Industries

Private Equity

At every stage of the investment lifecycle, the FD private equity services team offers specialized expertise to help investment firms drive performance.

How We Help

Supporting You with a 360-Degree Perspective

Our experienced advisors combine the current outlook, economic forecasts and comprehensive review — from transaction to risk and compliance — to assist you in every step and give you the best support in private equity.

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Our Expertise

World-Class Technology for Your Private Equity Needs

Transaction Support

Our FD specialists support every stage of the deal from buy-side due diligence to tax analysis, valuations, industry studies and beyond.

Portfolio Company Reporting & Analysis

We leverage a world-class technology solution used by CPA firms, banks and franchise organizations to enable investment firms to produce robust, standardized portfolio analytics. FD can also help with portfolio company needs including tax, audit, process improvement and more.

Process, Risk & Governance

Our dedicated PRG specialists help portfolio companies improve internal controls in a variety of areas. We also provide certifications in the form of SOC I and SOC 2 examinations. A SOC examination (formerly SAS 70) demonstrates a commitment to internal controls by providing third-party attestation to the reliability of the design, implementation and operating effectiveness of an organization’s controls. These examinations are an increasingly important risk management tool, as well as a potential competitive edge.

Private Equity 360 Spotlight Series

Watch more videos

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August 10, 2023
Private Equity 360 | Merger & Acquisition Update
Read more: Private Equity 360 | Merger & Acquisition Update
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July 13, 2023
Private Equity 360 | How Culture Relates to Value Creation
Read more: Private Equity 360 | How Culture Relates to Value Creation

Case Study

Private Equity

FD Aids Developer in Asset Sale to Private Equity Investor

Maximizing Capital Gain Treatment

Our team assisted a multifamily developer with the $120MM sale of multiple Class A apartment assets to a large private equity buyer and maximized capital gain treatment.