In an era of political and economic uncertainty, satisfying your clients' investment goals and complying with evolving regulations demands full-time attention and dedicated resources. As a Public Company Accounting Oversight Board (PCAOB) registered and inspected firm, CohnReznick assists broker-dealer firms with financial statement audits and other regulatory filings and financial reporting advice. Our professionals serve as trusted advisors in providing services to help you address tax and compliance risk, domestic and international tax structuring, and other issues to keep your firm moving ahead.
As a segment of private equity growing in size and relevance, independent sponsors face a variety of unique challenges, including sourcing transactions, raising capital, and managing resources. At CohnReznick, we forge deep and trustworthy relationships with independent sponsors, facilitating and contributing to their success.
Progressive family offices are moving to the forefront when it comes to investing. To increase control and reduce fees, direct investment and co-investment are gaining favor when compared to traditional limited partnership investments. But with this, family offices need to shift focus to deal acquisition, due diligence, portfolio company improvement and monitoring, and internal governance. Leveraging the expertise of our private equity group, CohnReznick brings deal-based acumen and experience to family office relationships. Our team is a valuable strategic partner in matching the business and philanthropic goals of family offices with the appropriate financial and operational architecture.
Well-managed hedge funds understand the market conditions and regulatory obligations that impact their ability to accelerate growth. While employing different investment strategies to maximize returns, they must also meet the compliance requirements of various regulatory bodies. As a firm registered with and inspected by the Public Company Accounting Oversight Board (PCAOB), CohnReznick provides integrated audit, tax, and advisory services to help you structure your fund for tax efficiency, comply with evolving regulations, and meet your investors' reporting needs.
Private equity firms with access to market intelligence and technical expertise are more likely to invest wisely, create value, and choose the most profitable exit strategy. CohnReznick's Private Equity Industry Practice helps private equity firms execute their strategies with seasoned advisory, compliance, and technical knowledge. Well-versed in the changing operational, financial, and regulatory environment of funds and their portfolio companies, we serve each private equity client by getting to know you, your priorities, goals, and strategies, and design a unique service model to exceed your expectations.
According to the Small Business Administration, SBICs can invest up to $4 billion annually. These privately-owned and managed investment funds are subject to unique audit standards and accounting and valuation practices. Whether your SBIC fund is newly formed or mature, CohnReznick's SBIC team collaborates with fund managers and administrators to address time-sensitive reporting and compliance obligations. We also implement processes to strengthen investor relationships and deliver industry-specific tax consulting, valuation, transaction, and advisory services.
The ability to identify and cultivate value in emerging growth companies is the hallmark of venture capital firms. Managing risk, controlling burn rate, and encouraging innovation in the development and commercialization of products and services throughout the portfolio are priorities. From fundraising through capital deployment, value enhancement, and eventual exit, CohnReznick helps venture capital investors meet fund and portfolio company audit and tax requirements, accelerate growth throughout the portfolio, and strengthen investor relationships.
What you need to know about Form CRS
As a prospective seller, become intimate with EBITDA (earnings before interest, tax, depreciation, and amortization), since investors often use EBITDA as the starting point in determining acquisition value.