Andersen Global
Alternative
Investment Funds
Sophisticated solutions throughout the fund life cycle
Private Equity
Venture Capital
Real Estate
Hedge Funds
Fund of Funds
Distressed Assets
Who We Serve
Private Equity
Andersen professionals have extensive experience assisting private equity funds and their partners, and are fluent with the multiple aspects of private equity investing.
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Venture Capital
Our experience in the venture fund space allows us to consider the fund, general partner vehicle, management company vehicle, and advise on overall tax consequences efficiently and effectively.
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Real Estate
Our clients include individuals and entities in the real estate industry as well as those that own or occupy real estate. Our professionals have experience in the acquisition, operation, and disposition of real estate investments in a tax efficient manner.
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Hedge Funds
The complexity created by hedge funds can result in significant tax planning needs. Andersen specializes in independent, objective and practical advice needed for hedge funds and their principals.
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Fund of Funds
Andersen professionals have extensive experience assisting funds of funds and their partners with confidence in all aspects of multi-fund and asset investing.
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Distressed Assets
Andersen professionals have extensive experience assisting distressed asset funds and their partners with fluency in the complexity this type of fund requires.
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Independent & Sophisticated Solutions
Andersen applies integrated strategies for all stakeholders adding value and efficiencies beyond tax and financial reporting throughout the lifecycle of the fund.
As an independent advisory firm that is unaffiliated with auditing, Andersen is not restricted in its ability to provide a full range of tax and other related advisory services to funds.
Built for the Fund Space
Andersen does not perform attest services and does not issue financial opinions. We are free from today’s most scrutinized conflicts of interest, including audit, research, and bond-rating offerings. We have only our clients’ interests in mind.
Client Stories
Investment firm with
$35 Billion Capital Under Management
Services Provided
- Ongoing federal and state income tax compliance
- Valuation: estate and gift tax
- Valuation analysis related to an interest
- Tax consulting: state & local and dividend testing
- Individual and valuation work
Client Stories
$10 Billion Private Equity Fund, specializing in corporate debt securities, restructurings, distressed debt, and business turnarounds
Services Provided
- Ongoing federal and state income tax compliance
- Audit defense
- Management company compliance
- International tax consulting
- Entity structuring consulting
- State and local tax compliance
- M&A tax services
- Transfer pricing
- Outsourcing/fund administration
- Cost segregation studies
- Individual, valuation, and corporate work
Client Stories
Real Estate Company with Joint Venture Holdings & Real Estate funds.
Market Footprint:
8,000+ multi-family units
1.2M+ sq/ft of commercial property
Services Provided
- Ongoing federal and state income tax compliance
- Structuring of real estate fund
- Structuring of foreign inbound investments in real estate fund
- Executive compensation planning including 409A structuring
- 1031 Consulting
- Consulting and review of tax section of Fund PPM
- Consulting on structuring of JV deals
- Consulting and review of LLC agreements
- Modelling of waterfalls, allocations and cost segregations.
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