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Accounting advisory

Private equity services

Accounting, reporting, valuation, and finance-function support for sponsors and portfolio companies across acquisition, first 100 days, growth, integration, and exit.

Deliverables

  • Acquisition accounting and opening balance sheet support
  • First 100 days reporting and KPI packages
  • Portfolio-company controllership and reporting support
  • Audit readiness, carve-out financials, and bank reporting
  • Sale, IPO, SOX, and data-room readiness

Relevant frameworks

  • ASC 805, 606, 718, 842, and 350
  • IFRS 3, IFRS 15, and IFRS 16 equivalents
  • GAAP and IFRS reporting frameworks
  • SOX 404 and SEC readiness considerations

When CFOs call us

  • New platform or bolt-on acquisition
  • First 100 days post-close
  • Portfolio reporting bandwidth constraint
  • Sale, IPO, or lender readiness

Private equity services

We work alongside sponsors, portfolio-company management teams, and finance leaders to solve accounting and reporting challenges that arise throughout the fund and portfolio company lifecycle. Rivers & Moorehead gives deal teams access to senior-level accounting, reporting, controllership, and valuation talent without adding permanent headcount before the need is clear.

Our professionals draw on proven processes and reduce the human-resource risk that comes with each new portfolio company. Our outcomes are clean, accurate, and timely: better financial reporting, faster audit cycles, stronger internal decision-making, smoother transaction execution, and fewer surprises during lender, auditor, board, or buyer review.

Acquisition and first 100 days

  • Purchase accounting, opening balance sheet walk-across, and ASC 805 support
  • Cash-to-accrual adjustments, process and system integration, and post-close reporting packages
  • KPI and financial dashboard development for board, lender, and sponsor reporting
  • Working capital adjustments, valuation of intangible assets, equity compensation, and earn-outs

Growth and performance enhancement

  • Audit readiness, bolt-on acquisition support, carve-out financial statements, and bank reporting
  • Critical finance-function support for corporate controller, CAO, and financial reporting director roles
  • System implementation support, process improvement, ad hoc projects, and internal control evaluation

Sale, IPO, and readiness

  • IPO readiness, SOX internal control readiness, and data room preparation
  • Transaction-specific financial reporting for CIMs, S-1 filings, and public-company reporting needs
  • Valuation services for purchase accounting, equity compensation, rollover equity, and impairment matters
Related client work

Representative case studies.

Valuation — ASC 805 / ASC 718

SimonMed Imaging

Diagnostic Imaging PE-Backed

R&M serves as SimonMed's outsourced technical accounting team across recurring technical accounting, valuation, lease accounting, and financial-reporting matters. Work spans ASC 805 purchase accounting for serial acquisitions, ASC 842 lease implementation across the imaging-center footprint, ASC 718 profit-interest-unit support, and ASC 470 debt analysis tied to refinancings. R&M prepares valuation analyses, supporting models, and written deliverables for management and external-auditor review.

View case
Serial Acquisitions

GPS Insight

Fleet Management Technology PE-Backed

R&M prepared ASC 805 purchase accounting for multiple GPS Insight acquisitions, ASC 606 revenue recognition and COGS analyses, goodwill reporting-unit determination, and annual financial-statement preparation.

View case
ASC 805 Purchase Accounting

Goettl Air Conditioning

Residential HVAC Services PE-Backed

R&M prepared ASC 805 purchase accounting memos for tuck-in acquisitions and authored ASC 842 lease modification analyses addressing reassessments, terminations, and extensions across the service-territory facility portfolio.

View case
ASC 805 Buy-and-Build

AIMS Companies

Industrial Services Platform PE-Backed

R&M provides full-scope financial-statement preparation including balance sheet, income statement, equity, cash flows, U.S. GAAP footnote disclosures, ASC 805 purchase accounting for buy-and-build acquisitions, ASC 842 lease implementation across a broad lease portfolio, PIU expense calculations, and debt analyses.

View case
FAQ

Common questions.

What does Private equity services include?

The scope is tailored to the matter. Common deliverables include acquisition accounting and opening balance sheet support, first 100 days reporting and KPI packages, portfolio-company controllership and reporting support, audit readiness, carve-out financials, and bank reporting, and sale, IPO, SOX, and data-room readiness.

When should a finance team call Rivers & Moorehead for Private equity services?

Teams typically reach out when they need support with new platform or bolt-on acquisition, first 100 days post-close, portfolio reporting bandwidth constraint, and sale, IPO, or lender readiness.

What standards or frameworks does this work consider?

Depending on the facts, the work may consider ASC 805, 606, 718, 842, and 350, IFRS 3, IFRS 15, and IFRS 16 equivalents, GAAP and IFRS reporting frameworks, and SOX 404 and SEC readiness considerations.

Does Rivers & Moorehead provide audit or tax services?

No. Rivers & Moorehead is not a certified public accounting firm and does not provide attest, audit, review, compilation, or tax services. The firm works alongside management and external advisors on accounting advisory and valuation consulting matters.

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Ready to scope private equity services support?

We respond within the business day. The first conversation is always with a partner — not a BD team.

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