Private Equity

Weaver’s Private Equity practice group combines national-firm knowledge with a passion for client service to support your fund’s financial goals and strengthen your framework for sustainable growth. Our seamless multidisciplinary approach is designed to execute on the blocking and tackling at both the fund and portfolio company levels, freeing up your bandwidth to focus on maximizing returns.

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Success Story

Success Story: Navigating a Net Working Capital and Earn-out Dispute

Weaver’s transaction advisory team highlights a recent success guiding a client through a contentious net working capital and earn-out dispute.

Success Story

Success Story: Helping to Assess an Investment in a Fast-Casual Restaurant

Weaver’s Transaction Advisory Services team highlights a recent success story, guiding a client through an investment in a fast-casual restaurant.

Article

SEC Issues New Guidance on Rule 506(c) for Accredited Investor Verification

The SEC’s new guidance on Rule 506(c) allows accredited investors making high-minimum investments to verify their status through self-certification.

Article

State Withholding vs. Composite Filing: What’s the Difference?

Understand the key differences between state withholding and composite filing before making a decision for your fund's limited partners.

Podcast

Podcast: Navigating 2025: Essential Insights for Investment Advisers to Private Funds

Stay ahead of 2025 regulatory and tax changes affecting private fund advisers, including SEC priorities, the CTA and tax planning.

Executive Resource

Exit Considerations for Owners of Small and Medium-Sized Businesses

When a small to medium-sized business owner exits a company, the factors they need to ponder are varied and complex. Here’s an overview of those considerations.

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What Weaver's Private Equity Services Can Do for You

At Weaver, we understand the complexities of selecting the right private equity service provider. Our team of knowledgeable professionals is dedicated to delivering customized solutions that align with your unique needs and goals. We combine industry experience, strategic insights and a client-focused approach to provide you with the highest level of service — committed to helping you succeed and thrive in today’s dynamic marketplace.

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Portfolio Company Services

Weaver helps portfolio companies thrive at every stage.

Weaver is a trusted service provider for private equity firms, providing tailored audit, tax and advisory services to meet the unique needs of portfolio companies. With deep experience across many industries and an unyielding commitment to excellence, Weaver delivers valuable guidance to navigate complex financial transactions, ensure regulatory compliance and enhance the overall client experience. Weaver’s dedicated team works closely with private equity stakeholders to deliver customized solutions to the challenges private equity funds face every day.

The transaction lifecycle graphic

Pre-Acquisition

When you’re ready to start the transaction process, we can help with:

Quality of earnings/financial due diligence
Tax due diligence (domestic and cross-border)
Transaction structuring
Investigative due diligence
Open-source cyber study
Full access cyber study
IT compatibility assessment
Data analytics
Financial planning and analysis

Post-Close Transition

After your acquisition, we can continue to lend support with:

ASC 805 and Day 1 accounting
Accounting advisory
IT integration and business automation
Cybersecurity evaluation and implementation
Post-acquisition dispute resolution
Tax remediation and analysis (VDAs)
State nexus studies
Tax allocations and transaction cost analysis
Financial transformation
Equity incentive planning

Growth Cycle

Help maximize the potential of your holdings with:

CFO and CIO support
Accounting consolidations and board packages
Financial audits and audit assistance
Tax provision preparation
SOC examination
Organizational assessments
Enterprise risk management
Internal control assessment
Internal audit
Tax reporting and strategic structuring (domestic and cross-border)
Forensic accounting

Exit Services

When it’s time to enact your exit strategy, Weaver can assist with:

Fund Services

Make your fund operations seamless and your returns stronger.

With services that span assurance, tax and advisory, we navigate the complexities of the fund lifecycle from deal sourcing to managing the portfolio and realizing returns on investments. With our integrated and customized approach, your investment opportunities become catalysts for continued growth as we work to minimize risks and optimize performance.

Optimize your fund’s long-term performance and longevity:

Fund audit and tax compliance
Tax structuring
Asset management consulting
Valuation services
Quality of earnings
Portfolio company reporting automation
Investor return modeling, waterfall distributions and carry allocations

Client Success Story

Streamlined Processes to Support Growth.

Weaver began working with the Fund supporting financial reporting and compliance, and through the rapid growth period, the Fund turned to Weaver for the centralization and standardization of its investment strategies which included private equity, venture capital, private credit and impact investment. Weaver supported the development of the company’s governance models, policies and procedures, control structure, platform development and investment advisory compliance maturity assessment. With a shared commitment to excellence, Weaver’s team became integral in support of the management strategy of its $12.7 billion in capital.