We work with sponsors and participants during the entire fund/joint venture cycle. We understand the key structuring, tax, and audit issues that drive successful fund formation, operations, and exit.
Our focus is to collaboratively address the structuring implications for inbound and outbound transactions for your fund (buy-out, real estate, distressed debt, etc.) so you can benefit from effective planning for sponsors and each class of investor. Validation of our experience includes serving private equity and investment management clients that range from startup firms with a single asset class and simple structuring needs to internationally recognized private equity firms with complex structuring needs and sophisticated investors.
Who we serve
Our Services
Our team addresses the tax issues associated with various asset classes including:
The tax consequences associated with allocations and distributions is a critical factor for all private equity fund participants. We help our clients navigate the tax complexities associated with:
Portfolio Company Services
Serving the portfolio companies of our private equity clients is core to HCVT. We provide traditional financial reporting services, including audits, reviews and compilations and tax compliance and planning services. We leverage our involvement with portfolio companies to facilitate timely delivery of tax information to sponsors and your investors.
In addition to providing assurance and tax services to portfolio companies of our private equity clients, our advisors provide buy-side and sell-side due diligence services. To learn more about these services, see Mergers & Acquisitions.
BEST OF THE BEST
Our passion for excellence, continuous learning, and improvement have garnered HCVT numerous industry accolades. These honors demonstrate the firm’s focus on client service and commitment to maintaining a supportive, employee-centric culture.