Private equity

Uncover the right deal opportunities with the right insights

How we support our private equity and pension funds

At PwC Canada, we have a dedicated team of specialists who focus on driving sustained outcomes for our private equity (PE) and pension fund clients across all aspects of their business models, including deal execution, portfolio company value creation and fund operations.

Our integrated approach

Our integrated approach to diligence goes beyond traditional financial and tax diligence. We provide deep insights into key commercial, operational, technology and people risks, as well as a view on holistic value creation opportunities. Whether you’re looking to stand up a new platform or considering potential bolt-on acquisitions for an existing portfolio company, our team of deals and industry specialists will help enhance your diligence and value creation planning so you can bid competitively and with confidence.

We recognize the middle and back office are the backbones of your business. In changing times, PE funds should review their operating models for not only effectiveness now, but to look at how they can grow efficiently to capture future opportunities. Our team of asset management specialists can support you in optimizing your core operations across finance and tax. Whether it's removing complexity from your finance and operations, considering or improving outsourcing options or adopting technology to unlock the power of data in your business, we can help identify and implement the right solutions.

Our practice includes functional, industry and operating specialists who work in partnership with management teams and their PE sponsors to optimize and accelerate performance improvement and realize deal objectives.

We leverage our deep subsector capabilities in areas such as commercial strategy, operations, digital transformation, organizational design and environmental, social and governance (ESG) to support portfolio companies in realizing their most ambitious growth and operational effectiveness goals.

We have deep expertise providing a range of advisory, assurance and tax services to our private clients. From enhancing management reporting and forecasts to optimizing tax structures, we’re focused on supporting portfolio companies in running their day-to-day business in an efficient and optimized way and further building trust with their PE sponsor. 

How we can help

Our team of PE specialists works with PE funds and their portfolio companies across the investment continuum. Locally, regionally and globally connected, our team supports funds in deal origination, strategy, execution and negotiation, and we combine this with audit, tax, HR and advisory services to fund and portfolio companies.

With our leading-edge capabilities in deal analytics, deal strategy, geopolitical investing (including emerging markets) and portfolio value creation, we help enhance our clients’ investment decisions. Our dedicated PE team provides a single point of access to the right specialists at the right time—and is committed to fully understanding your specific issues and working with you to bring a tailored solution.

“In this competitive environment, it’s critical that private equity and pension funds look across their operating model to make sure they’re best positioned to access capital, source and execute transactions and accelerate their speed to value creation. From the front to back office, our team has experience advising on a breadth of people, process and technology issues to help our clients drive better returns for their investors.”

Michael Shea,National Private Equity & Pension Fund Leader, PwC Canada

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Michael Shea

Michael Shea

National Private Equity & Pension Fund Leader, PwC Canada

Kai Lakhdar

Kai Lakhdar

Partner and National Private Equity and Pension Fund Consulting Leader, PwC Canada

Frédéric Bouchard

Frédéric Bouchard

Mid Market Private Equity Leader, PwC Canada

Talia Dabby

Talia Dabby

Partner, Technology, PwC Canada

Éric  Labelle, LL.L.

Éric Labelle, LL.L.

Partner, International Tax, PwC Canada

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