Private Equity Investor

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. Whether you need support services for an acquisition, a private equity fund, or one of the portfolio companies, we are available to help. Our suite of services provide a one-firm solution for your accounting and consulting needs with regards to fund compliance, tax guidance, acquisition due diligence, valuation, portfolio company compliance, fund audits, operational improvement and support through the exit process. 


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

  • Efficient and pragmatic acquisition and disposition due diligence approach
    • 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 and advisory services
    • 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 advisory services
    • Review of waterfall calculations
    • Special purpose vehicles
  • Valuation services