Cultivating Relationships and Industry Experience for a Successful Transaction

We provide insights and opportunities to many clients with private equity investors across the country, as well as directly with the private equity firm. We have extensive experience in working through financial, accounting, tax, and advisory issues that typically occur with private equity firm ownership.

Industry Focus

Our services to several private equity sponsored firms go beyond routine compliance to include:

• Purchase price allocations and impairment analysis
• Stock based compensation advisory services
• Performing Internal audits, internal controls reviews, IT audits, and regulatory compliance reviews
• Performing quality of earnings and tax structuring and due diligence review services in connection with purchases of businesses and recapitalization transactions
• Structuring the transaction to achieve the tax and legal objectives of both our private equity firm clients and the sellers
• Analyzing  historical working capital levels maintained by the target company
• Consulting on optimum target working capital levels that should be specified in the definitive purchase agreement
• Evaluating the fair market value of the underlying investments of certain funds