Private Equity & Investment Funds

Buy-Side & Sell-Side Support for Private Equity & Investment Fund Deals

Whitley Penn’s team of experienced and dedicated 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 & Investment Fund Industry professionals are equipped to offer comprehensive buy-side due diligence services to ensure solid investments. We also understand how to properly guide small, entrepreneurial, and family-owned companies as they look to partner with private equity and investment funds on the sell-side.

Your Strategic Partners in Transaction Advisory

Our knowledgeable transaction advisory team will guide you in evaluating whether your deal is operationally and strategically smart for your company—and healthy and profitable 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. 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.

Our Private Equity & Investment Fund-based Services:

Transaction Advisory Services

Buy Side

Our knowledgeable transaction advisory team becomes strategic advisors and an extension of your team by:

  • Evaluating whether your deal is operationally and strategically smart for your consideration
  • Administering due diligence to determine if companies are healthy and profitable for your portfolio
  • Making introductions from the sell-side, bringing deals to you that are a deal fit from our client-base considering Private Equity

Sell-Side Due Diligence

Considering selling your company or going public is a huge decision. Our highly experienced transaction advisory team and strategic consulting practice become trusted advisors that you can lean on to support you with fully integrated sell-side due diligence services to ensure a smooth exit, including, but not limited to:

  • Succession planning
  • Presenting you with your options and guiding you through the decision-making process
  • Running Quality of Earnings scenarios
  • Bringing forth any potential issues to consider, minimizing unpleasant surprises during the sale process

Tax Services

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.

Audit Services

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.

Learn More

Buy and Sell-Side Quality of Earnings

Transaction Advisory

Post-Transaction Services

Strategic Consulting Services

Get in Touch With Us

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Jeff Edwards

Audit Partner

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Brian Mitchell

International Tax Partner

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Daniel Boarder

Transaction Advisory Partner