Private Capital

  • SEC Proposes Significant Changes for Private Funds

    Author: Johnny Minassian In a series of proposed rules released during the first quarter of 2022 so far, the Securities and Exchange Commission (SEC) has taken steps towards expanded disclosures and regulatory requirements impacting private fund advisers and the funds they manage.  The proposed rules touch upon several aspects of operations, reporting, and compliance of […]

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  • CLA provides solutions at every stage of the Investment Life Cycle

    Whether you’re a Private Equity (PE) firm, family office managing portfolio companies, a PE-owned company needing more time to focus on business goals or an entrepreneurial business owner searching for a buyer, the objective is the same — increasing value efficiently. With heightened competitiveness in the marketplace, it’s more vital than ever to develop a […]

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  • Lessons from March Madness – Winning with DEI in Private Equity

    Oh boy…March Madness 2022. Finally, a bit of normalcy for this year’s Women’s and Men’s tournament. It was great connecting with co-workers and clients to talk about the games. This year, more than other years I found myself reflecting on the lessons of March Madness. Coming into the final four weekend, I ask, what was […]

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    2022 Private Equity Outlook as of First Quarter

    As we moved into 2022, who could have predicted some of the head winds we are currently facing with inflation, interest rates, war in Ukraine and COVID. PE firms are facing a much different operating environment at the end of the first quarter of 2022. An imminent rise in interest rates, the impact of inflationary […]

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  • Navigating a high inflationary environment

    Author: Bobby Dormanesh After decades of falling interest rates and increasing multiples, fund managers need to remain diligent in today’s increasing rate and inflationary environment. Whether inflation is here to stay or not, fund managers are having to consider the potential flattening out of valuations and costing changes impacting their portfolio companies. How does increasing […]

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  • International Women’s Day 2022 – Women in Private Equity

    We are proud to support International Women’s Day at CLA, championing women of all backgrounds to innovate, lead and uplift others towards a more equal and inclusive workplace. This is a time to reflect on where we are on the journey to equality and inclusion for all genders. As an industry, women have been underrepresented […]

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  • Cyberattacks and hacks, what to do?

    Contributed by David Sun – Cybersecurity Principal As Russia’s tanks rolled into Ukraine and its missiles struck targets across the country, its hackers launched waves of cyberattacks. For most Americans we can’t imagine the cost of cyberwarfare, and while we may think about our water systems, electric grid and utility systems as being at high risk, we […]

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  • Unleash the Power, the Power of Digital

    Data and Automation for 2022 by Michael Pelletier As was touched on in the recent “Year in Review and 2022 Insights” post, the challenges to continued growth in the Private Equity and Venture Capital (PEVC) space are being exacerbated by hiring challenges and an increasingly distributed workforce.  When working with our clients we typically evaluate […]

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  • IRS Makes Important Clarifications for Schedules K-2 and K-3 Reporting

    Last month, the Treasury and the IRS provided clarifying language for Schedules K-2, Distributive Share Items – International, and K-3, Share of Income, Deductions, Credits, etc. – International. If you recall from our blog post from October, Schedules K-2 and K-3 are new for the 2021 tax year and are intended to replace, supplement, and […]

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  • Private Equity Workforce Challenges

    Now, that you made the bet, made the investment, what is next? Of course, build, grow the value and make an impact. In order to execute, you need people. Prior to the COVID-19 pandemic, when investors were asked about their biggest concerns, more often than not the top answer was “people.” Finding talented, loyal employees […]

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