Private Equity

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360° service that covers all the angles.

We understand that the private equity business exists in a high-pressure and competitive environment. Private equity clients are constantly juggling risk with opportunity, and a well-rounded, experienced team is critical to getting a deal across the finish line. Before, during, and after a transaction, MCM provides 360-degree analyses that examine each angle carefully.

Investing Stage Services

Financial due diligence

Trust MCM to provide your company due diligence through all our financial services. From valuation and internal auditing to compliance and appropriate regulatory practices, we’ll conduct due diligence procedures to target high-risk areas for your firm.

Tax due diligence

Prepare your private equity firm for an array of tax types through our expert Private Equity Services Team. We’ll identify relevant and applicable tax jurisdictions so your company files correctly and responsibly.

Tax structuring

Locate solution opportunities to lower your direct and indirect tax costs with the help of our Private Equity Services Team.

Risk management

Locate problem areas and manage risk through our Private Equity Services Team. MCM will structure your financial records in an easily accessible way to help you effectively mitigate risk.

IT assessments

Stay compliant and mitigate risk by taking advantage of our IT assessment services. We’ll carefully analyze the strengths and weaknesses of your IT systems to give your company constructive feedback.

Closing Stage Services

Purchase price adjustments

Come to the negotiating table fully prepared to get your private equity firm the best deal. MCM will productively help your company calculate the best possible options through a merger or acquisition.

Asset valuation

Discover the real value of your company’s assets through our team of certified valuation experts. MCM provides digestible, practical valuation materials from our litigation skills and analysis of facts and alternatives.

Integration consulting

Trust our integration consulting services to help you seamlessly transition into a new stage of your private equity firm’s life. MCM understands that merging is difficult, which is why our Private Equity Services Team is uniquely equipped to navigate these challenges.

Purchase price allocation

Move forward in the acquisition process confidently as MCM helps you allocate funds into the right channels to complete the purchase.

Opening balance audit sheet

Evaluate the precision and accuracy of your balance sheet through our auditing services. MCM’s Private Equity Services Team can clear up any financial errors in your bookkeeping from the beginning.

Tax compliance

Navigate tax compliance legislation through our comprehensive, prescriptive framework. We are intimately familiar with the penalties for breaking compliance regulations, and we’ll make sure you stay in the clear.

Growing Stage Services

Tax strategies and compliance

Trust our empirical, effective, and comprehensive approach to private equity audit and tax services. We’ll make sure you’re totally prepared for your next internal or external audit, and we’ll also get you ready for a smooth, seamless, and compliant tax season.

Financial statement audits

Prepare your financial statements carefully and proactively for your next internal or external audit with our Private Equity Services Team. We’ll review your previous financial statements to locate any problem areas so you can be in the best possible position to mitigate risk in the future.

International tax assistance

Demystify the complex tax issues surrounding global business ventures and international employment with the help of MCM’s Private Equity Services Team.

Strategic assessments and planning

Expand your business at the right time and in the right way with our strategic assessment and planning services. MCM’s team will home in and fully capitalize on available growth opportunities without compromising your exceptional customer service.

Acquisition advisory

Enhance your cost efficiencies, revenue, and market share acquisition advisory services. Through our integrated approach, we’ll offer comprehensive investment banking and consulting services designed to help you go forward with a seamless acquisition.

IT assessments and implementation

Stay compliant and mitigate risk by taking advantage of our IT assessment services. We’ll carefully analyze the strengths and weaknesses of your IT systems and implement the strongest possible network structure.

Employee benefit plans

Keep your private equity firm happy and afloat through our employee benefit plan and administration services. We have extensive experience working with both single- and multi-employer benefit plans, and we’ll provide a range of services from plan design and administration to the annual audit.

Exiting Stage Services

Sell-side due diligence

Trust MCM to provide your private equity firm due diligence through all our financial services. From valuation and internal auditing to compliant selling strategies, we’ll conduct due diligence procedures to target high-risk areas for your firm.

Exit advisory and planning

Secure the best exiting deal possible for your private equity firm. MCM’s Private Equity Services Team will fight for your organization’s best interests when you enter the selling process.

Tax structuring

Locate solution opportunities to lower your direct and indirect tax costs with the help of our Private Equity Services Team.

Wealth management

At Meritrust Wealth Management, we’re focused on you, your priorities, and your goals. Your working life, your retirement income, and your legacy are important to us.

Raise your private equity game.

Let’s talk business.

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