Understanding the financial and tax implications of private equity investment

Based in Los Angeles, Kevan leads the Deloitte Private practice for Risk & Financial Advisory and serves as Private Equity Leader for Deloitte Private. He also advises Private Equity and Technology & Media clients around industrial technology and adjacent investment themes. Kevan has more than 25 years of investment banking and financial advisory experience, assisting public and private entities throughout the acquisition, capital raising and sale or divestiture process. Kevan has led multi-functional teams in completing cross border transactions in Brazil, Canada, the Caribbean, China, EMEA, Japan, Mexico and the United Kingdom.

James has over twenty years of experience in public accounting serving operating partnerships and corporate clients across a wide range of industries, but primarily focused on private equity firms and their portfolio companies. James helps these clients achieve their goals of minimizing tax exposure and providing customized, concise feedback for their partners in a timely manner by managing the tax compliance process and assisting with all areas of tax planning. His experience includes consulting on federal and state tax strategies related to partnership acquisition and disposition transactions, liquidations and redemptions of partnerships and their partners, modeling and analyzing complex allocation provisions, mark to market accounting, unrelated business taxable income, foreign investment withholding, carried and preferred interest allocations and compensatory partnership interests.

Will is a Partner and serves as the US Capital Markets Transactions Leader and the Mergers, Acquisitions, and Restructuring Audit & Assurance Services Leader. In this role, he leads Accounting & Reporting Advisory (ARA) offerings related to companies seeking public capital or debt. He has extensive venture capital and private equity experience. His team has served hundreds of companies completing capital market transactions. The team focuses on helping companies meet their strategic goals and objectives in a dynamic market and ever-changing regulatory environment.