Financial statements and relevant information for private equity funds

The landscape of companies of interest to private equity (PE) funds has changed significantly in recent years. Investors are now more open to considering smaller-scale transactions (target companies with production values below EUR 25 million).

This shift creates opportunities for companies that, though often limited in revenue volume, demonstrate strong potential in profitability, growth, new market entry, and product development capabilities.

In this new scenario, it is crucial for investors to access reliable information for an accurate assessment of company performance, supported by regular updates. Financial statements and their informational content have grown in importance for those entering the world of PE, as they ensure financial data is presented clearly and transparently, with a high level of detail, accuracy, and reliability.

To attract a PE fund, a company must ensure that its financial statements reflect its economic, financial, and asset position accurately, providing a clear, comprehensive picture. Only through precise, detailed financial reporting can a company build investor trust and secure essential funding for growth and development.