Define your investment strategy, calculate cash flow and timelines, plan for capital raise, and set expectations to drive growth.
Establish the Investment Fund
Establish the Investment Fund
Fund organization and structuring, including special purpose vehicle (SPV)
Private fund Foreign Account Tax Compliance Act (FATCA) and CRS compliance
Distribution computations
Internal rate of return (IRR) computations
Financial statement preparation and disclosures
Assess the implications and opportunities of various investments including working capital, tax structures, internal operations, and more.
Evaluate the Investment
Evaluate the Investment
Due diligence
Deal structuring
Operations reviews
Internal controls
IT and integration
Gain insight into your deal from start to end. The right approach examines risk and can help drive a successful close.
Execute Transactions
Execute Transactions
Due diligence
Valuation
Merger and acquisition tax
Merger management
Postacquisition disputes
Restructuring
Take a disciplined approach to guide, track, and help the business operate more efficiently and effectively.
Advise the Portfolio Company
Advise the Portfolio Company
Outsourced finance and accounting
R&D tax
Valuations
Restructuring
Internal audit
Corporate governance
Benefit plan services
Domestic and international expansion tax advisory
IT security and penetration testing–
SOC 1, 2, and 3 audits
Prepare for an exit by proactively addressing business risk to drive value and transaction speed.
Sell the Portfolio Company
Sell the Portfolio Company
Sell-side consulting
Initial public offerings
Tax structuring
