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Corporate Finance Faculty

Private equity

Insights into growth capital, buyouts and follow-on mergers and acquisitions (M&A).
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Topical articles

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Long read: Financial services M&A
  • Article
  • 10 Dec 2024
Financial services M&A has been on the up in 2024. What are the drivers for this uptick in dealmaking and will it continue? David Prosser reports.
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Insight: AI and the Big Six
  • Article
  • 10 Dec 2024
With the hype around generative AI, there is hope that it will provide a solution to many challenges. But how will it help corporate financiers and how will the big advisory firms use it? Jason Sinclair reports.
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Insight: management due diligence
  • Article
  • 10 Dec 2024
To make an investment work the people are key, something that has long been recognised by private equity. So what can management due diligence bring to the party? Jo Russell reports.
Hot air balloons in flight over Avon Gorge, Bristol, Avon, England, Britain
Roadshow: Wales and South West M&A
  • Article
  • 10 Dec 2024
After a challenging period for dealmakers and advisers, transaction activity in the South West and Wales is now moving in the right direction. Nicholas Neveling reports.
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Long read: Financial due diligence
  • Article
  • 12 Nov 2024
Once a relatively narrow discipline that focused on the historic performance of a business being bought or sold, the depth and breadth of financial due diligence has grown significantly in the past 10 years. David Prosser reports.
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Insider dealing: Rose Street Partners invest in Fuelsoft
  • Article
  • 12 Nov 2024
A new UK firm is taking a longer-term approach to investing. Andy Thomson looks at Rose Street Partners’ first investment, in Fuelsoft in July 2024.
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Interviews and profiles

Kristine Chong, associate director at Salonica Group
Career paths: Kristine Chong, Salonica Group
  • Article
  • 12 Nov 2024
Kristine Chong, associate director at Salonica Group, loves rising to the challenge of investing in minority-led businesses, from the start of a deal to completion.
James Lewin is a PEM Corporate Finance (PEMCF) manager, based in Peterborough
On my CV: James Lewin, PEM Corporate Finance
  • Article
  • 10 Sep 2024
Detailed research and finding well-funded acquirers proves a successful strategy, says PEM Corporate Finance’s James Lewin.
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Profile: The BGF Foundation
  • Article
  • 09 Jul 2024
The skills private equity has to offer can provide great benefits for charities. Jo Russell speaks to Andy Gregory and Matt Little about the work of the BGF Foundation.
Kathryn Mansell, Corporate Finance Manager at Old Mill, South West of England, Corporate Financier, Career Path
Career paths: Kathryn Mansell, Old Mill
  • Article
  • 06 Jun 2024
Helping to build Old Mill’s corporate finance offering in the South West of England has been a milestone in Kathryn Mansell’s career development.
Charindra Pathiwille, Deloitte’s managing partner of UK financial advisory
Profile: Charindra Pathiwille, Deloitte
  • Article
  • 06 Jun 2024
From ACA training two decades ago to taking over as managing partner of UK financial advisory last year, Deloitte’s Charindra Pathiwille can be considered a company ‘lifer’. He talks to Marc Mullen about the challenges facing M&A and aligning the firm with client needs in 2024
Victoria Kisseleva is an M&A partner at FRP Corporate Finance
On my CV: Victoria Kisseleva, FRP Corporate Finance
  • Article
  • 10 May 2024
Finding the balance between too much and too little due diligence is key when advising private equity on a sector that’s new to them, says FRP Corporate Finance M&A partner Victoria Kisseleva.
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Practical guidance

Read the Corporate Finance Faculty's good practice guidelines on private equity and related areas.
Definition and types of AI landing page
AI in corporate finance
  • Hub page
  • 23 Sep 2024
The Corporate Finance Faculty have brought together insights and resources on how AI is being used in corporate finance to help you better understand the application benefits and risks, as well as the practical considerations as you begin to revolutionise how deals are done.
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Financial due diligence
  • Report
  • 22 Oct 2024
This guideline explores the what, why, who and how of performing effective financial due diligence (FDD) and the outcomes it should achieve. It considers how FDD interacts with other areas of due diligence and how today’s rapidly evolving technology landscape, including AI, is reshaping the FDD process.
Cyber security in corporate finance
Cyber Security in Corporate Finance
  • Report
  • 31 Jan 2024
Cyber Security in Corporate Finance aims to help organisations manage cyber risk and improve its governance, setting out good practice within the context of a corporate finance transaction.
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Bloomsbury Accounting and Tax Service

Eligible firms have free access to Bloomsbury Professional's comprehensive online library, comprising around 80 titles from some of the country's leading tax and accounting subject matter experts. Find out who is eligible and how you can access the Accounting and Tax Service.

