Strategic Guidance for Successful, Compliant Funds

Private Equity Funds

Private equity fund investing continues to evolve and adjust to meet the complexity and diversity of the asset class. New and emerging funds need to build optimal fund, cost and servicing structures, while existing funds face issues such as impairment recovery and loan loss reserves. Funds and investors need guidance from a strategic partner that knows their business. With decades of private equity fund experience, Armanino helps clients manage more compliant, efficient and successful funds.

Armanino has been providing services to private equity funds for more than 25 years, with a focus in real estate—both debt and equity structures. Combine that expertise with our technology and SEC practice, and we offer a suite of services perfectly suited for growing funds.

We take the time to understand your fund’s structure, industry concentrations and general investment criteria. Then, we go beyond the typical financial and tax reporting compliance you’d expect from a CPA to help funds strategically address initial structuring and setup, platform policies and technology requirements. We also have experts in-house to provide back-office general ledger support, valuation services and deferred-compensation planning. With Armanino, you know you are working with a firm that understands your fund’s most important issues.

Consulting

Achieve and Maintain Your Competitive Edge

Audit

Private equity fund investors want their fund’s financials audited or reviewed by a knowledgeable firm. Armanino’s private equity fund experts deliver efficient and cost-effective audits and reviews, ensuring that financial statements are accurate and provide meaningful results to key stakeholders. We have deep expertise in loan-loss reserve analysis, loan refinancing and restructuring, fair-value accounting, differing forms of REO and real estate sales transactions.

Audit


Tax

We know how critical the timeliness of tax reporting is to your investors and the success of your fund. Armanino has the resources and expertise to meet your needs, no matter how complicated or demanding. Our experts address key concerns and identify strategic tax-planning opportunities throughout the year—not just during tax season.

Tax


Technical Accounting

We provide outsourcing answers for your technical accounting needs, including transaction-specific services, stock option accounting, revenue recognition, SEC filings, financial reporting for debt/equity financing, derivatives and inventory-related services. Our experienced team serves public and private clients of all sizes, across all industries.

Technical Accounting


SOX Compliance

Unfocused interpretation and broad application of the Sarbanes-Oxley Act (SOX) is costly and inefficient. We tackle SOX with a unique multidisciplinary and risk-based approach that’s comprehensive yet cost-effective, and helps you address all the crucial factors intrinsic to the success of any internal control infrastructure.

SOX Compliance


System Solutions
Customized Solutions for a Complete Range of Business Needs
AppFolio
Streamline communications and fundraising with robust investment management, insights and automation
BlackLine
A cloud-based solution that accelerate the financial close by standardizing and automating accounting processes
Microsoft Dynamics
Help manage inventory, boost productivity, improve customer service and marketing effectiveness
Sage Intacct
Streamline financial processes and provide real-time financial and operational insights
Salesforce
A CRM built to support the unique requirements of your industry and your customers
Workday Adaptive Planning
All-in-one financial planning and analysis suite

Fund Administration For Fund Managers

Removing the Administrative Burden

There’s been a shift in the private equity and real estate sectors, with more and more fund managers turning away from in-house fund administration to work with a trusted, third-party advisor.

Learn More
Private Equity Fund Experts
Ryan Guyton - Tax| Armanino
Partner
Since 2003, Ryan has served successful individuals, families, and businesses, gift and estate, and other tax needs.

Dallas, TX
David Erard - Partner - Tax| Armanino
Partner
David has more than 20 years of experience in the accounting industry, including seven years at the Big Four.

Irvine, CA
Dan Schoenleber headshot 1
Partner
Dan assists clients through mergers and acquisitions by leading due diligence and quality of earnings engagements.

St. Louis, MO
Resources
Updated June 5, 2024
How the 7 New SEC Private Fund Rules Create a Need for Innovation
Article
What’s the impact of the new rules and what opportunities do they offer for investment advisors?

November 29, 2023
Company Claims CNOL Carryback Under CARES Act Provision, Receives $1.6M Tax Refund
Case Study
Armanino’s 382 experts’ proactive analysis of new eligibility rules nets big return for private equity firm.

February 22, 2021
Private Equity Firm Modernize Its Accounting Operations Using Sage Intacct
Case Study
Private equity firm was expanding its business operations, while in the process of doubling the number of its employees.

June 17, 2019
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