Private Equity Funds & Other Investment Companies

Investing in Resources to Grow Your Business

Bennett Thrasher can help you navigate the complex and highly-regulated industry of private capital. We specialize in services for investment companies that include: private equity funds, venture capital funds, broker/dealers and investment bankers, fund of funds, mezzanine debt funds, hedge funds, registered investment advisors and family offices.

We are highly experienced business advisors providing tax, audit and consulting services to help your funds and portfolio companies make strategic decisions. Our deep understanding of how organizations in the private equity space operate can create value by reducing risk and maximizing growth opportunities.

Supporting You Through Each Stage of Growth

Your company will benefit from our industry knowledge throughout each phase of your fund’s lifecycle. We can connect you with the resources you need at each stage and leverage our experience to ensure your specific needs are met. Bennett Thrasher experts collaborate and act as trusted advisors to help your fund and portfolio companies reach their goals.

Fund Formation

  • Marketing material review
  • Fund document review
  • Business plans
  • Consultation regarding general partner and carried interest issues
  • Tax structuring and modeling
  • Credits & Incentives (Federal and state)
  • Federal and state tax compliance
  • IT consulting

Deploying Capital / Initial Investment

  • Tax liability search
  • Tax structuring and modeling
  • Transaction advisory / Buy-side quality of earnings
  • Valuations
  • Purchase price allocation

Portfolio Management and Ongoing Fund Operations

  • Income tax return preparation for funds
  • Income tax return preparation for portfolio companies
  • Tax advisement regarding foreign and tax exempt investors
  • International tax compliance and strategy
  • Portfolio companies’ tax return preparation
  • IRS Representation
  • Foreign reporting including FBAR and FATCA
  • Independent audits and reviews of funds and broker / dealers
  • Independent audits and reviews of portfolio companies leveraging our wide industry segment experience
  • Internal audit assistance and portfolio company internal controls evaluation and optimization
  • IPO readiness
  • Fraud investigations

Portfolio Liquidation and Divestiture

  • Structuring sale of portfolio companies for tax efficiencies
  • Exit planning
  • Succession and estate planning
  • Sell-side diligence assistance and advisory
  • IPO assistance

Bennett Thrasher is a registered member of the PCAOB.

Contact Bennett Thrasher

If you are interested in learning how our experienced team can help you reach your goals, please contact Raygan Evans or Mike Reynolds by calling 770.396.2200 to schedule a consultation.