We Have Private Equity Covered, from Fund & Portfolio Company Compliance to Due Diligence & Operational Support

Years of advising private equity firms and portfolio companies on a range of issues give us a well-rounded perspective of what’s at stake for investors and their operating partners. Our suite of services provide a one-firm solution for your accounting and consulting needs in fund compliance, acquisition due diligence, portfolio company compliance, operational improvement and support through the exit process. 

Our Private Equity Industry Services

We offer a full range of advisory and compliance services critical to private equity companies and their holdings, including: 

• Efficient and pragmatic due diligence    

  • Financial due diligence and Quality of Earnings analysis

  • Tax due diligence

  • Tax structuring

  • Operational/information technology due diligence

• Operational improvement/business strategy advisory services    

  • Assistance in identifying plans to increase enterprise value

  • Support in executing plans to achieve projected financial targets

• Portfolio company services    

  • Financial statement audits, reviews and other attest services

  • Tax compliance, planning and consulting

  • Opening balance sheet audit and purchase price allocation

  • Accounting services

• Sell-side due diligence    

  • Preparation of portfolio companies for a fast and efficient sale

  • Preparation of a sell-side due diligence report and analysis to minimize value leakage through the transaction process

• Fund audit and tax compliance services    

  • Financial statement preparation and consultation services

  • Financial statement audit and attest services

  • Tax return preparation and Schedules K-1

  • Tax research and consulting services

  • Review of waterfall calculations

  • Special purpose vehicles

• Valuation services