Private Funds Advisory
We serve a client base that includes many of the world’s leading hedge fund and private equity firms and their investors.
BRG provides a range of services for the alternative asset management industry. We provide operational, transactional, fiduciary, and compliance solutions and advice for funds, their managers, investors, and regulators.
Servicing the general partner and investor community, we provide valuations for portfolio assets, complex securities, and opinions in support of transactions and disputes.
We are experienced, independent investment management fiduciaries and advisors. Our professionals serve as advisors, fund managers, and fiduciaries in fund transition and tail end situations.
BRG helps investors acquire and improve portfolio assets. Beginning at the M&A assessment and asset capitalization stage, our emphasis is on portfolio company value enhancement. Our services include pre- and post-acquisition advisory and execution services.
Our multidisciplinary investigative teams gather critical intelligence for prospective investors and asset owners. Skilled at providing corporate compliance, fraud, and third party diligence services, our experts investigate unusual activities.
BRG provides specialized compliance advice for areas of high risk: valuation, investor and regulatory reporting, anti-money laundering, fund transition, and stress-testing compliance.
Working with both the fund manager and the portfolio company, BRG’s cyber security and investigative teams provide cyber risk assessments, post-incident response, and remediation services.
BRG provides a range of tailored services to support funds and their managers’ reports to investors. We work with managers and investors to develop specific solutions to manage and implement best practices in reporting.
BRG is a recognized leader in restructuring. We advise GPs and LPs on fund restructurings as well as the restructuring of portfolio assets.
BRG has significant experience in dealing with financial disputes among various fund constituents, such as investors, GPs, and portfolio companies and related parties.
BRG provides fund managers with a range of services to address on-off and ongoing business, finance, and operational critical needs.
News & Insights
Seminars & Speaking Engagements
- April 23-26, 2017
- December 13, 2016
- September 29, 2016
- August 4, 2016
- February 29-March 2, 2016
News & Commentary
- May 11, 2017
- April 28, 2017
- June 1, 2016
- December 15, 2015
- December 15, 2015
- Fund Transparency Advisory
BRG’s Fund Transparency Advisory group works with managers and investors to develop specific solutions to manage the needs of regulators, investors, and auditors. We offer a comprehensive look at investor reporting from contractual, financial, and technology perspectives.
- Due Diligence & Investigations
Experienced in the courtroom and the server room, domestically and around the world, BRG forensics experts have been engaged in hundreds of investigations and due diligence reviews. Our team incorporates a multidisciplinary approach in the prevention and detection of fraud and misconduct.
- Compliance & Risk Management
BRG provides specialized compliance advice for areas of high risk: valuation, investor and regulatory reporting, anti-money laundering, fund transition, and stress testing compliance.
- Private Funds Valuation
Our Private Funds Valuation group works with clients in the alternative investment industry, including LPs, GPs, and portfolio companies. We assist clients with addressing valuation challenges, complying with the latest fair value reporting requirements, and preparing for SEC examinations.
- Fund Restructuring & Corporate Recovery
BRG advises GPs and LPs on all aspects of fund restructurings. Our professionals have deep experience, as principals and as advisors, acquiring, exiting, and restructuring fund assets across most asset types and industries.
- Forensic Accounting & Dispute Resolution
We have significant experience in dealing with disputes among various fund parties, such as investors, GPs, and portfolio companies. BRG has been instrumental in resolving hundreds of disputes by providing independent sworn testimonies in federal and state courts, arbitration, and deposition; including having served in the capacity of court-appointed neutral experts.
- Fund Business Services
BRG provides a range of business and finance services to support the fund and manager organization. We work with managers to provide solutions that address one-off and on-going business critical needs. Our business services team is deeply experienced in the performance of financial, operational, compliance/regulatory and fiduciary roles for funds.
- Fund Cyber Security & Investigations
Combining technical expertise, deep investigative experience and a comprehensive approach, BRG’s full range of services – from data security strategy and consulting to incident response, investigations and post-crisis support–ensures that clients are prepared to tackle the full spectrum of cyber challenges.
- Fund Management & Fiduciary Services
BRG professionals have served as fund management and fiduciaries in a variety of fund transition situations, providing substantial recoveries and transparency to investors. We work closely with general partners, fund directors, and investors to ensure appropriate and timely execution of the selected strategy for the wind down management of the fund.
- Key Team Members