Private Equity Groups

Private equity groups, each with their own unique structure and investment focus, require a high level of expertise and a full range of services from their accountants and business advisors. As a top 100 accounting firm, Decosimo offers a dedicated group of professionals across assurance, tax, business valuation and transaction advisory service lines to provide private equity groups and their portfolio companies solutions to meet their diverse needs and compliance requirements. Our coordinated approach allows us to be a resource to our private equity clients through all stages of maturity, and continues with extended relationships with the resulting portfolio companies.

Our clients benefit from direct access to our team of private equity specialists who understand the valuation issues, fund structure complexities and stringent financial reporting regulations that exist for this dynamic industry. Investment companies represent a significant focus for our firm. We serve nearly 500 investment partnerships, ranging in size from a $10 million first fund to fund families with committed capital of up to $2 billion, located throughout the United States and Cayman Islands. Our investment clients include private equity groups, venture capital funds, portfolio companies, hedge funds, broker/dealers, single purpose acquisition entities, strategic buyers, small business investment companies, individual investors and mezzanine lenders.

We Can Help
Our experience serving investment entities has allowed us to develop a comprehensive portfolio of compliance and advisory services that address both the common and unique demands of private equity group funds and their portfolio companies. When you need a customized set of solutions specific to your needs, contact Decosimo's Private Equity Group team and ask us how we can help.

Fund Services:

• Tax Planning, Structuring & Income Tax Preparation
• Fund Audits & Other Compliance Services
• Valuation Services for Financial Reporting
• Fairness Opinions
• Distribution Planning
• Compensation & Planning Services for Management Team

Advisory Services:

• Due Diligence
• Tax Structuring
• Forecasting
• Valuation Services

• Post-Transaction Purchase Price Allocations
• Working Capital & Purchase Price Adjustments
• Litigation Support

Portfolio Company Services:

• Tax & Assurance Services
• Strategic Transition Planning
• Independent Valuation Services
• Purchase Price Allocation
• Equity Compensation Valuation
• Fairness Opinions
• Debt and Equity Financing
• Internal Control Risk Assessments
• Forensic Investigations
• Executive Recruiting and Staffing

Decosimo's expertise with portfolio companies covers many industries including Consumer Finance, Construction, Entertainment, Professional Sports, Investment Partnerships, Healthcare, Restaurant and Hospitality, Manufacturing and Distribution, Oil & Gas, Real Estate, Technology and Transportation.

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