Private Equity Firms
Templeton brings deep experience in supporting private equity firms with diligence, financial clarity, and strategic execution. From pre-deal analysis to exit planning, we help you uncover hidden risks, assess earnings quality, and validate assumptions—so you can move decisively and protect value throughout the lifecycle of the investment.
Strategic Insight Across the Investment Lifecycle
From pre-close to post-exit, we support private equity firms with clarity, confidence, and analytical depth—ensuring smarter decisions at every stage.
Financial Statement Analysis
We deliver clear, audit-ready financials backed by rigorous analysis of key performance drivers. Our insight helps PE teams evaluate EBITDA quality, working capital trends, and underlying cash flow—all critical for informed valuation and decision-making.
Quality of Earnings (QoE) Reports
Our QoE reviews distinguish between sustainable earnings and one-time anomalies, revealing the true financial health of target companies. We surface adjustments, spot inconsistencies, and deliver a clear picture that supports accurate deal valuation and post-close planning.
Tax Due Diligence
Templeton provides in-depth tax due diligence across multi-entity structures, identifying risks, exposures, and potential benefits early in the deal cycle. We analyze historical filings, assess positions and disputes, and deliver actionable insight to prevent surprises post-close.
Working Capital & Debt Analysis
We help PE firms establish accurate working capital targets and understand debt obligations that could affect liquidity post-close. Our team builds models, evaluates normalized cycles, and ensures you're set up to negotiate favorable terms and protect investment returns.
Internal Controls & Process Reviews
Evaluating the strength of internal controls is essential for post-close risk mitigation. We assess financial systems, process gaps, and reporting structures to ensure scalability and compliance—key for sustainable value creation.
Forecasting & Scenario Planning
We bring strategic financial modelling and what-if analysis to help you evaluate potential outcomes, stress-test growth assumptions, and align forecasting with investment theses. Our insight enables proactive planning and responsive decision-making.