Private Equity

Throughout the private equity landscape, there are pivotal moments where the stakes could not be higher. As you navigate the complexities of business, every decision matters. We understand each stage along the way — the launching of a fund, searching for strategic investment, maximizing opportunity, building enterprise value, developing an exit strategy and returning capital to investors. With our integrated and customized approach, your investment opportunities become catalysts for continued growth as we work to minimize risks and optimize performance.

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Insights & Resources

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State Compliance Considerations for Investment Funds

Investment funds face complex state compliance challenges, including withholding obligations, pass-through taxes and multistate filing requirements.

Article

Will Lithium Disrupt the Oil Industry?

With an increasing demand for lithium across the energy sector, oilfields may find a common biproduct may hold the key to future growth.

Article

Considerations for Investment Fund Managers When Using Blocker Entities

Blocker entities can help fund managers attract tax-exempt and non-U.S. investors, preserve tax profiles and navigate financial and tax reporting.

Ext. Publication

The Digital Transformation of Private Equity

Weaver partners Morgan Page and Trey Hunt recently answered questions on the impact digital transformation and AI are having on private equity in PitchBook's Q3 2024 U.S. Private Equity Breakdown.

Ext. Publication

What Citgo’s Auction Means for Hundreds of Houston Employees

The Houston Chronicle talked with Weaver's Mike Collier for his point of view on Amber Energy's winning bid for Houston-based oil refining company, Citgo.

Article

Portfolio Expenses – Are They Deductible or Not?

Understand how the TCJA’s suspension of miscellaneous deductions impacts the deductibility of portfolio expenses for fund managers and investors.

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Why Weaver?

We are not just consultants, we are here to share in your success, working to unlock the full potential of your investment. Our private equity practice group combines national firm knowledge with comprehensive capabilities to deliver value that not only reaches the fund’s financial goals but also strengthens your framework for sustainable growth. Every step of the way, from the initial transaction through peak growth stages, we make it our mission to support your goals and exceed expectations.

Leveraging cutting-edge automation technologies, we enhance efficiency and accuracy across all facets of financial compliance, empowering your fund with the agility and foresight to capitalize on opportunities while mitigating potential risks.

Fund Audit and Tax Compliance
Tax Structuring
Asset Management Consulting
Investment Adviser Compliance
Portfolio Company Reporting Automation
Investor Return Modeling, Waterfall Distributions and Carry Allocations

Fund Services: Cornerstones for Success

Our services span assurance, tax and advisory, and we navigate the complexities of the funding lifecycle from deal sourcing to managing the portfolio and harvesting the investment.

Fund Services

Pre-Acquisition Services
Post-Close Transition Services
Growth Cycle Services
Exit Services

Pre-Acquisition Services

Investigative Due Diligence
Open-Source Cyber Study
Full Access Cyber Study
IT Compatibility Assessment
Data Analytics
Financial Planning and Analysis
Quality of Earnings/Financial Due Diligence
Tax Due Diligence (Domestic and Cross-Border)
Transaction Structuring
Fraud & Anti-Bribery
Risk Assessment

Post-Close Transition Services

IT Integration & Business Automation
Cybersecurity Evaluation & Implementation
ASC 805 & Day 1 Accounting
Post-Acquisition Dispute Resolution
Tax Remediation & Analysis (VDAs)
State Nexus Studies
Tax Allocations and Transaction Cost Analysis
Financial Transformation
Accounting Advisory
IT Integration

Growth Cycle Services

During the fund investment stage, Weaver supports portfolio companies with accounting and fractional CFO services providing compliance and strategic guidance.

Exit Services

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.