Private equity

Realize higher potential in your investments throughout their lifecycles by working with our experienced professionals.

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We’re with you from start to finish

While private equity groups and venture capitalists like you face distinct challenges, we know you’re always hunting for the next big opportunity. We can help you capitalize on each stage of the investment.

185+

Private equity clients served by CLA

510+

Deals

$9.2B

Total value of transactions

Digital strategies for private equity

As a private equity group, your business model demands an entrepreneurial mindset, a strategic outlook, and multi-industry knowledge. CLA understands this model and can guide digital strategies aligned with your objectives.

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New avenues for value creation

Artificial intelligence is expected to take center stage, revolutionizing the way private equity firms operate. From predictive analytics to risk management, CLA offers digital products designed to streamline decision-making and unlock new avenues for value creation.

Accounting automation

Stop wasting time and money on an inefficient process. Reduce up to 80% of manual accounts payable (AP) data entry with automation.
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Acumatica

Help your organization thrive in the digital economy with a cloud ERP system built for rapid-growth companies.
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Alteryx

Build repeatable workflows to easily access and analyze data from multiple sources, perform complex data transformations, and build predictive models without special coding or IT support.
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Microsoft Azure

Microsoft Azure can help you increase agility, scalability, and cost-effectiveness while reducing IT infrastructure and management costs.
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Microsoft Power BI

Microsoft Power BI is a powerful business intelligence and data visualization tool designed to deliver a comprehensive view of your operations, customers, and markets.
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Compliance calendar

Our digital compliance calendar takes the stress out of managing regulatory deadlines for your global business.
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Microsoft Fabric

Microsoft Fabric provides a highly resilient and scalable distributed systems platform to help you build and deploy applications across multiple datacenters and cloud environments.
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Microsoft Power Automate

Microsoft Power Automate is designed to help organizations across industries streamline processes to save time and focus on what’s important.
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Sage 100

When business evolves rapidly, it’s easy to overlook critical details. With the right technology, staying focused can become effortless and success can keep pace with the speed of business.
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Sage Intacct

Get a fully integrated financial management and accounting system in the cloud. Our Sage Intacct-certified consulting team provides customized implementations by industry.
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Microsoft

Get more out of your Microsoft investments. CLA applies deep experience implementing and supporting Microsoft technology — providing customized approaches to meet your specific requirements.
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Microsoft Power Apps

Microsoft Power Apps is a low-code application development platform designed to create custom applications quickly and easily, empowering you to streamline, automate, and improve efficiency.
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Accounting automation
Acumatica
Alteryx
Microsoft Azure
Microsoft Power BI
Compliance calendar
Microsoft Fabric
Microsoft Power Automate
Sage 100
Sage Intacct
Microsoft
Microsoft Power Apps
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Elevate and empower your workforce

Join our insightful discussion on the various types of AI and how to enhance AI’s positive impact on your workforce.

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Experience our client-focused approach

Our professionals bring a wealth of experience and understanding of the private equity lifecycle for raising capital, selecting investments, monitoring the portfolio, and successfully exiting to realize value. We work with you to develop digital strategies to gain efficiencies, surface actionable data insights, and help protect your secure information.

Automation and integration

Analytics

Cybersecurity

Application development

Learn how custom-developed applications can help you take your business to the next level.

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Collaboration

How do certain people and businesses get so much done so quicky? They collaborate. Explore tools you can use to bring the advantage of collaboration to your organization.

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Customer relationship management (CRM)

A CRM system tailored to your needs can help you move ahead in a rapidly changing environment. Draw upon CLA’s experience.

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Systems integration

Let us help you save time, reduce manual data entry, and improve data accuracy and consistency across systems.

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Workflow and process automation

Let us help you develop a strategy for seamless collaboration across teams and external partners, secure and accessible from wherever they are.

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Business intelligence and reporting

From creation to insights, CLA can help. Using data analytics and interactive visuals, business intelligence can help you turn disparate data into actionable insight.

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Data infrastructure

Empower your data-driven future by building bridges, not silos. We are committed to breaking down data silos, weaving a fabric of connectivity that fosters a trusted data ecosystem.

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Digital readiness assessment

Are you still using technology the same way you did 10+ years ago? Discover how a fresh digital approach can advance your purpose.

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Lineage and master data management

Trustworthy data is a must for modern business. CLA can help you keep important data consistent and accurate across systems and teams.

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Machine learning and AI

Find out how you can use artificial intelligence (AI) and machine learning to streamline process and sift data.

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Data security and compliance

Keeping your data secure — from confidentiality to integrity to availability — is essential to protect your organization.

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Incident response

When you suspect your network, online system, or website has been breached, you need immediate, decisive response.

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HIPAA risk assessment 

Secure your patient information with adequate controls and technology.

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Payment Card Industry (PCI)

As a QSA, we can help you identify gaps in your compliance, develop remediation plans, and complete annual audit, penetration, and vulnerability assessment requirements.

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Penetration testing

Learn how hackers break in, so you can stop them before they get through.

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