Industry Expertise

Private Equity & Investment

Due diligence, portfolio company audit, and tax structuring advisory for private equity firms, venture capital funds, and investment managers.

Sector Overview

East Africa's private equity sector has matured significantly, with investors deploying capital across diverse sectors. Our Financial Advisory and Audit practices support PE funds and their portfolio companies with transaction due diligence, fund audit, portfolio governance, and tax structuring advisory.

Sector Challenges

  • Financial and commercial due diligence for acquisitions
  • Fund accounting, LP reporting, and fund audit
  • Portfolio company governance improvement and performance monitoring
  • Tax structuring for fund formation and exit planning
  • ESG due diligence and impact measurement for development finance investors
  • IFRS reporting and valuation for portfolio companies

Our Approach

1

Financial due diligence with commercial insight and red-flag identification

2

Fund audit and LP reporting aligned to ILPA standards

3

Portfolio company governance assessment and improvement advisory

4

Exit readiness preparation and vendor due diligence

5

Impact measurement and ESG reporting for development finance LPs

Services for This Sector

  • Financial Advisory
  • Audit & Assurance
  • Tax Advisory
  • Governance Advisory
  • ESG & Sustainability

Why CPA Otene

  • Track record with PE funds, development finance institutions, and portfolio companies
  • Cross-sector due diligence expertise across East Africa
  • Understanding of development finance ESG and impact requirements

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Explore our full range of services

Our advisory extends across audit, tax, governance, risk, and financial advisory — tailored to your sector's needs.