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 assisting 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, digital enhancements, cost reduction, and risk mitigation strategies to maximize value at every level and drive a higher ROI on exit.
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
Transaction Advisory and Sourcing
- Deal Advisory and Execution
- Financial Due Diligence
- Operational Due Diligence
- Tax Due Diligence and Structuring
- Digital/Cyber Due Diligence
- Valuation Services
Portfolio Management and Value Creation
- Audits and Accounting
- Risk Assessment and Solutions
- Post-merger Integration
- Digital Strategy & Transformation
- Business Intelligence and Analytics
- Alternative Investment Solutions
- Insurance & Benefits
- Fractional CxO Services: CIO, COO, CTO
- 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
SOX “Lite” Compliance Services: Benefits for Small Companies
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State Pass-Through Entity Tax Updates: September 2023
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Alternative Investment Funds Audit and Tax Services
Learn about our audit & tax services for alternative investment funds, including trust & investment...
Private Equity and Dental Support Organizations (DSO) Transactions
We provide transaction advisory services for Dental Support Organizations, including valuation, transaction tax, structuring, and...
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...
CARES Act Provider Relief Fund Audit Requirements
Learn about CARES Act Provider Relief Fund (HHS COVID-19 Federal program) and find out if...
Transaction Advisory Services: Capital Market Assessment
Learn about Capital Market Assessment & how our Transaction Advisory Services group can help assess...
Portfolio Valuation Services
Our valuation specialists offer portfolio valuation services to entities seeking an independent, third-party valuation of...