Private Equity & Venture Capital

CFGI is here to help navigate the intricate landscape of deal teams and maximize the success of your investments. We understand the unique challenges faced by deal teams, from investigating potential investments to overseeing them post-deal closure. Our commitment is to empower your team at every stage of the investment process through our comprehensive suite of services.

Financial Due Diligence:

In the dynamic world of deals, assumptions need verification. Our Financial Due Diligence services offer peace of mind to corporate acquirers and financial sponsors. By meticulously analyzing and validating financial, commercial, operational, and strategic assumptions, we help you critically assess key opportunities, confirm deal assumptions, and ensure a seamless process without pitfalls.

Tax Due Diligence:

Navigating tax complexities is crucial. Our M&A tax services identify exposures, advise on efficient structures, and provide expert guidance on SPA/APA matters, optimizing transactions for efficiency.

Operational Due Diligence:

Tailored to private equity firms, our services seamlessly integrate portfolio companies, generating value throughout the investment life cycle. Our team, with technical expertise, bridges the gap between strategy and execution.

Finance Department Assessment:

At CFGI, we’re invested in your transaction success. Our assessment includes meticulous due diligence, analysis, and validation, ensuring your transformative business transactions proceed smoothly.

Partner with CFGI to experience a collaborative approach, where our expertise aligns seamlessly with your goals. Learn more about how CFGI can support your portfolio companies through our broad suite of solutions.

CFGI tailors our services to private equity-owned companies, supporting financial complexities, business transformation, and exit preparation. Post-transaction, we seamlessly extend our support for the critical first 100 days, including:

General Support:
Comprehensive assistance in day-to-day financial operations and strategic decision-making, providing a solid financial backbone.

Exit Preparation:
Leveraging our experience to guide and assist in meticulous preparation for a seamless and profitable exit strategy.

Finance and Business Transformation:
Bringing expertise to support initiatives that drive growth, efficiency, and sustainable success in the ever-evolving business landscape.

Choose CFGI as your trusted partner in navigating dynamic challenges. Our tailored services and passionate expert team ensure your portfolio companies flourish in today’s competitive environment.

In addition to serving PE deal teams and portfolio companies, CFGI has a dedicated practice addressing the unique challenges faced by the office of the GP of private equity firms. We understand the intricacies of fund administration and fund accounting within the finance departments of PE firms, and we provide targeted solutions to address these specific needs.

Fund & GP Accounting:

CFGI’s talented group of accountants can handle all aspects of accounting required by large fund complexes. This includes allocations of cost, expenses borne by the funds in the GPs, and supporting fund audits.

Fund Administration:

CFGI offers a solution specifically tailored to the needs of private equity fund managers. This includes entity set-up and registration, regulatory and other filings, and compiling and delivering investor reports.

Partnership Taxation:

CFGI’s tax services group offers expertise in many of the tax complications facing private equity funds. This includes determining tax nexus, partnership and flow-through taxation, and compliance/reporting.