Private Equity Funds & Investment Companies

Investing in resources to grow your business.

Private equity funds investment companies

Amplifying Returns, Reducing Risk

The private capital market is complex to navigate, fast-paced and highly regulated, leading to the need for an accounting firm that can help you cut through the noise and provide expert insights quickly. Bennett Thrasher’s high level of experience in private equity tax, audit and consulting services can help your funds and portfolio companies make strategic decisions with the assurance you need.

Our professional private equity tax services include private equity funds, venture capital funds, broker/dealers, investment bankers, fund of funds, mezzanine debt funds, hedge funds, registered investment advisors and family offices. Our deep understanding of how organizations in the private capital space operate creates value by reducing risk and maximizing growth opportunities.

Meet Our Private Equity Tax Firm Experts

Bennett Thrasher believes in serving our clients by building trust through insight and involvement.

If you’re looking for experienced professionals who can help you reach your goals, we can help. Contact our private equity tax firm leaders, Raygan Evans or Mike Reynolds to schedule a consultation.

Fund Formation & Initial Investment

Your investment company will benefit from our private equity accounting firm’s industry knowledge throughout each phase of a fund’s lifecycle. Bennett Thrasher will connect you with appropriate resources each stage and leverage our experience to ensure we meet your needs. Our professionals collaborate as trusted advisors to help your investment and portfolio companies reach their goals, no matter what stage of growth.

Our fund formation and initial investment services include:

  • Purchase price allocations
  • Reviewing marketing materials and fund documents
  • Advising on business plans
  • Consulting on general partner and carried interest issues
  • Tax structuring and modeling
  • Working with our federal tax credit consultants
  • Preparing federal and state tax returns
  • IT management and consulting
  • Advising on transactions and preparing buy-side quality of earnings
  • Business valuations

Portfolio Management

As your portfolio continues to grow, new challenges come into play. Our professionals work closely with our clients as their portfolios continue to evolve to assess their current situation, plan for the future and enhance their investments’ value.

Our portfolio management and ongoing fund operations services include:

Portfolio Liquidation & Divestiture

Bennett Thrasher professionals have years of experience delivering a full range of services to our clients. We go beyond routine compliance services to help clients manage risk and create value.

Our portfolio liquidation and divestiture services include:

  • Structuring the sale of portfolio companies for tax efficiencies
  • Exit planning
  • Succession and estate planning
  • Sell-side diligence assistance and advisory
  • IPO assistance

Bennett Thrasher is a registered member of the PCAOB.

Trusted by Many

“The transfer pricing audit ended after the German tax authorities reviewed our Local File. It might have been the best money I have ever spent.” – Feedback from Finance Director of Irish Multinational in Healthcare Industry following a transfer pricing audit in Germany
“Ben and his staff have been fantastic. They have been very professional and extremely patient as we navigate through our transaction and the planning process.”

CFO of U.S.-based subsidiary of a Swiss Multinational in the Technology Industry

“We are incredibly grateful for the partnership, support and collaboration of you and your team…Your professionalism and collaboration truly made the difference for the Company, our teams and our leaders.”

Chief Compliance Officer for a Statewide Health Care Organization

“As always, we very much appreciate your hard work and the hard work of the entire BT team.”

SVP & Chief Compliance Officer of a Global Distribution Company

“In the past, I have used two of the top four national accounting firms for advice. I have found Jeff Call’s firm Bennett Thrasher, the most responsive, always available and very, very helpful. Once I’m not around, I’m certain my state trustee will continue to rely on Jeff’s firm.”

Guy Millner, Chairman Assurance, America, Corporation, Atlanta

“Bennett Thrasher provided exceptional second mile audit services for Trilith Studios. Their team was thorough, knowledgeable, demonstrated a high level of attention to detail and provided clear communication throughout the entire process. We highly appreciated their collaboration and the professional service they provided throughout the entire audit process.”

Ginny Hernandez, Trilith Studios

“Just when you have self-assessed your company to possibly be the worst client ever, the Staff at Bennett Thrasher make you feel like you are their most important and beloved client. That ability is an attribute you don’t see in many accounting firms.”

Dennis W. Jackson, EVP-Finance, M3, LLC

45+ years of tax, audit & advisory solutions

Contact our team