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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

  • A dash of values and a pinch of camaraderie: Building a world class culture
    What are the key ingredients of a world-class culture? A solid foundation built on principles and values, a challenging and supportive environment, training, communication, recognition, and respect.
    Jim Proppe Gordon Krater
    Article September 11, 2019 3 min read
    Image of two people working
  • Is your IT department ready for the disruption ahead?
    Not sure how your IT department is doing? What’s worked in the past doesn’t guarantee future success. If you’re setting IT priorities (and you should be!), here’s how to assess your IT department for the digital future.
    Marvin Sauer Judy Wright
    Article September 11, 2019 6 min read
    Man standing in back tech room
  • Data protection 101: Why you need security awareness training
    Your organization has anti-virus software, firewalls, and intrusion detection systems. Isn’t this enough to protect your vital information? The simple answer is no.
    Raj Patel
    Article June 25, 2019 5 min read
    Man with data
  • Digesting a carve-out? What buyers and sellers need to know
    Carve-out transactions have become a hot topic for many large consumer packaged goods (CPG) companies as they strategically refocus on their core brand. This creates tremendous opportunity for both the seller and buyer, but consider these three questions.
    Bob Denninger
    Article May 31, 2019 2 min read
    CPG bottling facility

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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