Skip to Content
City buildings at night

Investment Funds

Plante Moran Logo

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

Satisfy investors. Solidify your reputation.

A competitive market. Increasing regulations. Complex valuation issues. Transaction and tax structuring. These are a few of the challenges you face in working with investment funds. That’s where we come in. We have decades of experience serving various types of investment advisors and their funds, including private equity funds, venture capital funds, SBIC funds, fund of funds, hedge funds, mutual funds, real estate funds, and Cayman-registered funds.

No matter your location — or whether you have $20M or $3B in assets under management — our investment fund specialists are well-versed in the complex issues you face. From financial reporting, tax, and valuation services, to transaction advisory, consulting, and cybersecurity services, we have the expertise to assist you in reaching your goals.

Investment Funds Thought Leadership

  • Structuring transactions and tax planning in difficult times

    Recent developments of the CARES Act may impact the way transactions should be structured. Plante Moran partnered with Katten Muchin Rosenman LLP to deliver this presentation to IVCA members to help explain its implications. 

    Mark Blumenthal Stephen Eckert
    Webinar May 13, 2020 66 min watch
    Businessman in a suit sitting at a table reading through structuring transactions and tax planning guidance.
  • COVID-19 impact on domestic middle-market mergers & acquisitions

    In the midst of M&A chaos and disruption resulting from the COVID-19 pandemic, opportunities exist for market consolidation and distressed acquisitions. We partnered with Sherman & Howard’s Lyle Wallace to bring these opportunities to light.   

    Joanne Baginski
    Article April 30, 2020 8 min read
    Young woman sitting at modern table and lounge area using her laptop computer.
  • COVID-19 tests the family office model: A roundtable discussion
    The COVID-19 pandemic has brought family offices into uncharted territory. In this roundtable discussion, our experts share how the single-family office model can adapt to and master this paradigm shift.
    Mark Blumenthal Jack Kristan Natalie Schwarz
    Article April 16, 2020 8 min read
    Wealthy elderly man in a suit looking out a glass window.
  • Customer relationships and demand assessment: Can you still meet client needs?

    A critical factor in successful crisis navigation is minimal disruption to your customer service. Are you still meeting your commitments? If so, how long can you keep that going? Does your staff know how to answer COVID-19-related business questions? How are you positioned compared to the competition? Take our assessment to gauge your ability to continue successful operations amid the disruption. 

    Assessment March 31, 2020 10 min read
    A woman using a laptop computer on a table with a package next to it.

Seamless service

Each year, we conduct more than 400 investment fund audits and prepare more than 1,000 fund-related tax returns. We’re skilled in navigating complex fair value accounting frameworks, structuring tax-savvy transactions, and analyzing fund operating agreements. We’re also uniquely cross-trained in services that ensure efficiency, strong communication, and better end results for you and your investment funds, including risk mitigation, data security, due diligence, and more. We’ll listen to your concerns and goals, and we have the expertise to satisfy your needs — whatever they may be.

“Our team understands the expectations of your investors,” says Greg Rief, investment funds audit partner. “That’s why our goals are to be responsive, provide accurate and timely reporting, and coordinate an integrated approach with our clients. The better we work together, the more value we provide you. Time and again, our clients tell us we’re hitting the mark.”

Image of tow people greating each other
1 min read
IT due diligence for private equity group
Due diligence of IT processes and ERP systems aids private equity group’s acquisition of a $38 million software and accessories distributor.
Case Study May 31, 2017 1 min read
Image of two people talking
1 min read
Buy side due diligence for manufacturer
Financial due diligence leads to successful price reduction for company acquiring a $50 million manufacturer.
Case Study May 31, 2017 1 min read

How can we help your business?

Submit an RFP