We provide valuable insights and assurance to investors, fund managers, and stakeholders in private equity through financial audits, internal control assessments, and evaluation of financial statements. Our independent assessments build trust, attract capital, and foster sustainable growth.

Our Advisory Services help private equity firms drive value by optimizing operations, enabling strategic growth, and strengthening portfolio performance. We deliver process improvements, KPI dashboards, and market insights, while supporting digital transformation, IT strategy, and cybersecurity.

We provide wealth management solutions and tailored strategies to help private equity clients manage their financial goals with confidence. Our professionals offer guidance through investment management, risk management, tax-efficient strategies, and financial planning designed to grow, preserve, and transfer your wealth.

Our team provides U.S., multi-state, and international tax planning and compliance services throughout the fund structure for portfolio companies, funds (including multi-tiered funds), and upper-tier investors. Our consulting and advisory services include assistance with waterfall and promote allocations and analysis regarding the impacts of cross-border and multi-state operations and transactions. In addition, we provide due diligence and advisory services for mergers and acquisitions of portfolio companies including analysis of transaction structures, entity structures, and modeling of the tax effects of proposed transactions. Our services also include assistance with investor relations and communications, and we work with internal and external personnel and advisors including fund-level attorneys and outside counsel as well as treasury, accounting, valuation, compliance, and other internal personnel.

Our professionals prepare fund financial statements and investor reporting to keep your partners informed. Our private equity team can build your distribution waterfall to calculate fund allocations and hypothetical liquidations. We also offer an investor portal to ease communications and data sharing.

Our services are designed to support private equity firms across the full transaction lifecycle, from deal sourcing to exit. We provide strategic buy-side and sell-side due diligence, quality of earnings analyses, valuation services, and transaction structuring to help identify value drivers, assess risk, and execute with confidence.