San Antonio Private Equity Expertise
Navigating Private Equity in San Antonio
San Antonio’s private equity landscape continues to grow, with dynamic opportunities for investors and businesses seeking growth. The city offers fertile ground for private equity firms looking to unlock value and drive innovation, specifically in the energy and healthcare industries.
Navigating the complexities of the private equity landscape can be challenging, specifically in the early growth stage. Partnering with seasoned professionals who understand the intricacies of the San Antonio market can make all the difference. We provide a holistic approach supporting the investment advisor, fund, and portfolio companies to streamline reporting, improve operational efficiency, and identify high-potential investment targets. We help support the investor relationship by providing advisors and funds with tax and compliance offerings. Our team drives results for portfolio companies for start-ups to businesses with over $1 billion in revenue, ensuring strategic and sustainable growth. Our firm is a member of ACG Austin/San Antonio to stay further connected in the private equity community in the region.
San Antonio Private Equity Experience
Whether you need assistance with your firm, funds, a specific transaction, or a portfolio company, our experienced professionals offer a comprehensive suite of services. We aim to eliminate communication and process hurdles and strengthen relationships with your business partners to help your firm meet its goals. Our expertise spans across our service lines, including specific experience like:
- Financial statement audits for registered investment advisors
- Monthly accounting services for a private equity firm across industries
- Tax consulting for a private credit fund
- Quality of earnings report for a private investment firm
Services
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- Accounting software selection/upgrades
- Business valuations
- Corporate governance
- Corporate turnaround & restructuring
- Dispute advisory
- Due diligence
- Federal tax compliance & planning
- Fraud risk management
- Fund audits
- International tax
- Investment company audits
- M&A transaction advisory
- Monthly accounting support
- Outsourced controller services
- Portfolio company audits
- 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
Contact Our San Antonio Team
Calvetti Ferguson provides accounting, advisory, assurance, risk advisory, and tax services to private equity firms across San Antonio. If you are interested in learning about how our organization can assist, complete the form below and a team member will reach out promptly.
About San Antonio, Texas
The business community in San Antonio, Texas, is a dynamic and thriving ecosystem that plays a crucial role in the city’s economic growth and prosperity. Known for its diverse industries and entrepreneurial spirit, San Antonio offers a fertile ground for businesses of all sizes and sectors.
San Antonio’s business community is characterized by a strong sense of collaboration and support. Local organizations, such as the San Antonio Chamber of Commerce and various industry-specific associations, actively work to foster connections and provide resources for businesses to thrive. These networks offer networking events, educational programs, and advocacy initiatives, creating an environment that encourages innovation and success.