Exclusive Due diligence
  • eBook chapter
  • 2022
  • Susan Singleton
  • Buying and Selling Private Companies and Businesses
A chapter on due diligence in this step-by-step guide to the sale and purchase process of shares or assets. The chapter is written from the purchaser's perspective and covers the main areas for investigation by the purchaser's solicitors.
Exclusive Buy-outs
  • eBook chapter
  • 2022
  • Susan Singleton
  • Buying and Selling Private Companies and Businesses
A chapter on buyouts in this step-by-step guide to the sale and purchase process, focusing on key commercial, tax and legal issues. Topics covered include: conflict of interests; due diligence; shareholder consent; tax considerations.
Terms of use

You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the Acceptable usage terms.

eBooks

The Library & Information Service provides a collection of eBooks as a benefit of membership. Please log in to access these titles. If you are unable to access an eBook, please see our Help and support or contact library@icaew.com.

Exclusive Unwritten rules of M&A: mergers and acquisitions that deliver growth- learning from private equity
  • eBook
  • 2024
  • John Colley
This book helps to navigate the difficult terrain faced by boards wishing to grow through acquisition. It identifies which strategies are more likely to be effective and how the chosen strategy largely determines the form of integration.
Exclusive Private equity acquisitions
  • eBook chapter
  • 2024
  • University of Law
  • Acquisitions 2024
A chapter outlining the structure of a private equity transaction, the issues raised by management buyouts and leveraged buy-outs, and the documents which may be required for an acquisition funded by private equity.
Exclusive Private equity and venture capital
  • eBook
  • 2022
  • Serena Gallo, Vincenzo Verdoliva
This book summarises the theoretical background of private equity and venture capital industry; provides and updated overview in terms of volume and trends of private equity and venture capital; and includes practical examples of valuation in the private equity and venture capital industry.
Exclusive Special considerations for private equity funds, venture capitalists and other equity providers
  • eBook chapter
  • 2022
  • Susan Singleton
  • Joint Ventures and Shareholders Agreements
A very general chapter on the types of transactions entered into by private equity funds, venture capitalists and other equity providers, as part of a guide to joint ventures and shareholders' agreements.
Exclusive Asset allocation and private markets: a guide to investing with private equity, private debt, and private real assets
  • eBook
  • 2021
  • Cyril Demaria, Maurice Pedergana, Remy He, Roger Rissi, Sarah Debrand
When people talked about “investments,” they basically meant publicly traded stocks and bonds. While there’s no standard definition of alternative investments, they can be understood as “alternatives to stocks and bonds” or simply “everything else,” and decades ago they were largely unknown.
Terms of use

You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

Articles and books in the ICAEW Library collection

The collection of the ICAEW Library & Information Service includes a range of articles, books and reports on private equity and related matters. A selection of recent books is set out below.
The sale of shares and businesses: law, practice and agreements, 7th ed.
  • Library book
  • 2024
  • C. Graham
  • Sweet & Maxwell
A comprehensive guide to selling and buying businesses in England and Wales. Contains a full set of precedents, including a range of model asset and share purchase agreements.
Private equity: a transactional analysis
  • Library book
  • 2024
  • C. Hale (ed.)
  • Globe Law and Business
A practical introduction to the world of private equity. Contributing authors explore the key ingredients of private equity transactions and the technical issues associated with them.
Buying and selling private companies and businesses
  • Library book
  • 2022
  • S. Singleton
  • Bloomsbury Professional
This book provides detailed coverage of the key commercial, tax and legal issues relating to business sales, from the perspective of both the seller and the purchaser. Covers the full sales process, from due diligence through to completion of the share purchase or business transfer agreement.
Mergers, acquisitions, and other restructuring activities: an integrated approach to process, tools, cases, and solutions
  • Library book
  • 2021
  • D.M. Depamphilis
  • Academic Press
Contains the most up-to-date and notable deals, precedent-setting judicial decisions, government policies and regulations, and trends affecting M&As, as well as takeover strategies and tactics.
Private equity demystified: an explanatory guide
  • Library book
  • 2020
  • J. Gilligan, M. Wright
  • Oxford University Press
A detailed guide to what private equity involves and what the impact of private equity has been. Explains issues concerning sourcing, checking out, valuing, and structuring deals in a highly accessible style.

To find out how you can borrow books from the Library please see our guide to borrowing books.

You can obtain copies of articles or extracts of books and reports through our document supply service.

Further resources

Ebook and hard copy
Private Equity Demystified
Private Equity Demystified

Faculty members have exclusive access to an electronic version of the definitive book on private equity's role in global business investment and growth. If you would like a free hard copy, please contact the Faculty.

Electronic version Hardcopy version
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Some of the content on this web page was provided by the Chartered Accountants’ Trust for Education and Research, a registered charity, which owns the library and operates it for ICAEW.