Private Equity and Venture Capital

In today’s competitive marketplace, private equity firms are challenged to present a unique, sustainable approach which will lead to successful portfolio investments, firm growth and continued success in fundraising.

To meet these challenges, private equity firms are employing additional tactics beyond thoughtful investing and strong financial engineering skills. Increasingly, this involves operating partners or other strategic resources to actively assist in driving revenue and EBITDA growth of the portfolio companies.


FGMK employs an integrated service approach to leveraging our private equity experience to provide timely identification and resolution of common issues encountered throughout the transaction and portfolio company life cycles, as well as issues unique to the private equity funds and their principals.


FGMK’s professionals advise private equity firms that invest directly and in funds, as well as venture capital firms that provide start-up funding, growth capital, and/or mezzanine financing. Our services include:

EXIT PLANNING SERVICES

  • Tax structuring for investors and management

FUND LEVEL

  • Audit and tax compliance
  • Formation and tax structuring
  • Portfolio valuation

TRANSACTION ADVISORY

  • Integrated due diligence including financial, tax, IT, and operations diligence
  • Purchase price allocation
  • Tax structuring for acquisition and post-acquisition integration
  • Valuation services


FGMK’s professionals advise private equity firms that invest directly and in funds, as well as venture capital firms that provide start-up funding, growth capital and/or mezzanine financing. FGMK’s Entrepreneurial Services Group provides strategic business, accounting and tax services.

Seth Palatnik

312.818.4310

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Supporting investors and the companies they build.

We provide accounting, tax, and advisory services to private equity and venture capital firms as well as the portfolio companies they support.