PE-Backed Businesses

For PE FIRMS AND PE-BACKED BUSINESSES

Outsourced Finanace and Accounting for PE Firms and PE-Backed Businesses

We look after the Finance of PE Firms and PE -Backed companies from the day the deal closes to the day you sell, so board and lender reports go out on time and your investors can rely on the numbers.

FOR PE FIRMS AND OPERATING PARTNERS

One finance standard for every company you own.

Book a portfolio finance review
FOR CEOS AND CFOS OF PE-BACKED COMPANIES

Meet your investors' reporting deadlines without hiring more staff.

Book a call

Finance support at every stage of private equity ownership

01

The first 100 days

Your finance set up the way your investors want to see it, and your first board report delivered.

02

While you grow

Monthly reports, lender reporting and cash flow forecasts.

03

When you buy more companies

New companies added and reported on the same timetable.

04

When you sell

Clean records and everything buyers ask for, ready to go.

Accounting for multi-entity and property groups

Group structures slow most finance teams down. We work with them every month, especially property groups.

See our Real Estate Investment Analyst service
Multi-company groups
Offshore holding companies
Property development companies
Joint ventures
Lender reporting
Group accounts
CASE STUDY

How a PE-backed property developer got one finance team for five companies

THE BUSINESS

London co-working developer. Isle of Man holding company with 5 UK companies.

BEFORE

Finance split across five companies, with no single owner.

AFTER

One team now runs finance for all five companies, and board reports go out on time each month.

10 days
Month-end close
100%
Tax and compliance on time
3 months
To move finance across
4
Senior team members
[Verify all figures with the client team before publishing. Add client quote if approved.]

One finance partner for PE firms and management teams

For PE firms

Every company you own reports in the same format and on the same timetable, and your team deals with one contact at UD.

For CEOs and CFOs

We work with your CEO, CFO and board. You get the reports your investors want, without hiring more staff.

Led by experienced finance leaders

Yash Dave - Unison Direct

Yash Dave

FCCA, ACA, MBA, ACG,
CEO, Unison Direct

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PE-backed finance FAQs

Frequently asked questions on how Unison Direct supports private equity firms, operating partners, and portfolio company executives.

Talk to our team
Both. We report to management and keep the PE firm up to date. This ensures operating alignment, rapid issue escalation, and zero reporting surprises.
Yes. Because one team handles all of them, the reports follow the same format, KPIs, and timetable across all your holding entities and subsidiaries.
Yes. We work alongside them and take on the volume, so they can focus on the business, commercial strategy, and value creation.
Most portfolio companies are onboarded within 30 to 60 days. In the first 100 days, your finance is set up the way investors want to see it, with your initial board pack delivered seamlessly.
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Let's talk about the finance behind your portfolio

+44 203 519 2121
[email protected]