Private Equity

Guiding Private Equity Forward

Leading private equity, venture capital, mezzanine and investment funds across the United States have come to rely on the experienced professionals at Cherry Bekaert for comprehensive assistance with all of their attest, transaction, tax and advisory needs. As our Private Equity fund client, you will benefit from our comprehensive understanding of the unique accounting, tax and regulatory matters facing your industry. As one of the largest accounting and consulting firms in the nation with a dedicated Private Equity services groups, our experience covers more than 1,000 deals with transaction value of $75B+.

Integrated Service and Timely Response

As a Fund client, you benefit from a service model that stresses a single point of contact that understands the need to quickly accumulate information, analyze it and assist you in making informed and timely decisions around audited financial statements, tax compliance or due diligence engagements. We recognize the deadline driven environment in which you operate so we have developed a holistic service approach that produces on budget and on time results.

Fund Services

  • Fund Formation
  • Fund Audits and Tax Services
  • Form K-1 Preparation
  • Capital Account Maintenance
  • Valuation Studies
  • Rate of Return Calculations
  • Annual Surprise Audits
  • Income Allocations and Management Fee Calculations

Dealing with Complex Transactions

In addition to attest and tax practice, you can draw upon the vast experience of our Transaction Advisory Services practice. Our team is comprised of 50+ individuals focused exclusively on providing you valuation, financial, tax and IT due diligence services. This practice recognizes each transaction has its own unique complexities, and they draw from their prior experience gained in advising domestic and cross-border transactions in 147 countries.

Deal Support

  • Financial Due Diligence
  • Quality of Earnings
  • Working Capital
  • Tax Due Diligence & Transaction Tax Structuring
  • Carve-outs
  • IT Due Diligence

Valuations

  • Purchase Price Allocations (ASC 805)
  • Intangible Asset Impairment Studies
  • Warrant Valuations
  • Valuation Services

Portfolio Company Services

Cherry Bekaert’s private equity portfolio service offers you a comprehensive suite of assurance, tax and business advisory services. You will benefit from experienced professionals that understand the requirements and pace involved with private equity and recognize where to advise fund clients on operational improvements, cost reduction or risk mitigation that enhances investment value.

  • Financial Statements for Audits, Reviews and Compilations
  • Tax Planning and Compliance
  • Valuation Services
  • Benefits Consulting
  • Cybersecurity Advisory
  • State and Local Tax Services
  • Managed Technology Solutions
  • International Tax Services