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Investment Funds

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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

  • Formulating a business goal-based IT strategy
    An effective IT strategy is critical for creating a true partnership between the business and IT services. Is it time to implement yours?
    Sean McBride
    Article February 18, 2020 2 min read
    A overhead city landscape of highways
  • U.S. tariff changes: Now is the time to prepare
    Trade tensions may have momentarily eased, but it’s important to act now to protect against tariff-related cost pressures and to remain competitive.
    Bill Henson Kari Thiessen Yi Zhang Dave Andrea
    Article February 6, 2020 4 min read
    Multiple flags
  • Business transition planning: Putting success in family succession
    One of the keys to a successful business transition is time. But what else is critical to this process? Here are a few questions to consider as you develop your own plan.
    Joanne Baginski Matt Petrucci
    Article January 31, 2020 3 min read
    Business people talking at a table
  • Business transition planning: The five questions all successful plans answer
    A successful business transition involves many personal, financial, and business dynamics. Have you put off creating your own plan? Understand how asking yourself a series of questions can help you uncover a transition plan that meets all of your goals.
    Joanne Baginski Matt Petrucci
    Article January 20, 2020 5 min read
    Business people looking at a document

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.”

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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
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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?

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