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Providing You Guidance to Innovate and Grow Your Business
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Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services
Providing You Guidance to Innovate and Grow Your Business
Government Contractor Consulting Services

COVID-19 Guidance Center

Tax Implications and Financial Business Guidance Regarding the Coronavirus

Transaction Advisory Services

Helping businesses navigate financial due diligence engagements and domestic and cross-border transactions.

Employee Retention Credit Tax Services

Expanded Employee Retention Credit (ERC) & how our professionals can assist you.

Industries

Private Equity Services

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Acquire. Optimize. Realize.

Cherry Bekaert’s national private equity/alternative investment practice provides guidance and insights in areas such as Fund Management, Deal Support and Portfolio Company Optimization.

Private Equity & Other Alternative Investment Funds

Private Equity and other alternative investment funds are facing unprecedented change.  As the industry has grown and matured, the deal environment has become hyper-competitive.  When combined with the impact of a changing regulatory and tax landscape, the result is the business of private equity has become highly complex.  Firms must successfully manage these challenges while responding to investor demands for greater transparency all the while still delivering out-sized investor returns,

With increased complexity Speed of Execution is a differentiator – accelerated fundraising, more rapid deployment of capital, faster deal closings and delivering on post-close optimization levers which accelerate the realization of value upon exit are all key challenges facing fund investors.

The Cherry Bekaert Private Equity Industry team provides clients a single point of contact that has access to firm-wide resources focused on delivering value-focused solutions for private equity and alternative investment professionals and their portfolio companies. Our Solutions include:

Portfolio Company Services

Our portfolio company services are focused on helping clients maximize returns on investments, as well as assist with ongoing audit and tax requirements. Our professionals are committed to helping you identify essential advantages to meet your growth objectives. We work in partnership with management teams to solve difficult business issues, including operational improvements, cost reduction, and risk mitigation strategies to maximize value at every level.

Comprehensive Services to Support the Full
Private Equity Investment Life Cycle

Fund Formation and Structuring Services

  • Alternative Investment Audits and Tax Services
  • Quality of Earnings Report
  • Form K-1 Preparation
  • Capital Account Maintenance
  • Annual Surprise Audits
  • Compensation and Benefits Services
  • Regulatory

Transaction Advisory and Sourcing

  • Deal Advisory and Execution
  • Financial Due Diligence
  • Operational Due Diligence
  • Tax Due Diligence and Structuring
  • IT/Cyber Due Diligence
  • Valuation Services

Portfolio Management and Value Creation

  • Audits and Accounting
  • Risk Assessment and Solutions
  • Post-merger Integration
  • ERP and Digital Transformation & Technology Integration
  • Alternative Investment Solutions
  • Insurance & Benefits
  • Interim CXO Services
  • Working Capital Optimization
  • Strategic State and Local Tax Services

Divestiture / Exit Strategy

  • IPO readiness
  • Carve-out Analysis
  • Divestiture Advisory Services
  • Sell-side Due Diligence
  • Tax Liability Review
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Let's Talk

Scott M. Moss

Managing Partner, Private Equity

Let's Talk

Brochures

Transaction Advisory Services

Whether you are acquiring, merging, disposing or restructuring a business, our Transaction Advisory Services team...

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Alternative Investment Funds Audit and Tax Services

Learn about our audit & tax services for alternative investment funds, including trust & investment...

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Private Equity and Dental Support Organizations (DSO) Transactions

We provide transaction advisory services for Dental Support Organizations, including valuation, transaction tax, structuring, and...

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New Markets Tax Credits for Private Investment Funds and Family Offices

Find out more about New Markets Tax Credits for private investment funds and family offices...

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CARES Act Provider Relief Fund Audit Requirements

Learn about CARES Act Provider Relief Fund (HHS COVID-19 Federal program) and find out if...

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Transaction Advisory Services: Capital Market Assessment

Learn about Capital Market Assessment & how our Transaction Advisory Services group can help assess...

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VIP Case Study

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Portfolio Valuation Services

Our valuation specialists offer portfolio valuation services to entities seeking an independent, third-party valuation of...

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