Private Equity and Venture Capital

Private Equity and Venture Capital

MFA provides a wide variety of services to private equity firms that invest in direct investments and fund-of-funds as well as venture capitalists providing start-up funding, growth funding and/or mezzanine financing to portfolio companies.

Our deep knowledge of financial reporting, valuation, auditing requirements and tax regulations, positions us well to address the needs of private equity and venture capital firms and their portfolio companies. Combined with our extensive due diligence, transaction advisory and investment banking experience, we fill an important void for those looking for Big 4 and national experience but also requiring the personalized and responsive approach of a smaller firm in order to provide that much-needed trusted advisor relationship.

Our services also extend to partners within private equity and venture capital firms for matters such as individual tax planning, compliance and investment management needs as well as audit, tax, valuation and accounting advisory services for their portfolio companies.

Services for Private Equity and Venture Capital Firms

Audit and Assurance Services

Tax Services

  • Fund and Related Entity Formation and Tax Structuring
  • Fund and Related Entity Tax Planning and Compliance
  • Tax Structuring for Acquisition and Post Acquisition Integration
  • Structuring of Tax Efficient Exit Strategies for Investors and Management
  • Partner Tax Planning and Compliance
  • Compensation and Benefit Planning for Management Team

Accounting and Other Advisory Services

  • Purchase Accounting
  • Complex Debt Arrangements
  • Stock Option Accounting
  • Equity Accounting
  • Waterfall Calculations
  • Talent Acquisition Services

Valuation Services

  • Portfolio Valuation (ASC 820)
  • Stock Option Valuation (IRC 409A / ASC 718)
  • Post Acquisition Purchase Price Allocation (ASC 805)   
  • Goodwill Impairment Testing (ASC 350)
  • Testing for Long-lived Assets (ASC 360)

Due Diligence Services

  • Financial Due Diligence (Quality of Earnings Analysis)
  • Income Tax Due Diligence
  • Sales Tax Due Diligence   
  • IT Due Diligence
  • Retirement Plan Due Diligence

Transaction Services

  • Deal Structure and Purchase Agreement Support
  • Recapitalizations
  • Deal Negotiations   
  • Working Capital Consideration
  • IRS Code 382 Election, Calculations and Support

Meet MFA's Private Equity and Venture Capital Practice Leaders

Like many of our clients, MFA's private equity and venture capital clients face increasingly complex financial issues and deserve direct access to our most experienced and knowledgeable people. The following MFA Practice Leaders form the basis of each engagement and are joined by an experienced team of managers and staff with relevant technical expertise, as well as prior and recent exposure to similar engagements for private equity and venture capital firms.

RELATED TEAM MEMBERS

Robert Busch Audit Partner (978) 557-5327
William Duratti Lead Partner – Valuation (978) 557-5305
Craig Eaton Lead Partner – Tax (978) 557-5360
William Andronico Lead Partner – Transaction Services (978) 557-5302

DOWNLOAD BROCHURE

Private Equity and Venture Capital Brochure

To learn more, download our Private Equity and Venture Capital brochure.

DOWNLOAD BROCHURE

FundAudit

To learn more, download our Fund Audits for Private Equity and Venture Capital Brochure.

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