Private Equity Groups

Windham Brannon supports private equity groups with expert services in such areas as structuring legal entities, establishing management companies, raising capital, and investing and planning tax-efficient strategies. In addition to our core group of professionals, who offer a wealth of special expertise in private equity, we provide added value through a network of private equity professional services firms.

We also support portfolio companies with specialized knowledge and a customized approach, addressing such complexities as purchase price accounting, revenue recognition, accounting for equity structures and transactions, Net Operating Loss (NOL) preservation through multiple equity raises, and accounting for start-up and development costs. Our process includes contract reviews, discussions with management, gaining an intimate understanding of your business' strategies and objectives, integrated audit and tax functions, and ultimately, providing feedback to management on appropriate accounting processes and policies. We work with portfolio companies to address issues that may affect private equity groups and their investors.

We also understand the importance of exit strategies. Our professionals will plan ahead to maximize the use of NOLs, ensure that accounting and reporting issues are properly addressed, and identify areas for operational and internal control improvement. When your exit strategy includes selling the company, we perform tax planning, guide management through the due diligence process, conduct talks on accounting matters with potential buyers and assist with financial negotiations.