Private Equity Fund Audits

Private equity funds require an integrated and holistic approach to deliver the highest returns for their investors.  Navigating regulatory and compliance challenges while supporting portfolio companies’ needs means managers need a business partner to support their growth ambitions.

At Calvetti Ferguson, we provide comprehensive audit services to private equity funds. Our team of audit professionals is dedicated to delivering precise, timely, and insightful audits that meet the unique needs of private equity clients and their portfolio companies. We understand the complexities and challenges managers face, from portfolio valuations and complex tax structures to regulatory compliance and reporting requirements. Our expertise ensures our clients receive the highest quality service designed to address their needs.

Why Choose Us for Your Private Equity Fund Audit?

  • Deep Industry Knowledge: Our team brings extensive experience in auditing private equity funds, allowing us to understand the nuances of the local industry. We stay updated with the latest regulations, accounting standards, and market trends to provide relevant and informed advice.
  • Customized Audit Approach for Funds: We recognize that every private equity fund differs. Our approach is tailored to each client, ensuring we address the specific risks and requirements relevant to your fund.
  • Advanced Valuation Expertise: Accurate valuation of portfolio companies is critical in the private equity space, particularly with the ever-changing macroeconomic environment. Our team has deep expertise in fair value measurements and the latest valuation methodologies, ensuring that your financial statements reflect the true economic value of your investments.
  • Regulatory Compliance and Risk Management: Navigating the complex regulatory landscape is a significant challenge for private equity funds. We provide comprehensive audit services that help you meet all compliance requirements set by the SEC, AIFMD, and other regulatory bodies while understanding the specific regulatory environment. We also assist in identifying and managing risks to protect your fund and investors.
  • Efficient and Transparent Processes: We are committed to delivering efficient and thorough audits. Our process is designed to minimize disruption to your operations while providing clear communication and transparency throughout the engagement.

Contact us

Calvetti Ferguson works with companies, private equity firms, and high-net-worth individuals nationwide. Regardless of the complexity of your compliance, assurance, advisory, or accounting needs, our team is ready to help. Please complete the form below, and we will follow up with you shortly.