Private Equity

Private Equity

Andersen specializes in independent, objective, and practical planning advice for successful private equity funds, their general partners, and portfolio companies. 

While private equity ownership can provide significant opportunities through venture, growth, distressed, and leveraged buy-out investments, the complexity created due to cash flow, valuation, distribution, diversification, and family transfers can result in significant tax planning needs. 

Andersen’s sophistication in supporting private equity funds through the entire lifecycle from launch through transaction advisory ensures integrated and innovative approaches for the funds, partners, and portfolio companies.

Our firm advises several of the largest private equity funds in the United States and addresses complex issues facing the industry including:

• Strategies for carried interest ownership, including analysis of prospective legislation.
• Diversification of wealth concentration.
• Post-diversification consulting.
• Qualified small business stock (QSBS) advisory.
• Management fee structuring.
• Distribution timing and execution.
• Tax structuring for international based funds making U.S. investments.
• Distribution analysis, timing, and execution.
• Portfolio company structuring.
• Planning for portfolio company executives.