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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

Consulting

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
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