Private Equity

Fueling Powerful Growth for Private Equity
and Institutional Investors

Create value throughout the entire investment lifecycle with our strategic, value-driven solutions for investors—private equity firms, venture capital firms, family offices, and foundations—and their portfolio companies. When time and resources are stretched thin, SC&H steps into the roles that allow your team to focus on high-impact activities. From preparing for capital fundraising and navigating transactions to executing strategy and managing stakeholder expectations, consider us your dedicated partner in driving transactional and operational success.

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Stretch Your Cash Flow Further

Gain outsourced accounting expertise and strategic CFO advisory at a fraction of the cost of an in-house hire for your operating companies. SC&H’s accounting experts use cloud-based solutions like Sage Intacct for accurate, timely reporting, offering vital insights into your investment portfolio’s business performance.

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Invest in New Opportunities Confidently

Assess risk and gain essential insights into an acquisition target’s financial performance with SC&H’s tailored audit and technology due diligence services. Our team guides you through the transaction process, ensuring a fair deal for both buyers and sellers.

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Drive Successful M&A Transactions

Negotiate favorable deals, optimize portfolio allocation, and gain a clear understanding of the potential return on your investments with accurate, efficient business valuations and QoE reporting. SC&H provides personalized reports that comply with reporting standards and arm you with knowledge for transactional success.

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Navigate Tax Regulations with Ease

Mitigate tax liability, maintain compliance, and ensure tax-efficient transactions for your firm and its portfolio companies with our strategic tax planning experts.

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Make Data-driven Decisions, Faster

Gain visibility into financial performance and improve cash flow management across your portfolio companies with centralized reporting and insightful dashboards on-demand for investors and stakeholders.

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Streamline Processes for Scalable Growth

Integrate acquired companies faster by implementing standardized processes, software, and systems. With the help of SC&H’s business and technology experts, simplifying your operations and making it easier to grow has never been so achievable.

Empowering Investors with Strategic Financial Expertise

Seamlessly integrate portfolio companies and navigate transactions confidently with SC&H’s comprehensive solutions tailored for investors:

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Affordable, Scalable Accounting Solutions

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Tailored Due Diligence Services

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Accurate, Efficient Business Valuations

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Strategic Tax Planning and Compliance

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Technology Advisory and Systems Integration

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Cybersecurity and IT Advisory

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Comprehensive Risk Management

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Audits, SOC Reporting, and Assurance

“With SC&H, we get all of the services and capabilities of a national firm at a local level, with a relationship that’s both important to them and to us.”

Andrew John

Calvert Street Partners

Creating Value Across Portfolio Companies

Unlock greater returns on your investments and ensure that your portfolio companies thrive with the support of our strategic outsourced solutions:

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Affordable, Scalable Accounting Solutions

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Streamlined Reporting & Data Analytics

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Outsourced IT Leadership

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ERP Implementation & Optimization

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Strategic CFO Advisory

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Operations & Business Process Improvement

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Debt Financing

Experience You Can Trust

With decades of experience helping institutional investors navigate successful transactions, our seasoned experts can guide you through complex financial landscapes, enhance operational efficiency, and maximize returns on investments every step of the way.

30

years of experience working with institutional investors

500+

private equity firms, venture capital firms, family offices, and foundations

1,800+

projects and transactions completed

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