Private Equity Services
The SGC team understands the unique challenges and needs of middle-market private equity firms, their merger and acquisition (“M&A”) process and the issues surrounding their portfolio companies. Our specialists have the expertise and technical knowledge that private equity firms require from their professional advisors before, during and after the deal.
Our team can provide a full variety of professional services to private equity firms, including audit and tax services to the fund and its portfolio companies, M&A services, and value enhancement services such as risk management and corporate governance/internal audit assistance. We can provide private equity clients with numerous competitive advantages throughout the private equity lifecycle, from fund development and portfolio growth to divestiture.
SGC can produce significant rewards for private equity funds and portfolio companies, including cost-effective fee structures, middle-market private equity expertise, a strong client advocacy relationship and value enhancement services that have a positive impact on the portfolio’s bottom line.
Fund Services
SGC can provide the fund-level resources and expertise to assist private equity funds through all phases of fund development and growth.
During the start-up phase, SGC can assist with:
• Partnership agreements
• Private placement memorandums
• Other offering documents
• Structural advice and expertise
Once the funds are operational, services may include:
• Annual financial statement audits
• Performance reviews
• Preparation of partnership economic and tax allocations
• Preparation of tax returns
• Quarterly review or compilation of financial statements
Mergers and Acquisition Services
Merger and acquisition services provided by SGC for its private equity clients include due diligence services, valuation support, post-acquisition integration advisory and support, M&A consultation services, purchase price dispute, and tax structuring and optimization.
Our M&A professionals provide best-in-class due diligence support to effectively position our clients for a successful acquisition engagement by implementing a program that places strong emphasis on the financial, accounting and operational aspects of the acquisition; recognizing that all financial and operational decisions and outcomes are directly correlated and that decisions made in one area impact other areas of business.
We can manage your entire due diligence process by providing the coordination and communication to management necessary to ensure a smooth, efficient process. In addition to traditional financial and tax due diligence, we offer the following due diligence services:
• Information technology
• Risk management
• Human resources and benefits
Portfolio Services
SGC offers its clients a wide range of portfolio services. While we provide audit, review and compilation services to assist businesses in fulfilling reporting requirements, our accountants and consultants also frequently find ways to improve general business practices, operating efficiencies, and fiscal policies in the process.
SGC services include:
• Tax planning and compliance
• Business consulting/operational / IT reviews
• Corporate governance and IPO readiness assistance
• Internal audit
Our team can provide a full variety of professional services to private equity firms, including audit and tax services to the fund and its portfolio companies, M&A services, and value enhancement services such as risk management and corporate governance/internal audit assistance. We can provide private equity clients with numerous competitive advantages throughout the private equity lifecycle, from fund development and portfolio growth to divestiture.
SGC can produce significant rewards for private equity funds and portfolio companies, including cost-effective fee structures, middle-market private equity expertise, a strong client advocacy relationship and value enhancement services that have a positive impact on the portfolio’s bottom line.
Fund Services
SGC can provide the fund-level resources and expertise to assist private equity funds through all phases of fund development and growth.
During the start-up phase, SGC can assist with:
• Partnership agreements
• Private placement memorandums
• Other offering documents
• Structural advice and expertise
Once the funds are operational, services may include:
• Annual financial statement audits
• Performance reviews
• Preparation of partnership economic and tax allocations
• Preparation of tax returns
• Quarterly review or compilation of financial statements
Mergers and Acquisition Services
Merger and acquisition services provided by SGC for its private equity clients include due diligence services, valuation support, post-acquisition integration advisory and support, M&A consultation services, purchase price dispute, and tax structuring and optimization.
Our M&A professionals provide best-in-class due diligence support to effectively position our clients for a successful acquisition engagement by implementing a program that places strong emphasis on the financial, accounting and operational aspects of the acquisition; recognizing that all financial and operational decisions and outcomes are directly correlated and that decisions made in one area impact other areas of business.
We can manage your entire due diligence process by providing the coordination and communication to management necessary to ensure a smooth, efficient process. In addition to traditional financial and tax due diligence, we offer the following due diligence services:
• Information technology
• Risk management
• Human resources and benefits
Portfolio Services
SGC offers its clients a wide range of portfolio services. While we provide audit, review and compilation services to assist businesses in fulfilling reporting requirements, our accountants and consultants also frequently find ways to improve general business practices, operating efficiencies, and fiscal policies in the process.
SGC services include:
• Tax planning and compliance
• Business consulting/operational / IT reviews
• Corporate governance and IPO readiness assistance
• Internal audit