Private Equity

KSDT is among the nation’s largest accounting firms with a dedicated and well-established private equity services group that provides audit, tax, transaction and advisory services to private equity firms and their portfolio companies.

This enables fund managers to concentrate on their core responsibilities of charting investment strategy. From start-up funds to large financial entities, we understand the complexities and nuances of the private equity markets.

At a strategic level, private equity fund managers contend with the challenges of continued deal flow and capital sourcing. When transaction, regulatory or operational issues arise, they need experienced and accessible financial expertise to remain focused on the big picture.

Our Services

Fund managers engage us to help with intricate questions about transactions and due diligence such as valuations, balance-sheet readiness, earnings quality, forensic analysis and distressed company assessments; U.S. and international tax compliance including entity structuring and FATCA; and assurance services such as fund audit and operational or risk management reviews.

Funds also turn to us for day-to-day back-office support, including outsourced CFO and performance attestation services, as well as the services we provide to portfolio companies.

Our Clients

Our dedicated team offers a full menu of services to clients throughout all stages of the fund cycle and portfolio investments. These include private equity firms, portfolio companies, venture capital, independent sponsors, family offices, buyout firms and mezzanine firms.

Our Resources

The professionals in KSDT’s Transaction Advisory Services group offer time-tested knowledge and understanding of valuation issues related to financial reporting for companies and alternative asset managers and provide insight into key aspects of the due diligence process.

Our multidisciplinary team has robust insight to specific investment strategies and niche industries, including biotech, health care and real estate. For global funds with international interests and/or tax considerations, KSDT Global offers a network of independent firms with offices in key financial centers throughout the world.

Audit

Tax

Fund and portfolio tax services: Federal, state & international structuring, consulting & compliance
M&A due diligence
Credits and incentives
Foreign Account Tax Compliance Act (FATCA)
Common Reporting Standard (CRS)

Consulting

Buy- and sell-side due diligence
Working capital assistance
Business valuation
Forensic and valuation services
Business process improvement
IT due diligence
Infrastructure design and implementation
Enterprise resource planning (ERP)
Cybersecurity and privacy services
Global compliance risk services
Sarbanes-Oxley advisory
Internal audit
IPO readiness
Restructuring services

Private Equity Lifecycle

Investing

Financial due diligence
Tax due diligence
Tax structuring
IT due diligence
Internal control due diligence
Financial and tax modeling
Pre-LOI Financial analysis

Closing

Opening balance sheet audit
Purchase price allocation
Working capital assistance
Acquisition method accounting
Alternative dispute resolution

Exiting

Sell-side due diligence
IPO and SOX readiness assistance
Tax structuring and consulting
Carve-out assistancE

Maximizing Growth

Audit
Tax consulting and compliance
Technology consulting
Benchmarking services
Bolt-on acquisition consulting
Enterprise risk management
Cybersecurity and privacy

What's on Your Mind?

Peter J. Cogan

Anthony Minnefor Jr.

Start a conversation with the team

Private Equity Dealbook

Our Private Equity Dealbook podcast hosted by Elana Margulies Snyderman, welcomes dealmaking experts who share their outlook for the private equity industry, M&A activity, deal valuations, due diligence and more.

Explore More Insights

Curated content related to current Firancial Sevices issues and how we can help provide guidance.