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Investment Funds

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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

  • COVID-19 and goodwill impairment: When to test
    If fair value drops below carrying amount due to a triggering event or change in circumstance — like, say, an incredibly destructive pandemic — you may need to test for goodwill impairment. Here’s what you should know.
    Dan Hawn
    Article September 11, 2020 3 min read
    Mann sitting in his office on his laptop with his hand under his chin
  • COVID-19 is shaping M&A: Here’s what private equity needs to know
    The COVID-19 pandemic has slowed private equity deals, but adaptable buyers and sellers are still transacting. Add-ons and strategic acquisitions are driving the buy side, and good, quality targets are in high demand. Our experts break down deal trends and considerations to reduce risk and get ahead.
    Michele E. McHale Eric Wozniak Joe Wagner
    Article September 9, 2020 10 min read
    Woman wearing a mask while sitting at her desk, typing on her cellphone
  • Supporting portfolio companies in unprecedented times

    Watch Plante Moran Partner Ted Morgan and other industry experts share their insights on how to best support your private equity portfolio companies during the COVID-19 pandemic. 

    Ted Morgan
    Webinar September 4, 2020 45 min watch
    Man and woman sitting at a desk looking at a computer monitor.
  • Is your investment fund ready for the new requirements in the Cayman Islands?

    2020 changes required private investment funds in the Cayman Islands to register with the Cayman Islands Monetary Authority (CIMA) and obtain an audit from a CIMA-approved auditor.

    Michelle Donehoo Joe Vloedman
    Article September 2, 2020 2 min read
    Man sitting in chair in his home office reviewing documents.

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
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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

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.”

How can we help your business?

Contact us or submit an RFP