Private Equity

Overview

Private equity and venture capital firms of all sizes have continued to show a growing interest in middle market companies. An effective strategy in dealing with complex activities involved in the mergers and acquisitions (M&A) process is essential. With 100 years of experience serving middle market companies, Anchin specializes in responding to the individual needs of private equity firms and portfolio companies. We know where the issues are and the importance of having a dedicated team by your side every step of the way. Our team of experienced professionals provides in-depth industry knowledge while recognizing that each transaction is unique.

The members of Anchin’s Private Equity Industry Group understand the complications involved in transitioning a newly acquired company to a professionally managed organization. Understanding your investment strategy and knowing your company and team members is one of our specialties. Our team has the pertinent skills and expertise to help you succeed.

Anchin’s Private Equity Industry Group’s expertise extends to many industries, including:

  • Food and beverage
  • Fashion
  • Technology
  • Public relations and advertising
  • Construction, architecture and engineering
  • Services, transportation and logistics
  • Consumer products
  • Manufacturing and distribution
  • Real estate
  • Financial services

Tailored Services

Services include:

  • Audit and accounting services
  • Business valuations
  • Closing/Opening balance sheet audits and net working capital (NWC) review
  • Employee benefit plan audits
  • Common stock valuations for 409A purposes
  • Evaluation of historical and projected cash flows
  • Tax, financial, and accounting due diligence
  • IT assessment and consulting
  • IPO readiness
  • Tax services including the implementation of risk management and corporate governance best practices along with timely schedule K-1 delivery
  • Purchase price allocation, impairment analyses, and purchase price disputes
  • Tax attribute preservation
  • Tax planning and structuring
  • General advice on accounting for M&A transactions
  • Quality of earnings evaluation

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Financial Services
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