Supporting Private Equity Firms and Their Portfolio Companies Throughout the Investment Lifecycle
Private equity firms are facing higher expectations from investors, increased regulatory requirements and greater challenges in achieving portfolio value realization. Cherry Bekaert tailors its comprehensive assurance, tax, and advisory services to meet the unique needs of private equity funds and their portfolio companies, providing fund managers with the clarity, confidence, and insights to succeed.
Our team of seasoned professionals has leveraged their in-depth knowledge and experience to successfully support fund managers and their portfolio companies throughout the entire investment lifecycle, from deal sourcing and due diligence to post-transaction integration, value acceleration, portfolio company optimization, and exit planning. We work closely with private equity managers and investors to conduct thorough financial analyses and develop robust investment theses to drive superior returns.
Acquire. Optimize. Realize.
Our Approach to Private Equity Services
An ever-evolving regulatory and macroeconomic landscape has matured the private equity industry and, therefore, complicated the deal environment. Due to this mutable landscape, private equity firms must successfully manage these challenges, respond to investor demands for greater transparency and still deliver out-sized investor returns.
Cherry Bekaert’s Private Equity industry team provides clients with a single point of contact and access to firm-wide resources. We deliver value-focused solutions for private equity and professionals and their portfolio companies with greater efficiency, quality, and value.
Whether you seek to deploy capital, enhance portfolio company performance, or exit investments, our dedicated team stands ready to deliver innovative solutions and unparalleled knowledge and experience to help achieve strategic objectives in the dynamic and increasingly competitive private equity landscape.
Comprehensive Services To Support the Full Private Equity Investment Lifecycle
Fund Formation and Structuring Services
- Fund Audit and Tax Services
- Quality of Earnings Report
- Capital Account Maintenance
- Annual Surprise Audits/Custody Audits
- Compensation and Benefits Services
- Regulatory Compliance
- Cybersecurity Assessments
- Portfolio Company Valuations and Fair Value Assessments
- Portfolio Company Audit and Tax
Transaction Advisory and Sourcing
- Deal Advisory and Execution
- Quality of Earnings Assessments
- Operational and Commercial Due Diligence
- Tax Due Diligence and Structuring
- Digital/Cyber Due Diligence
- Valuation Services
Portfolio Company Management and Value Creation
- Audit and Assurance Services
- Purchase Price Allocations (GAAP and Tax)
- Risk Assessment and Solutions
- Post-merger Integration
- Strategic Growth and Innovation
- Digital Strategy and Transformation
- Business Intelligence and Analytics
- Fractional CxO Services: CIO, COO, CTO
- Tax Credits and Incentives
- Strategic State and Local Tax Services
Divestiture / Exit Strategy
- IPO Readiness
- Carve-Out Analysis
- Divestiture Advisory Services
- Sell-Side Due Diligence (Financial, Tax, Information Technology and Cybersecurity)
- Tax Structures and Planning
Private Equity Services
Deal Advisory
Learn how our deals experience and capabilities can maximize the value of your transaction. ...
Transaction Tax Services
Learn how our pragmatic tax solutions can drive M&A value realization....
Valuation Services
Learn how our insightful and sophisticated valuation services can help you make smarter business decisions....
