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Thank you for contacting RotenbergMeril.

Saddle Brook Office

Park 80 West, Plaza One

250 Pehle Avenue, Suite 101
Saddle Brook, NJ 07663
phone 1.201.487.8383
fax 1.201.490.2080

Driving Directions and Maps

Woodbridge Office (at the David T. Wilentz Tower)

90 Woodbridge Center Drive,
Suite 720
Woodbridge, NJ 07095
phone 1.732.634.4400
fax 1.201.490.0997

Driving Directions and Maps

New York City Office

369 Lexington Avenue, 16th Floor
New York, New York 10017
phone 1.212.660.0050
fax 1.212.898.9050

(between E. 40th and E. 41st Street on Lexington Ave.)

cpas@rmsbg.com

Private Equity Funds

NJ accounting firmThe private equity market over the past few decades has constituted an important source of financing for start-up companies, private middle market companies and established closely-held companies. One of RotenbergMeril’s first clients, more than 25 years ago, was a large NYC private equity fund. This allowed us to immediately establish our firm as a knowledgeable and dependable resource, and as a trusted advisor to the private equity fund industry. Since that time, the firm has worked with many private equity funds, both large and small, and we have developed a team of professionals that can deliver the services and solutions that fund managers can rely on.

With the advent of Securities and Exchange Commission (SEC) registration of larger private equity fund managers, the regulation and compliance workload has increased for these funds, and we have been able to help them overcome reporting and compliance issues. As a PCAOB registered firm, we are qualified to audit private equity funds that are now registered with the SEC.

We have worked with:

  • Buyout firms
  • Venture capital funds
  • Growth capital funds
  • Special situation funds, distressed debt, mezzanine financing
  • Small Business Investment Companies (SBIC’s)
  • Real estate funds

We assist our private equity fund clients in identifying the accounting, audit and tax issues that are specific to this industry. We offer advice on investor reporting, investment tax structure, fund administration and complex accounting and tax matters. We have worked with private equity funds that manage funds of upward of $1 billion.

RotenbergMeril’s experts can assist with a variety of public equity fund needs including:

  • Audit of fund financial statements
  • Due diligence relating to acquisitions of portfolio companies
  • Fund administration and outsourced accounting
  • Asset valuations
  • Start up services and partnership formation
  • Advisory services on investor reporting
  • Investment tax structure advice
  • Tax planning and compliance
  • Tax return and schedule K-1 preparation
  • Interim financial reporting to investors
  • Management company accounting and tax services

Contact Larry Meril - Audit Partner - Private Equity Fund Practice

Contact Neal Rotenberg - Tax Partner - Private Equity Fund Practice



Under section 23 of the AICPA/NASBA Uniform Accountancy Act out of state CPA firms can practice in the following states upon enactment: AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA PR RI SC SD TN TX UT VT VA WA WV WI WY

Firm Headquarters: Park 80 West, Plaza One, 250 Pehle Ave, Suite 101, Saddle Brook, NJ 07663 Tel: +1 201-487-8383