This year’s winner of the Best US Accounting Firm award goes to CohnReznick. The advisory, audit and tax firm helps private equity clients optimise deal, fund and portfolio company performance. “CohnReznick continues to look for new ways to help private equity firms create value. From helping firms plan for investment opportunities related to the US infrastructure bill to delivering strategic advisory solutions to portfolio companies, our goal is to be a trusted advisor through all stages of the investment life cycle,” said Jeremy Swan, CohnReznick Managing Principal – Financial Sponsors & Financial Services Industry. “On behalf of my entire team, I want

Lionpoint’s approach to technology and operations has enabled the firm to not just survive but thrive over the last year-plus. “Our firm has grown to over 140 consultants in seven offices across the globe, collaborating with each other so that the firm did not skip a beat,” says Jonathan Balkin, Co-Founder and Executive Director at Lionpoint.  In addition, becoming part of Alpha FMC has drastically increased Lionpoint’s breadth of services within ESG, benchmarking, data solutions and across public investments. Data critical to business management In recent months, data has been a critical asset that enables clients to better manage their

It’s an exciting time to be working with the private equity industry. While the events of the last 18 months have presented unexpected and unparalleled challenges, many private equity firms have proven to be adept at navigating these challenges and are well-positioned for the future. Whether it’s record-high fundraising numbers, new deals and partnerships, sustainability initiatives or diversity projects, there is a wealth of enthusiasm among private equity professionals to grow and improve this industry.  Diversity, equity and inclusion Our focus at Jensen Partners is on identifying and placing high-quality candidates at private equity firms around the world, and to

FIS Global, this year’s Best Portfolio Management Software Provider, has seen the pandemic act as a major driver in accelerating the move to digital, with clients expecting the firm to enable this.  “While it was a challenging time, we had the scale, technology and people needed to deliver that very rapidly,” says Paul Landi, Product Strategy, Digital Investment Analytics, at FIS. In adapting to these challenges, FIS has evolved to help clients in the longer term. Their workflow tools allow people to collaborate and communicate without being in the same room and provide a greater ability to track actions and

The Private Equity (PE) space faces the same risk of cyber-attacks as other industries, and firms have spent the last several years investing and making progress to protect themselves against continuously evolving cyber threats.  While they may have buttressed their own defences, PE managers now recognise that their portfolio companies are perhaps even more attractive targets for cyber breaches. Why? Because too often, these companies operate with far less focus on managing their holistic cyber risk than their PE owners, and lack the staff, knowledge, and access to premier solutions to ensure their cyber security.  Bad actors often begin with

Ben Harrison, Co-President of Financial Services at Intapp believes that DealCloud was chosen to win the Best Deal Origination Technology award because it is a single-source deal, relationship, and firm management platform that enables firms to power their deal-making process from strategy to origination to execution.  He says: “We offer fully configurable solutions purpose-built for the complex relationships and structures of capital markets firms, which in turn enables our clients to better source and originate deals. Our clients manage thousands of deals daily within the DealCloud platform.” Tools for deal origination Among its key services for clients, DealCloud offers tools

For UMB Fund Services, the past 18 months have been a lesson in adaptability, flexibility and commitment. According to Jill Calton, EVP, Executive Director Alternative Investments for UMB Fund Services: “We quickly adapted to a new working style in March of 2020, and over the course of a weekend, transitioned our entire workforce to remote work.”  

Setter Capital prides itself on being one of the world’s few independent secondary advisory firms, and during the gruelling pandemic year, the team rose to the challenge and doubled down on its core competencies. Setter increased both its execution team’s size and its research efforts to produce more insights for its clients.

According to Validus Risk Management, this year’s winner of best risk management service provider, the uncertainty and market volatility that resulted from Covid-19 over the past 12-18 months has highlighted the importance of a robust risk management framework. 

RFA has navigated the undoubted challenges of the last 12-18 months by helping clients to maintain work and deal flow.  “We have continued to work with clients to maintain and evolve our fully mobile working solutions – with clients mobility at the forefront alongside security, which requires a cloud-based network modelling, decentralised cyber security, behavioural analysis and of course centralised data in all senses of the word through to cloud-based automation and warehousing,” says George Ralph, Global Managing Director and CRO.  RFA works to bring a firm’s data together using data management tools, effectively harnessing all its vital information into