Services for Private Equity Firms

PRIMARY CONTACT: Brian Matthews CPA, CM&AA

Private equity firms face a number of issues from regulations and oversight to an ever-changing market with limited investment opportunities. With increasing pressures to show profits, you might consider engaging an experienced business advisor to work with you throughout the lifecycle of your fund and portfolio investments.

At Schneider Downs, we help private equity firms maximize returns and build value from acquisition through exit. We also assist firms with compliance and accounting and tax regulations germane to your business structure and evolving needs. Our services capabilities for private equity firms include:

Financial Due Diligence Services

  • Quality of earnings analysis
  • Working capital evaluation
  • Balance sheet investigation
  • Customer trends
  • Unrecorded liability identification
  • Payroll and benefits analysis
  • Evaluation of accounting systems, controls and procedures
  • Fraud risk assessments

Audit Services

  • Accounting for complex equity structures
  • Assistance with developing and adhering to revenue recognition policies in compliance with US GAAP
  • Accounting for business combinations, including accounting related to opening balance sheets
  • Accounting for share-based compensation arrangements
  • Evaluation of impairment of intangible assets
  • Accounting for complex debt arrangements, including convertible debt issuances and debt issued with warrants
  • Identification of internal control issues, and discerning and applying industry best practice

Tax Services

Tax Due Diligence

  • Confirmation of tax elections-Methods
  • Confirmation of tax entity-Elections
  • Evaluation of tax attributes NOLs, 382 limitations, tax credits
  • Uncertain tax position analysis
  • Assessment of intangibles and amortization
  • Assessment of representations, warranties, indemnifications
  • Evaluate exposures including state income/franchise tax and sales and use tax
  • Confirmation of tax positions

Tax Structuring

  • Indemnification of tax advantages
  • State and local economic development
  • Entity planning
  • Stock versus asset analysis
  • ESOPS

Tax Planning

  • Tax accounting methods and elections
  • Mergers, acquisitions, reorganizations
  • Transaction cost analysis
  • Cost Segregation studies
  • 179D studies
  • Earnings and profits calculations
  • Dividend/non-dividend reporting
  • Foreign partner withholding and reporting

Tax Compliance

  • Federal and state income tax returns
  • Sales and use tax reporting
  • ASC 740 (income tax provisions) calculations
  • Tax examination assistance

Technology Services

  • IT Due Diligence
  • Post-merger integration services
  • IT Controls review
  • Technology Assessment
  • Software contract review
  • Compliance Assessment (PCI, HIPAA, Software Licensing, etc.)

Schneider Downs Corporate Finance, LP

Sell-side Advisory

  • Sales of portfolio companies
  • Divestitures of business units
  • Management buyouts

Buy-side Advisory

  • Targeted industry searches
  • Acquisition execution

Strategic Advisory

  • Valuation
  • Strategic Alternatives Analysis

To gauge whether your firm can benefit from Schneider Downs’ in-depth knowledge of private equity and our commitment to building value, contact Joel Rosenthal, jrosenthal@schneiderdowns.com or (412) 697-5387.

About Schneider Downs Corporate Finance

Schneider Downs Corporate Finance is a leading, full-service investment banking, corporate finance and strategic advisory firm serving the needs of mid-market and small companies. With close to 100 combined years of financial transaction and executive management experience across a broad spectrum of industries and client situations, our focus is to provide premier advisory services in the areas of company sales and divestitures, acquisitions, fund-raising and strategic advisory.

Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC.

Schneider Downs Corporate Finance, LP Customer Relationship Summary (Form CRS).

Learn how we’ve Solved Big Problems For our clients

Big Problem: Company Impacted By Ransomware.

Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

Read Case Study

Big Problem: Inefficient Tax Credit Realization.

Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

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