Private Equity Owned Investments

Private Equity Owned Investments

Although every deal is different, the life cycle for most private equity investments follows a similar path: invest and acquire, build, manage, enhance, and exit. Andersen advisors have deep knowledge and skillsets to support each phase and transition for the company, executives, and investors. 

As an independent firm, free from conflict, Andersen is not restricted in offering advice in the best interest of all stakeholders.

Our clients span all types of industries including retail, manufacturing, technology, healthcare, and transportation. They choose us to provide best-in-class service because our approach is designed to create solutions for today and a perspective on their future roadmap for success. We have extensive regional presence supported by experienced professionals that gives businesses the transparency and flexibility to address a full range of local, regional, and global tax, valuation, and transaction advisory needs.

Our advisors work with clients through a variety of complex issues including:

• Temporary staffing for immediate bill payment, payroll, general ledger and financial reporting in addition to assisting with cash management functions, budgeting, forecasting, and support in preparation for external audit.
• Evaluating commercial or in-house software used for tax-return preparation, knowledge sharing, tax research, and tax planning/analysis.
• Valuation of preferred stock, debt instruments, options, warrants, and embedded derivatives.
• Purchase price allocation of acquisitions involving intangible assets, personal property, and real estate in multiple states.