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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

  • Data-rich, information-poor: Leverage your data to improve costing

    Disruption, changing customer demands, and an altered competitive landscape are adding complexity and driving costs. While many businesses have amassed a wealth of data, merely collecting data won't deliver the information you need for intelligent decision-making. Here's how to leverage your data for greater operational efficiencies.

    Eric Obrecht Jon Wood Ken Julien
    Article July 20, 2020 5 min read
    Man using cell phone smiling while sitting at a table using his laptop computer.
  • Assess the impact: COVID-19 and private equity portfolio valuations

    Understanding the impact of COVID-19 on the valuation of private equity investments is crucial for accurate financial reporting and strategic decision-making. PE firms should revisit valuation policies and consider these key factors and opportunities. 

    David Howell Richard L. Lies, III Dan Kapala
    Article June 18, 2020 3 min read
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  • Best practices for family offices working in a remote environment

    Concerned about the future of working remotely? Our family office experts joined the Family Office Exchange for a webinar to weigh in on a few best practices and how to excel in this new normal.

    Mark Blumenthal Jack Kristan Joe Oleksak Dennis Bagley
    Webinar June 17, 2020 60 min watch
    Middle aged woman sitting at a table using her laptop computer.
  • Is your IT department ready for disruption?
    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 June 8, 2020 6 min read
    Man standing in back tech room

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
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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?

Contact us or submit an RFP