Private Capital Solutions
PKF’s Private Capital Solutions practice comprises a team of specialists with a wealth of industry experience based in the major financial centres around the world.
By leveraging the PKF global network, we provide the best possible team for you, drawing on the skills of our 20,000 professionals operating in over 150 countries across our five regions. We have the reach of an international firm balanced with personalised and cost-efficient services.
Our Private Capital Solutions team delivers pragmatic solutions to clients operating in the private capital markets, including private equity, venture capital, private debt, real estate, hedge funds and infrastructure.
- Private Equity
- Venture Capital
- Real Estate
- Fund of Funds
- Private Foundation
- Pension Plans
- Family Offices
- Fund of Funds
- High Net Worth
- Banks / Capital Market
What we can offer you
We provide strategic and pragmatic advice to benefit your business, tailored to your needs, so that you can focus on what you do best – investing. Our services include:
- Audit and assurance
- Tax planning, compliance and structuring
- Valuation services
- Transaction advisory and due diligence
- M&A advice
- Investor reporting
- ESG reporting
- Governance, risk management and compliance
- Vendor management
- Technology solutions
- Cybersecurity, privacy and data protection
Case Study for a client
Our client’s need
This leading global investment professional services organization firm with a proven track record in regulated investment management solutions was expanding their operations in the United States, specifically in New York City.
Our client was seeking to work with a firm with international capabilities that could guide them through this new hurdle as they expanded their global footprint. The investment firm was looking for a “one-stop” solution provider at a non-Big Four price point.
The required services included: structural and tax advice & reporting (for both the new firm and its principals), bookkeeping services, and strategic CFO advice.
PKF solution and results
PKF invested the time to understand the clients’ needs and challenges. Having the ability to draw from our international network of PKF affiliated member firms, we were able to offer pragmatic solutions for their needs.
PKF has become their trusted valued business advisor providing the following services:
- Establishment of transfer pricing policies & procedures;
- Tax structuring and return services:
- Entity level tax returns;
- Establishment of “tax nexus” for foreign Principals;
- State and local tax consulting;
- Outsourced CFO & Bookkeeping services:
- Monthly financial statements;
- Bill pay;
- Payroll processing;
- Strategic oversight.
- Ad hoc consulting services as needed.