Private Equity

Private equity investors turn investment opportunities into catalysts for growth. Whether you have a private equity firm or manage a closed-end fund, a successful private equity transaction means finding the right deal valued at fair pricing to offer the best return for limited partners (LPs). 

At Weaver, we’re dedicated to helping private equity firms, funds and LPs realize significant value from each transaction. Whether that’s providing critical deal findings in a time-sensitive environment, improving the accounting and operations for the portfolio companies, completing Level 1, 2 or 3 valuations, handling the audit and financial reporting, or advising on tax efficiencies, we customize our scope and approach to meet your needs for the fund, portfolio company and general partner.

Working with over 3,000 private equity firms and funds, Weaver focuses extensively in several core industries common to deal activity:

• Cloud service providers and SaaS companies
• Energy transition and renewables 
• Traditional oil and gas
• Financial services
• Health care
• Hospitality and entertainment
• Manufacturing and distribution, including supply chain and logistics
• Real estate
• Technology
• Asset management consulting

We deliver senior-level service, high-quality results and unparalleled value to our clients.

Our private equity offerings include:

Assurance

• Financial statement audits for funds and management companies
• Agreed-upon procedures
• SOC reporting

Tax

• Tax structuring
• Federal and state tax compliance
• State and local tax services
• International tax services
• Personal tax planning for entrepreneurs, private equity investors and individuals

Advisory

• Advisory and strategic consulting
• AML compliance
• Business process improvement
• CFO advisory and bookkeeping for portfolio companies
• CIO & IT advisory
• Cybersecurity services
• Dispute advisory
• Due diligence for merger and acquisition transactions
• ESG reporting and assurance
• IPO readiness and SPAC readiness
• M&A deals and transaction advisory
• Valuation
• Forensics and litigation