Private Equity

Louis Plung & Company acts as a strategic advisor to Private Equity firms and their portfolio companies of all sizes.  Through our experience advising both Private Equity firms and portfolio companies on a range of issues, we have a detailed understanding of the needs of the Managing Partners as well as their investors. We provide audit, tax, consulting, transaction advisory, and other comprehensive services to Private Equity firms and their portfolio companies across the United States.  
 
With a wealth of experience in the Private Equity industry we understand the deal environment and are able to identify issues and help to ensure an efficient and effective close on the portfolio investments.  Our typical engagements allow us to see portfolio investments throughout their life cycle from the initial purchase and related due diligence, to being retained as the portfolio company auditor and tax accountant throughout the life of the investment, to the eventual harvest of the investment. 
 
Beyond the traditional audit and tax services for private equity firms and their portfolio companies we provide:
 
  • Buy and sell side due diligence
  • Audit of “opening balances” 
  • Tax modeling and structuring services
  • Internal controls and operations due diligence
  • Quality of earnings reports
  • Valuations
  • Carried interest waterfall calculations

 

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Lindsay Andrews, CPA
Lindsay Andrews, CPA
Partner
Richard Fischer, CPA, CGMA
Richard Fischer, CPA, CGMA
Partner
Catherine Marchelletta, CPA, MST
Catherine Marchelletta, CPA, MST
Partner
Tony Montanaro, CPA/ABV, CFE
Tony Montanaro, CPA/ABV, CFE
Senior Manager
Louis Plung, CPA
Louis Plung, CPA
Managing Partner
Kevin Wilkes, J.D.
Kevin Wilkes, J.D.
Associate Principal

We want to hear from you.

Our industry specialists are equipped with the breadth and depth of knowledge to assist your business needs. We look forward to your questions and comments.
BKR
BKR
CFMA
CFMA
NAIOP
NAIOP
PVCA
PVCA
AICPA
AICPA
PICPA
PICPA