Private Equity
Helping Drive Successful Exits for PE & VC Firms
Managing a diverse portfolio requires seamless financial oversight and strategic collaboration. We partner with private equity and venture capital firms to streamline portfolio reporting, improve operational efficiency, and identify high-potential investment targets. From start-ups to businesses with over $1 billion in revenue, our team drives results for portfolio companies while ensuring sustainable growth and maximizing ROI.
For PE Firms:
- We have a proven track record of helping portfolio companies achieve significant growth targets.
- Our network allows us to identify promising investment targets in your target industries.
- We streamline due diligence processes and provide expert guidance throughout the investment lifecycle.
For VC Firms:
- We ensure your portfolio companies maintain strong financial management and compliance with tax regulations.
- Our specialists offer strategic insights on financial planning, risk management, and business growth, helping you assess the viability of investment opportunities.
- We can assist with startup-specific needs like valuation and stock option planning.
Our Integrated Approach:
Whether you need assistance with your firm, a specific transaction, or a portfolio company, our team of experienced professionals offers a comprehensive suite of services. Our goal is to eliminate communication and process hurdles and strengthen relationships with your business partners to help your firm meet its goals.
Services:
- Accounting process review & optimization
- Accounting software selection/upgrades
- Business valuations
- Corporate governance
- Corporate restructuring & turnaround
- Dispute advisory
- Due diligence
- Employee retention tax credit
- Federal tax compliance & planning
- Fraud risk management
- Fund audits
- International tax
- Investment company audits
- IPO readiness
- M&A transaction support
- Monthly accounting support
- Outsourced controller services
- Portfolio company audits
- Post-acquisition department assessment
- Post-integration services
- Process improvement
- Quality of earnings
- Real estate tax incentives
- Real-time financial reporting dashboards for investors
- R&D tax credit studies
- State and local tax compliance and consulting
- Technical accounting advisory
Contact us
Calvetti Ferguson works with mid-market companies, private equity firms, and high net worth individuals across the country. Regardless of the complexity of the compliance, assurance, advisory or accounting need, our team stands ready to assist you. Please complete the form below, and we will follow up with you shortly.