Private Equity
The 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 over 25 years ago was a large NYC private equity fund, immediately establishing our firm as a knowledgeable and dependable resource and as a trusted advisor to the private equity fund industry.
Our practice includes experience with leveraged buyout firms, venture capital, SBIC’s, mezzanine and senior financing and 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 advise 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 upwards of over $1 billion.
RotenbergMeril’s experts can assist with a variety of public equity fund needs including:
- Financial audits
- Asset valuations
- Start up services and partnership formation due diligence investigations
- Advisory services on investor reporting, investment tax structure, fund administration
- Tax planning and compliance
- Tax return and schedule K-1 preparation
- Financial statement preparation