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Private Equity

Merger & Acquisition Support Services

 

Gray, Gray & Gray’s Private Equity practice group provides accounting, tax, due diligence and consulting services in support of merger & acquisition (M&A) activities. We work closely with private equity investors, investment bankers and attorneys to provide audit and assurance, tax planning, tax compliance and deal-specific accounting services for mergers & acquisitions of all types and sizes.    
 
A Full Scope of M&A Accounting and Tax Services
  • Choice of entity
  • Review of fund organizational documents
  • Year end audit
  • Preparation of tax returns and Schedule K-1s
  • Operating efficiency reviews
  • Deal structuring and M&A advisory
  • Quality of earnings reviews
  • Discounted cash flow preparation and analysis
  • Assistance with senior debt financing
  • Post acquisition financial and tax support services
  • Post acquisition tax planning and compliance for portfolio companies 
  • Fund Structure
  • Financial Statements
  • Tax planning and complaince
  • Valuation services
  • Due diligence services
  • Agreed upon procedure engagements focusing on particular areas of interest to the acquirer
  • Deal structure addressing both GAAP and tax related issues
  • Working cpital analysis
  • Budgeting and forecasting
  • Post acquisition audit services for portfolio companies
 
Success Stories
 

Gray, Gray & Gray has extensive experience in providing M&A support for attorneys, bankers and private investors. Among our most recent successes are:

  • Represented a client selling the stock in their business in a $70M transaction
  • Performed due diligence for multiple private equity firms for transactions ranging in size from $13M to $40M in revenue
  • Structured a tax efficient strategy for a company in order to save approximately $300,000 in state and local taxes upon the sale of their business
  • Teamed with M&A attorneys and other professionals to assist clients in negotiating transactions from both the buy and sell sides
  • Prepared potential sellers for future M&A transaction from both a financial and tax perspective
  • Worked closely with several leading Private Equity firms to assist in all aspects related to their portfolio company
 
The Right People Make the Difference
 
Gray, Gray & Gray’s Private Equity practice group is staffed by some of our most talented and perceptive individuals, with broad-based business experience to help you make the best decisions on mergers & acquisitions and other investments, including the in-depth analysis and insights into key trends that your current accountant may be missing.
 
Meet Our Team:
 
Partner
 
Tax Partner
 
Tax Transaction Specialist
 
Staff Accountant
 
Gray, Gray & Gray can deliver the full range of services for your private equity company, including the in-depth analysis and insights into key trends that your current accountant may be missing. Call us today at (781) 407-0300 or email Jim DeLeo at jdeleo@gggcpas.com.