Private Equity & Investment Funds

Whitley Penn’s team of experienced and dedicated private equity professionals work to provide support for mission-critical mergers, acquisitions, and divestitures on the fund side as well as at the portfolio company level. Our private equity and investment fund professionals are equipped to offer comprehensive buy-side due diligence services to ensure solid investments. Our objective and insightful assessment of your investment’s current dynamics will help address potential issues upfront and minimize unpleasant surprises during the sale process—and ensure a healthy and profitable addition for your portfolio.

We also offer fully integrated sell-side due diligence services to ensure a smooth exit when you decide it’s time to sell or go public. We also understand how to properly guide small, entrepreneurial, and family-owned companies as they look to partner with private equity and investment funds. Our knowledgeable transaction advisory team will guide you in evaluating whether the deal(s) on the table are operationally and strategically smart for your company, and your post-exit goals.

What We Do

We provide a number of services specific to private equity and investment funds. See below to learn more about a few that we have chosen to highlight here. Contact an advisor to learn more.


Our auditors establish transparency, accountability, and compliance in the private equity and investment funds industry. We provide valuable insights and assurance to investors, fund managers, and stakeholders through financial audits, internal control assessments, and evaluation of financial statements. By examining operations and records, we identify risks, fraud, and errors, safeguarding investor interests and promoting market integrity. Our independent assessments build trust, attract capital, and foster sustainable growth.

Deal Advisory

  • M&A Advisory: Transaction Readiness
  • Buy & Sell Side Quality of Earnings
  • Post-Transaction Services
  • Transaction Tax Due Diligence
  • IT Due Diligence
  • Bankruptcy, Restructuring & Special Projects


We are here to guide you through the intricacies, minimize risks, and maximize your tax savings. Additionally, we analyze your entity structure and objectives to provide advice on tax-efficient fund structures, explore incentives, and implement strategies that minimize tax liabilities while maximizing returns. Our team is instrumental in driving the financial success of private equity firms and investment funds.

Additional Services

  • Client Accounting & Advisory Services
  • Risk Advisory Services
  • Cybersecurity & Data Privacy
  • Data Products & Strategy
  • Data Analytics & Transformation Solutions

Meet the Team

Meet the Team

Jeff Edwards

Audit Partner

Brian Mitchell

Tax Partner

Daniel Boarder

Deal Advisory Partner

Thought Leadership

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
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