Capital Markets Services

Organizations operating in the capital markets face increasing complexity, from heightened stakeholder expectations and evolving regulatory requirements to competitive transaction environments where investment decisions, financial performance and long-term value creation are critical.

Schneider Downs helps capital markets organizations navigate these challenges throughout the investment and transaction lifecycle. Our diverse team of experienced professionals provides assurance, tax, technology and consulting services designed to support investors, funds and portfolio companies from initial investment and acquisition through growth, transformation and exit.

Assurance Services

Capital markets organizations, investment funds and portfolio companies can face complex audit and accounting challenges based on their organizational structures, transactions and reporting requirements. Schneider Downs can assist with areas including:

Accounting for business combinations, including accounting related to opening balance sheets
Accounting for complex equity structures and debt arrangements, including convertible debt issuances
Accounting for share-based compensation arrangements
Assistance with developing and adhering to revenue recognition policies in compliance with U.S. GAAP
Evaluation of impairment of intangible assets
Identification of internal control issues and application of industry leading practices

Tax Services

Effective tax planning and structuring can be an important component of investments and transactions. Schneider Downs provides tax planning and advisory services to capital markets organizations, funds and portfolio companies, including:

Analysis of uncertain tax positions and potential exposure
Assessment of intangibles and amortization, representations, warranties and indemnifications
Confirmation of tax entity
Consulting on deal structure, including asset, stock or hybrid transactions, and applicable tax implications
Evaluation of state and local income tax compliance, sales and use tax exposure and tax attributes such as NOLs and credits
Payroll tax reporting and advisory
Post-transaction tax services

SD Digital

SD Digital helps capital markets organizations and their portfolio companies manage risk and maximize the value of their technology investments, with key services including:

ERP System Implementation
Software and Technology Assessments
Intelligent Automation

Consulting Services

The Schneider Downs Consulting team brings cross-functional business expertise to help capital markets organizations navigate transactions, mitigate risk and maximize value throughout the investment lifecycle. Key services include: