Portfolio optimization services

Portfolio optimization services

Engineering a solid deal is a great first step, but true value creation only happens when private equity firms continually shape their portfolios with intent. Our portfolio optimization services help firms assess, align, and act across their holdings to advance long-term strategy.

Smart deals are the start, but true success lies in portfolio optimization


The success of a deal hinges on portfolio management, which is why your private equity firm needs an experienced team to help align strategy, capital, and operations across your holdings.

Creating value across your private equity firm’s portfolio companies is an ever-changing mix of market management, financial optimization, and intentional strategy. But when you’re balancing so many moving pieces, it can be hard to see the bigger picture of value creation.

Crowe is here to help you bring value creation into focus, maximizing the value of your investments with a multipronged approach to portfolio optimization. Using our decades of private equity experience, our team can help you identify strategic fit, capture synergies, drive margin improvement, and unlock growth while managing risk.

Ways we can help


As your private equity firm works on portfolio optimization, our audit and assurance team offers independent, objective services in a variety of areas. Our tax, advisory, and consulting teams can help with other areas of portfolio optimization.

Financial statement audit services

At Crowe, our auditors perform critical evaluations of the audit evidence and deliver risk-based audits that focus on the applicable standards and consider the nature of the entity’s business and industry.

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IT assurance reporting services

Our team offers a variety of IT assurance reporting services that offer an independent, objective look at your IT initiatives.

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M&A tax planning services

Our team can help you find answers to complex tax questions, including tax planning, attribute planning and preservation, management and equity incentive planning, post-close integration, purchase price allocation, cost analysis, withholding obligations for non-U.S. investors, Foreign Account Tax Compliance Act and Common Reporting Standard compliance, and opportunity zone rules.

Explore M&A tax planning services

Tax compliance solutions

We’ll help you get a clear picture of your tax position, even when changes to the law shift your landscape. We can help you make sense of continually evolving issues related to a variety of tax laws, including state and local tax (SALT), research and development tax credits studies, and Section 280G compliance.

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Explore SALT tax services

Fund tax compliance solutions

Our team can help your portfolio companies make sense of continually evolving issues related to federal, state and local, and international tax laws so they can optimize their tax position.

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Transfer pricing strategies

Our transfer pricing specialists are here to help you develop solutions and strategies to comply with a complex transfer pricing framework both in the U.S. and internationally, while minimizing potential risks.

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AI solutions

The true value of AI comes from how it’s strategically integrated to solve specific business challenges. At Crowe, our purpose-built approach aligns to your unique business needs, creating measurable outcomes.

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Cyber strategy and solutions

We view cyber strategies and solutions through a business-first lens to identify how data, technology, protection, and response capabilities can work together to build business value.

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Data analytics

Our team can help you automate data collection and visualize key metrics and performance indicators so your team can make data-driven decisions.

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Operational transaction advisory services

Our team has the deep expertise you need to realize synergies, maximize the deal value, achieve functional integration, and manage people and cultural transitions.

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Performance improvement services

Transformative initiatives can deliver significant returns on investment. When operations do not meet expectations, we can help find a new approach that can lead to long-term operational success and greater profitability.

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Related insights


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Private equity services

Private equity services

For private equity groups and their portfolio companies, the pace of challenges and opportunities is ever accelerating. Let us help you keep up and face the market with confidence.

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M & A strategy

M&A strategy

It’s easy for an M&A deal to get bogged down in the details. Our team can help you get a running start, offering a responsive and flexible approach that can help you mitigate risk and maximize value.

Explore M&A strategy services

Due diligence

Due diligence

Due diligence is essential in every transaction. We can work with you to harness the data, locate issues, find solutions, and help keep your deal on track.

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Value realization

Value realization

You want to maximize the value of your investment, and our team has the experience you need to uncover the value you're seeking, working with you through challenges and opportunities.

Explore value realization services

Work with us


No matter where your portfolio of companies is in the optimization process, Crowe specialists offer exceptional and professional service to address your tax, advisory, consulting, or audit needs.

Our experienced, industry-specialized auditors understand your business. If you need to optimize your assets and outpace the competition, our Crowe tax, advisory, and consulting professionals are ready to discuss your goals.

Matt Redente
Matt Redente
Managing Partner, Private Equity
Curt Gendron
Curt Gendron
Partner, Operational Transaction Advisory Leader
Brian Keller - Large
Brian Keller
Partner, Private Equity Tax Leader
Robert Kollar
Robert M. Kollar II
Partner, Transaction Services

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