Sophie Vanesse (M&A tax partner and private equity tax leader) and Aïssata Coulibaly (audit partner) at Deloitte. Photo: Deloitte

Sophie Vanesse (M&A tax partner and private equity tax leader) and Aïssata Coulibaly (audit partner) at Deloitte. Photo: Deloitte

Aïssata Coulibaly (audit partner) and Sophie Vanesse (M&A tax partner and private equity tax leader) at Deloitte share their insights on private equity perspectives as part of the roundtable discussion “Emerging Trends in Private Equity,” organised by Paperjam Club on Wednesday 5 March at Deloitte.

With new technologies and digital transformation reshaping the financial industry, how does Deloitte help private equity funds integrate innovation into their investment strategies

& : With Deloitte Luxembourg celebrating its 75th birthday in 2025, we take great pride in having contributed to the growth and development of the financial sector through our in-depth expertise and capacity to adapt and innovate.

With the onset of new technologies and digital advancements in the financial industry, our clients seek to remain competitive and forward-thinking while maintaining agility in their go-to-market strategies. Deloitte’s value proposition for private equity funds is composed of a bespoke digital strategy, aligning with the fund’s goals and industry trends, leveraging cutting-edge technologies such as AI, machine learning, blockchain and automation to enhance decision-making and streamline processes. Equally interesting is our use of advanced data analytics which contribute to providing actionable insights, identification of growth opportunities and support of competitive client advantages while mitigating risks.

True to our spirit of collaboration, Deloitte also provides our private equity clients access to our innovation labs where they may explore and test new technologies, thereby fostering creativity and practical application.

How do you see the regulatory landscape evolving in the private equity sector, and what advice would you give to firms to adapt effectively?

The regulatory landscape is constantly evolving, increasingly complex and stringent in nature. Key trends include greater transparency and reporting requirements, stringent environmental, social and governance (ESG) scrutiny, heightened data privacy and cybersecurity regulations, as well as enhanced anti-money laundering (AML) and know your customer (KYC) protocols. Additionally, cross-border regulatory coordination requires compliance with diverse international standards.

Our advice to private equity firms would be that they remain informed on regulatory changes, implement robust compliance programs, and invest in technology for real-time monitoring and reporting. Strengthening ESG integration and data governance, conducting thorough due diligence and embracing automation to streamline compliance processes are essential to staying ahead of the regulatory curve. Focussing on fostering a compliance-focused culture within the organisation ensures continued adherence to regulations.

ESG is a growing priority for investors. How does Deloitte assist funds in implementing and monitoring their ESG strategies?

At Deloitte, we excel in offering comprehensive support to funds throughout their ESG journey, with a strong emphasis on both implementation and monitoring.

Our client accompaniment begins with the development of bespoke ESG strategies that align with the fund’s investment goals, regulatory requirements and industry best practices. Deloitte ensures the seamless integration of ESG considerations into investment processes, including due diligence, asset selection and portfolio management.

To support effective monitoring of ESG strategies, we leverage advanced data platforms for accurate and timely data collection, management and analysis. We furthermore assist funds in defining and monitoring key ESG performance indicators (KPIs) and prepare comprehensive sustainability reports that comply with global standards.

Continuous improvement is our priority: we conduct regular reviews, establish feedback mechanisms and perform ESG audits to maintain alignment with evolving standards. Our use of digital tools, including AI and machine learning, streamlines ESG processes and provides deeper insights.

At Deloitte, our approach empowers funds to build sustainable and responsible investment practices that generate long-term value while addressing global challenges.