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Financial services firms operate in complex, heavily regulated, and rapidly evolving industries. To help you meet challenges and take advantage of opportunities, Eisner has led the way in establishing and building a highly trained and dedicated Financial Services Industry Group. Our professionals have experience and expertise in the intricacies of the regulatory and tax environment, the valuation of complex financial instruments and the challenges of maintaining strong accounting and investment controls. In addition, Eisner's decades-long service record to the financial services industry gives us an understanding of the problems you face on a daily basis, as well as the ability to provide practical solutions.
From full audit and tax services to special projects and services, we are dedicated to understanding your professional service requirements and concerns, then providing you with the resources and hands-on partner-level expertise that you need, want, and expect. As an Eisner client, you'll work with dedicated partners and staff members who have extensive and specific experience in your industry. The goal: To help you to reach your next level of success.
Our clients include investment partnerships, venture capital funds, leveraged buyout funds, registered broker-dealers, investment advisors, regulated investment companies, commercial and consumer lenders and mortgage bankers. Our expertise in financial services and our commitment to unparalleled service may best be understood by our client list. Although Eisner is considered to be a middle-market regional firm, our Financial Services Group has more than 500 clients, and serves approximately 600 hedge funds.
Eisner offers audit, tax and a broad range of advisory services, including strategic planning, regulatory, mergers and acquisitions, and risk management services in the following areas:
Hedge Funds
Services are provided to start-up and established hedge funds, including fund of funds, multi-strategy funds, PIPES, and master/feeder structures. We also provide compliance services to offshore funds through our Eisner Cayman office.
Private Equity Funds
We help you to identify all of the accounting, tax and business issues that underlie the economics of venture capital and leveraged buyout funds as well as offshore funds and SBICs. As such, Eisner is known for its ability to structure a newly formed private equity fund, especially in ascertaining the ideal distribution and allocation models. Our private equity fund clients range in size from $25 million to $4 billion.
Broker-Dealers
Our Group is well versed in the accounting, regulatory and systems issues particular to the industry, and has a strong background in operational areas, net capital optimization and customer reserve requirements.
Registered Investment Advisors
Our Group provides audit, tax, regulatory compliance, and portfolio management services. Key specialties include custodianship issues, new issues, trading allocations, investment accounts, and performance reporting.
Mutual Funds
To help registered advisors start up and manage successful open and closed funds, Eisner provides assistance in choosing a fund structure and implementing fund operations and regulatory compliance requirements.
From SEC regulations to partnership-related issues and international taxation, our Financial Services Industry Group provides the diverse skills and capabilities you need as you strive to maximize profitability, minimize risk, control operating costs, and meet your evolving business objectives.
Please view our brochures to learn more:
Financial Services Industry Group
Financial Services to Hedge Funds
Private Equity Group
Services To Your Portfolio Companies
Eisner is a proud supporter of
Hedge Funds Care
