Private Equity

Cherry Bekaert provides audit, transaction tax, valuation, financial due diligence and deal advisory services to private equity firms and their portfolio companies.  

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Supporting Private Equity Firms and Their Portfolio Companies Throughout the Investment Lifecycle

Private equity firms are facing higher expectations from investors, increased regulatory requirements and greater challenges in achieving portfolio value realization. Cherry Bekaert tailors its comprehensive assurance, tax and advisory services to meet the unique needs of private equity funds and their portfolio companies. We are experienced in providing fund managers with the clarity, confidence and insight needed to succeed.

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Our team of seasoned professionals has leveraged their in-depth knowledge and experience to successfully support fund managers and their portfolio companies throughout the entire investment lifecycle, from deal sourcing and due diligence to post-transaction integration, value acceleration, portfolio company optimization, and exit planning. We work closely with private equity managers and investors to conduct thorough financial analyses and develop robust investment theses to drive superior returns.

Our Approach to Private Equity

An ever-evolving regulatory and macroeconomic landscape has matured the private equity industry and, therefore, complicated the deal environment. Due to this mutable landscape, private equity firms must successfully manage these challenges, respond to investor demands for greater transparency and still deliver outsized investor returns.

Cherry Bekaert’s Private Equity industry team provides clients with a single point of contact and access to firm-wide resources. We deliver value-focused solutions for private equity professionals and their portfolio companies with greater efficiency, quality and value.

Whether you seek to deploy capital, enhance portfolio company performance or exit investments, our dedicated team stands ready to deliver innovative solutions and unparalleled knowledge. We are equipped to help achieve strategic objectives in the dynamic, increasingly competitive private equity landscape.

Comprehensive Services To Support the Full Private Equity Investment Lifecycle

Fund Formation & Structuring Services

 

Transaction Advisory & Sourcing

Divestiture & Exit Strategy

  • IPO Readiness
  • Carve-Out Analysis
  • Divestiture Advisory Services
  • Sell-Side Due Diligence (Financial, Tax, Information Technology and Cybersecurity)
  • Tax Structures & Planning

Fund Formation & Structuring Services

 

Transaction Advisory & Sourcing

Divestiture & Exit Strategy

  • IPO Readiness
  • Carve-Out Analysis
  • Divestiture Advisory Services
  • Sell-Side Due Diligence (Financial, Tax, Information Technology and Cybersecurity)
  • Tax Structures & Planning

Our Professionals

Connect With Us

Scott M. Moss

Financial Services Industry Leader

Partner, Cherry Bekaert Advisory LLC

Contact Our Private Equity Team