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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

  • Valuation considerations for fund managers amid COVID-19 uncertainty and volatility
    Join our experts for a virtual discussion as they share valuation considerations and lessons learned from handling transactions during the COVID-19 pandemic to help you navigate through uncertainty.
    Richard L. Lies, III Byron Regester Joe Wagner
    Webinar October 29, 2020 1 hour watch
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  • Private fund advisors scrutinized in recent SEC compliance report
    The SEC’s Office of Compliance Inspections and Examinations (OCIE) recently published a report of common deficiencies, compliance issues, and other observations from their examinations of advisors who manage private funds. How does your advisor stack up?
    Joe Vloedman Michelle Donehoo
    Article October 7, 2020 6 min read
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  • Industry 4.0: Accelerate digital transformation technologies for a competitive advantage

    Industry 4.0 encompasses the intelligent interconnectivity between automation, digitization, and data analytics driving recent transformative change. Mid-market manufacturers who invest in digital acceleration will better position their organizations to manage disruption and compete. Is your organization ready for connected and automated manufacturing?

    Dave Plomin
    Article October 5, 2020 6 min read
    Man using futuristic manufactuing machine.
  • 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

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