What We Do
We support private equity, venture capital and private credit firms through every stage of their investment lifecycle. From M&A due diligence to technical accounting and outsourced accounting services, we become part of the team from acquisition through exit. Whether you need deal support, interim finance infrastructure, GAAP clarity, or scalable BPO, we integrate seamlessly to accelerate value creation without bloating overhead.
Capabilities
Buy Side Due Diligence
Buy-Side Due Diligence That Reduces Risk and Uncovers Value
Sell Side Due Diligence
Sell-Side Due Diligence That Maximizes Portfolio Company Exits
Valuation Services
Valuation Services Grounded in Precision and Transparency
Form PF Regulatory Reporting
Risk and Regulatory Reporting That Strengthens Investor and Regulator Confidence
Performance Monitoring
Performance Monitoring for Successful Investment Managers
Investment Research
Investment Research Built on Discipline
Fund Accounting
Specialized Fund Accounting Resources for When You Need Them
Borrowing Base Examinations and Collateral Monitoring
Borrowing Base Examinations and Collateral Monitoring for Investment Managers and Credit Funds
Expert Testimony and Forensic Analysis
Expert Testimony and Forensic Accounting for Complex Situations
Bankruptcy and Troubled Company Services
Technical Accounting Support for Bankruptcy and Distressed Situations
Outsourced accounting services
Outsourced Accounting Built for Investment Managers
ERP Systems Implementation and Project Management
ERP Implementation and Project Management That Drive Business Transformation
Buy Side Due Diligence
Buy-Side Due Diligence That Reduces Risk and Uncovers Value
Sell Side Due Diligence
Sell-Side Due Diligence That Maximizes Portfolio Company Exits
Valuation Services
Valuation Services Grounded in Precision and Transparency
Form PF Regulatory Reporting
Risk and Regulatory Reporting That Strengthens Investor and Regulator Confidence
Performance Monitoring
Performance Monitoring for Successful Investment Managers
Investment Research
Investment Research Built on Discipline
Fund Accounting
Specialized Fund Accounting Resources for When You Need Them
Borrowing Base Examinations and Collateral Monitoring
Borrowing Base Examinations and Collateral Monitoring for Investment Managers and Credit Funds
Expert Testimony and Forensic Analysis
Expert Testimony and Forensic Accounting for Complex Situations
Bankruptcy and Troubled Company Services
Technical Accounting Support for Bankruptcy and Distressed Situations
Outsourced accounting services
Outsourced Accounting Built for Investment Managers
ERP Systems Implementation and Project Management
ERP Implementation and Project Management That Drive Business Transformation
Buy Side Due Diligence
Buy-Side Due Diligence That Reduces Risk and Uncovers Value
Sell Side Due Diligence
Sell-Side Due Diligence That Maximizes Portfolio Company Exits
Valuation Services
Valuation Services Grounded in Precision and Transparency
Form PF Regulatory Reporting
Risk and Regulatory Reporting That Strengthens Investor and Regulator Confidence
Performance Monitoring
Performance Monitoring for Successful Investment Managers
Investment Research
Investment Research Built on Discipline
Fund Accounting
Specialized Fund Accounting Resources for When You Need Them
Borrowing Base Examinations and Collateral Monitoring
Borrowing Base Examinations and Collateral Monitoring for Investment Managers and Credit Funds
Expert Testimony and Forensic Analysis
Expert Testimony and Forensic Accounting for Complex Situations
Bankruptcy and Troubled Company Services
Technical Accounting Support for Bankruptcy and Distressed Situations
Outsourced accounting services
Outsourced Accounting Built for Investment Managers
ERP Systems Implementation and Project Management
ERP Implementation and Project Management That Drive Business Transformation
Insights
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
Fifth Circuit Lifts Nationwide Preliminary Injunction – FinCEN Extends Filing Deadlines
Dec 27, 2024
On December 23, 2024, the Fifth Circuit Court of Appeals lifted the District Court’s nationwide preliminary injunction against enforcement of the…
Read More
Advisory
Fifth Circuit Lifts Nationwide Preliminary Injunction – FinCEN Extends Filing Deadlines
Dec 27, 2024
On December 23, 2024, the Fifth Circuit Court of Appeals lifted the District Court’s nationwide preliminary injunction against enforcement of the…
Read More
Advisory
Fifth Circuit Lifts Nationwide Preliminary Injunction – FinCEN Extends Filing Deadlines
Dec 27, 2024
On December 23, 2024, the Fifth Circuit Court of Appeals lifted the District Court’s nationwide preliminary injunction against enforcement of the…
Read More