Industries

Private Equity

To succeed in the alternative investment arena calls for specialized investment knowledge, drive, commitment and a “perceptive perspective.”  Many reach for success in this demanding space; few achieve it. That’s because, in addition to the vision and dedication required, spearheading the launch and ongoing management of a fund or fund portfolio is made more challenging by ever-changing reporting requirements, partnership agreements, tax issues and government regulation.

The PKF O’Connor Davies Difference

As the firm of choice for the middle-market, C-Suite and large firm professionals, we dedicate our highly credentialed specialists to serving this private equity market. We support clients at the fund and portfolio company level, leveraging our deep capital allocator experience to deliver a holistic point of view to private equity clients. The result is an advantageous cost-effective solution: from initial fund structuring and capital attraction to investment management and financial reporting, our specialists provide direction at every stage of the fund lifecycle. They advise on tax strategies and help ensure all federal regulations and compliance requirements are properly fulfilled and documented. Serving clients of every size, we offer solutions that expand as the fund grows.

A respected entrepreneurial firm that delivers comprehensive service on a global basis without the expense heft of larger firms.

Each service in our extensive roster is customized and scalable, adding genuine value.

Our services include:  

  • Due Diligence
  • Fund and Portfolio Company Performance Improvement
  • Regulatory Compliance
  • Valuation and Appraisals
  • Tax Planning and Compliance
  • Fund and Investment Administration
  • Attest Services, including Audit and Agreed-Upon Procedures
  • Operational and Structural Advisory Services for Start-Ups and Partnerships
  • Financial Statement Audits and Reporting for Both GAAP and IFRS
  • Attest Services, including Audit and Agreed Upon Procedures
  • Internal Control Examinations
  • Risk Assessments
  • Management Fee and Incentive Structures
  • Investor Due Diligence Advisory
  • C-Suite Outsourced Services
  • Technology Consulting
  • Performance Examination Reports
  • Performance Reporting and Risk Metrics
  • Fund Administration