SERVICES TO PRIVATE EQUITY Supporting your transactions

THE POWER OF BEING UNDERSTOODAUDIT | TAX | CONSULTING

38,353PEOPLE

3,384PARTNERS

120COUNTRIES

FEES

$4.6bn

763OFFICES

RSM INTERNATIONAL

• Drive portfolio growth, identifying cost restructuring and value creation; and

• implement optimum management reporting.

• Maximise marketability and exit value; and

• assess trade or IPO route.

• Execute efficient and effective sale process.

• Confirm structure; • improve price and terms; • minimise surprises; and • identify operational improvement

opportunities.

• Ensure day one readiness; • transition resources seamlessly

from pre to post-close; and • help management adapt to

PE ownership mind-set and requirements.

PRE CLOSE

POST CLOSE

OPERATIONAL IMPROVEMENT

EXIT READINESS

EXIT

A FULL SUITE OF SERVICES FOR THE PE MARKETRSM employs a coordinated approach to our relationships with private equity firms and their portfolio companies. We recognise that private equity firms own and control portfolios of businesses that are often geographically spread and operate in numerous industries using a wide range of professional advisors.

As a private equity client of RSM, we aim to understand and address your entire enterprise and consider our relationships with your portfolio companies as an important part of our relationship with you.

We believe that this joined up approach enables us to provide a comprehensive and seamless service to private equity managers through the lifecycle of each fund and the acquisition, development and realisation of each business.

PE fund formation and structuring

Post-close:• Acquisition support for buy and

build strategies.

• Risk and corporate governance.

• IT systems and control review and testing.

• Tax efficient employee participation and reward.

Pre-close:• Financial and tax due diligence.

• IT and operational due diligence.

• Origination and buy-side advisor.

FOCUSSED ON THE LIFECYCLE OF A PRIVATE EQUITY INVESTMENT

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Exit: • Sell-side advisory.

• Vendor financial tax and due diligence.

Exit readiness: • Assessment of trade,

secondary PE or IPO route.

• Pre-sale corporate and personal tax planning.

• IPO readiness and reporting accounting.

• Business valuation.

Business improvement:• 100 day operation and integration.

• Statutory and open balance sheet audit.

• Finance transformation and optimisation.

• Business process operational improvement.

• ERP/CRM implementation

2.5x 25% IRR

TIME (USUALLY 3-5 YEARS)

TRANSACTION SERVICES OFFERING TAILORED TO PRIVATE EQUITYWe provide a full range of advisory services, from M&A lead advisory, due diligence and technical services such as tax and financial modelling. Our Corporate Finance team is a significant force in the mid market.

• Model building, consultancy and review/analytical evaluation.

• Wide experience of building transaction models for acquisitions .

• Operational models for divestments and spin offs.

Financial modelling

• Financial, taxation, information technology, human resources and environmental due diligence.

• Advising both buyers and sellers.

Due diligence

• Clients range from private companies to large plcs.

• Detailed buyer research and analysis.

• Packaging and presentation.

• Leading negotiations.

• Project management.

M&A and private equity

• Tax integrated into all Corporate Finance offerings.

• Tax hub – specialist tax team.

• Corporate structuring.

• Shareholder planning.

• Tax clearances.

• VAT and employment taxes

Transaction tax

We know and understand the deal making community.

We have around 30 partners and a further 100+ professional staff nationally, who will provide a hands-on senior led service.

Comprehensive range of services for our corporate finance clients.

Mid market focus – every transaction is important to us.

In depth knowledge of the market – including buyers for any disposals and targets for future acquisitions.

Global reach.