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.