Private capital providers face unique accounting, tax, valuation and business issues; no other accounting firm in New York State is better equipped to handle their specialized needs. We specialize in helping all types of private capital providers, including angel groups, venture capital firms, private equity firms and mezzanine lenders achieve their business goals. We form meaningful relationships with our private capital provider clients that go much deeper than those of traditional accounting firms.

We are a trusted business partner, working side by side with our clients to help them manage their portfolios and reach their goals. We also specialize in working with users of private capital, from entrepreneurs and startup companies to portfolio companies of private capital providers. Whether it’s assistance in structuring and obtaining private capital, or addressing the accounting, tax and business issues that arise once funding has been obtained, we can help. We provide advice and guidance to users of private capital across the entire business spectrum, from inception through growing and ultimately exiting their business ventures.

Who we serve

Entrepreneurs and start-up companies. We understand the pressures and demands facing entrepreneurs and early-stage companies. We use our expertise and deep relationships with private capital providers to help entrepreneurs and early-stage clients attract capital. We also provide hands-on accounting, tax, and business advisory services to help clients successfully address the challenges they face and grow their companies.

Venture capital firms. Having worked with both early stage companies and providers of private capital, including venture capital firms, we have a unique perspective and a broad range of skills and experience in advising and servicing venture capital firms. Our expertise goes far beyond traditional accounting and tax services, and we have helped venture capital firms with a broad range of additional services, from deal-sourcing to firm management.

Private equity firms. We have thousands of clients at various stages in their life cycles, and understand when and where private equity can be deployed most effectively. Access to such a large number of companies provides a highly valuable source of potential investment opportunities for our private equity clients. In addition to accounting and tax services, we pride ourselves in our ability to bring value-added services to our private equity clients.

Portfolio companies. There can be significant accounting and business challenges facing portfolio companies of private capital providers, as well as significant tax opportunities. Our professionals have years of experience helping portfolio companies address these challenges and take advantage of opportunities. We also have a middle-market investment banking practice to assist when it comes time to raise additional capital or exit the business.

What we do

Entrepreneurs, Startups and Portfolio Companies

  • Business plans
  • Offering memorandums
  • Capital raising
  • Independent financial statement audits, reviews and compilations
  • Tax services, including tax credits and incentives
  • Valuation services
  • Internal accounting assistance
  • Internal control reviews and implementation
  • IT consulting
  • Operational and strategic plans
  • Turnaround consulting
  • Exit planning
  • Buy-side and sell-side M&A advisory
  • Investment banking

Venture capital and private equity firms

  • Deal sourcing
  • Financial due diligence,including quality of earnings
  • Fundraising
  • Portfolio company valuation
  • Independent financial statement audits, reviews and compilations
  • Investment banking
  • Tax services, including tax credits and incentives
  • Internal accounting assistance
  • Internal control reviews and implementation
  • IT consulting
  • Buy-side and sell-side M&A advisory

Valuation services

  • Portfolio company valuation
  • Raising capital
  • Financing a transaction
  • Valuing intellectual property
  • Buy/sell agreements
  • Purchase price allocations
  • M&A transactions
  • Succession and estate planning
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