Access to an abundance of resources can make all the difference. With vast resources and extensive connections worldwide—we are extremely well positioned to better understand the unique needs of private equity firms and professionals in the investment banking community. We understand a wide range of technical, operational and regulatory issues specific to the industry. Our seasoned professionals can help your business capitalize on opportunities, and allow us to:
From FPs, GPs and LPs to portfolio company agreements, we know that the specific structure of a business, venture or transaction will have a huge impact on each investment.
We know the best practices and how to account for fund expenses, distributions and operating expenses related to your firm.
A keen understanding that’s specific to your industry ensures that we know all the exclusions, exemptions, deductions and incentives that better position your business for growth.
As you’re taking your firm’s 2 percent management fee and 20 percent profit, don’t forget that fee structures impact your NAV, NAV per share and financial reporting.
The stake you hold in portfolio companies affects both your financial statements and theirs. Always something to remember when weighing alternative strategies.
Friendly reminder: Post-close surprises can be easily and cost-effectively mitigated through careful pre-close due diligence and cost-to-achieve financial modeling.