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.
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 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
- Fund assurance services
- Portfolio assurance services
- Opening balance sheet audits
- Business combination analysis and assistance
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
- Financial due diligence
- Tax due diligence
- Tax structuring
- IT due diligence
- Internal control due diligence
- Financial and tax modeling
- Pre-LOI Financial analysis
- Opening balance sheet audit
- Purchase price allocation
- Working capital assistance
- Acquisition method accounting
- Alternative dispute resolution
- Sell-side due diligence
- IPO and SOX readiness assistance
- Tax structuring and consulting
- Carve-out assistancE
- Audit
- Tax consulting and compliance
- Technology consulting
- Benchmarking services
- Bolt-on acquisition consulting
- Enterprise risk management
- Cybersecurity and privacy
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.