funds, sponsors, and portfolio companies throughout the investment lifecycle.
- Industry-specific expertise — Deep experience working with PE-backed businesses, funds, and investors.
- Transaction-ready solutions — Delivering financial due diligence, structuring, and post-close optimization.
- Data-driven insights — Leveraging business intelligence and analytics to drive informed decision-making.
- Regulatory & compliance leadership — Securing fund and portfolio compliance with evolving tax and audit standards.
- Scalable technology & operational support — Supporting IT strategy, cybersecurity, and finance transformation.
Partner with CBIZ for a strategic advantage in private equity.
