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Private Equity

From Fund Formation to Exit Strategy – We’ve Got You Covered

Full Lifecycle Support for Private Equity Success

Working with government agencies requires strict adherence to regulations, accurate financial reporting, and a well-structured accounting system. KSDT helps businesses align their operations with industry standards and requirements so they can focus on delivering value and achieving long-term success.

KSDT is among the nation’s largest accounting firms with a dedicated and well-established private equity services group that provides audit, tax, transaction and advisory services to private equity firms and their portfolio companies.

This enables fund managers to concentrate on their core responsibilities of charting investment strategy. From start-up funds to large financial entities, we understand the complexities and nuances of the private equity markets.

At a strategic level, private equity fund managers contend with the challenges of continued deal flow and capital sourcing. When transaction, regulatory or operational issues arise, they need experienced and accessible financial expertise to remain focused on the big picture.

Our Services
Fund managers engage us to help with intricate questions about transactions and due diligence such as valuations, balance-sheet readiness, earnings quality, forensic analysis and distressed company assessments; U.S. and international tax compliance including entity structuring and FATCA; and assurance services such as fund audit and operational or risk management reviews.

Funds also turn to us for day-to-day back-office support, including outsourced CFO and performance attestation services, as well as the services we provide to portfolio companies.

Our Clients

Our dedicated team offers a full menu of services to clients throughout all stages of the fund cycle and portfolio investments. These include private equity firms, portfolio companies, venture capital, independent sponsors, family offices, buyout firms and mezzanine firms.

View how we can support you in the Private Equity Life Cycle

Our Resources

The professionals in KSDT’s Transaction Advisory Services group offer time-tested knowledge and understanding of valuation issues related to financial reporting for companies and alternative asset managers and provide insight into key aspects of the due diligence process.

Our multidisciplinary team has robust insight to specific investment strategies and niche industries, including biotech, health care
and real estate. For global funds with international interests and/or tax considerations, KSDT Global offers a network of independent firms with offices in key financial centers throughout the world.

Audit

  • Fund assurance services
  • Portfolio assurance services
  • Opening balance sheet audits
  • Business combination analysis and assistance

Tax

  • Fund and portfolio tax services: Federal, state & international structuring, consulting & compliance
  • M&A due diligence
  • Credits and incentives
  • Foreign Account Tax Compliance Act (FATCA)
  • Common Reporting Standard (CRS)

Consulting

  • Buy- and sell-side due diligence
  • Working capital assistance
  • Business valuation
  • Forensic and valuation services
  • Business process improvement
  • IT due diligence
  • Infrastructure design and implementation
  • Enterprise resource planning (ERP)
  • Cybersecurity and privacy services
  • Global compliance risk services
  • Sarbanes-Oxley advisory
  • Internal audit
  • IPO readiness
  • Restructuring services
Private Equity Lifecycle
Investing
  • Financial due diligence
  • Tax due diligence
  • Tax structuring
  • IT due diligence
  • Internal control due diligence
  • Financial and tax modeling
  • Pre-LOI Financial analysis
Closing
  • Opening balance sheet audit 
  • Purchase price allocation 
  • Working capital assistance 
  • Acquisition method accounting 
  • Alternative dispute resolution
Maximizing Growth
  • Audit
  • Tax consulting and compliance 
  • Technology consulting 
  • Benchmarking services
  • Bolt-on acquisition consulting 
  • Enterprise risk management 
  • Cybersecurity and privacy
Exiting
  • Sell-side due diligence
  • IPO and SOX readiness assistance 
  • Tax structuring and consulting
  • Carve-out assistancE

Where are you in your Business Journey?

Startup or Early Stage
This stage covers the early days of business formation and setup. It includes refining the business idea, developing a business plan, and securing initial funding.
Let's Connect
Growth and Expansion
At this point, the business is looking to expand its market reach, add new products or services, and increase its customer base. It may involve scaling operations or entering new markets.
Let's Talk
Ready to Merge or Sell
At this stage of the journey, Business owners considering exit strategies. It involves preparing the business for sale or finding suitable merger opportunities to maximize value.
Let's get Ready

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