private equity

we do a great deal

there when it counts With one simple point of contact, you have access to a breadth of services and numerous advantages.

Privateequitygroupsdemandahighlevelofservice.DHGoffersadedicatedgroupofprofessionalsacrossmultipleservicelinestoprovideprivateequitygroupsandtheirportfoliocompaniesafullarrayofservicestomeettheirdemandingneedsinachallengingmarket.

Thereisnolongeraneedtosegregatetheservicesyourequirefromprovidertoproviderorprofessionaltoprofessional.Ourcollaborativeapproachallowsustoofferyouallofourservicesinoneplace.Weareheretoserveyou–whateveryourneeds.

private equity

Our teamofprofessionalswork tofindsolutions tomeet theneedsof theprivateequitygroupand theirrespectiveportfoliocompanies.AtDHG,wearecommitted tohelpingprivateequitygroups increase thevalueoftheinvestmentafterthecompletionofatransaction.

Ourdedicatedprofessionalsnavigatecomplicatedtransactionswithafocusonthemiddlemarketinavarietyofindustries.Weutilizeseniorlevelprofessionalswithsignificantpartnerinvolvementtoprovideclientswithunparalleledservice.

Assurance | Tax | Advisory|dhgllp.com

Fund y Fund Formation y Tax Planning and Structuring y Audit of Fund y Valuation Services

Portfolio Company y Annual Audit y Tax Planning and Compliance y IT Audits and Assessments y Valuation Services

Transaction Advisory y Financial/Accounting Due Diligence y Tax Due Diligence y IT Due Diligence y Operations & Human Resources Due Diligence

Exit Strategy y Sell-Side Due Diligence y Initial Public Offering y Tax Structuring y Carve-Out Assistance

Industry Focus

Our dedicated industry groups offer subject-matter experience and comprehensive solutions that go farbeyondtraditionalaccountingservices.• Agribusiness• BusinessServices• Construction• Dealerships• Education• Energy

• FinancialServices• GovernmentContracting• Healthcare• Hospitality&Restaurants• Insurance• Manufacturing&Distribution

• ProfessionalServices• RealEstate• Retail• Technology&LifeSciences• Transportation&Logistics

helping the middle market expand through strategic collaboration Middle market companies across numerous industries face complicated market transactions.

Themiddlemarketservesasaprimeinvestmentarenaforprivateequitygroups.DHGleveragesextensiveknowledgeaboutandpresencewithinthemiddlemarket,providingaresourceful,one-stopsolutionatanystageofthedeallifecycleforprivateequitygroups,portfoliocompaniesandcompaniesthatmaybeacquiredor sold.We integrateournational industry sectors tobringexperience, insightand tangible value to themiddlemarketandPrivateEquityindustryasawhole.

EXPERIENCE

INSIGHT

VALUE

helping your business succeed and grow,

that’s our passion

The DHG Partnership

Team Continuity

• Clientserviceteamsfosterrelationshipsbuildingadeeperunderstandingofyourbusiness

• Continuitybringsyouthemostvalueatafairandcompetitiveprice

• Cross-functionalteams

Quality Commitment

• Accessibilitytoourtopindustryandtechnicalresources

• Involvementofsubjectmatterprofessionals

• Tailored,customizedapproach• IndependentQualityAssurance

Communication

• Timelyandcandidcommunication• Pro-activeandcontinuousdialogueensureseffectiveandvaluablestrategicassistanceforevolvingfinancialissues

• Properplanning,schedulingandstatusreportingwithnosurprises

Credentials

• Multipleserviceofferings• 80yearhistory• Specializedindustryknowledge• Businessknowledgeandexperience• Partnerwithyoutoprovidesolutionsforyourfinancialsuccess

We are passionate about helping our clients succeed — and we do so through a resourceful approach to solving problems, providing solutions and helping our clients achieve their goals.

DHG offers audit, tax and advisory services designed for every stage of a company’s lifecycle. Our professionals have extensive experience working with clients in various industries to build, manage and protect their wealth. Our integrated approach means our professionals develop a comprehensive understanding of your company’s needs and how they evolve over time as the business grows.

PORTFOLIO COMPANY

Start Up Strategy Growth Sustainability

Core accounting services and integrated consulting approach

• Assurance • Tax• Advisory

• Business Planning• Mergers & Acquisitions

• Succession & Exit Strategies• Wealth Management

ASSURANCE SERVICES

• Audits, Reviews & Compilations

• Financial Statement Audits

• Employee Benefit Plan Audits

• Budgets, Forecasts & Projections

• Statutory Financial Audits

• Identify and Document internal controls relating to key risks

ASSURANCE ADVISORY

• Finance and Accounting Co-Sourcing

» Financial reporting assistance

» Finance-related project assistance (benchmarking)

• Accounting Standards Implementation

» Technical accounting assistance

• Assurance

» Reg. S-X, Rule 3-05 historical audits

» Pro-forma financial statements

» Compliance audits

» Business combination assistance

TAX CONSULTING & COMPLIANCE

• Federal Corporate Tax

• Tax Accounting

• State & Local Tax

• Accounting Methods

• Mergers & Acquisitions

• Sales & Use Tax

• Tax Process Improvement & Automation

• Real Estate Tax

• Executive Taxes

• Cost Segregation Studies

• Research & Development Tax Credits

• Negotiated Incentives

VALUATION SERVICES

• Purchase Price Allocation

• Opening Balance Sheet

• Fair Value to Support Financial Reporting

• Fair Market Value for Tax Purposes

TRANSACTION ADVISORY

• Transaction Structuring

• Private Equity Services

• Financial & Tax Due Diligence

• Sell-Side/Buy-Side Due Diligence

• Exit Strategy Services

IT COMPLIANCE & SECURITY

• IT / Operational Risk Assessments

• Privacy & Security

• Compliance-PCI, HIPAA, GLBA, FISMA /FEDRAMP

• Network Assessments

• Cybersecurity

• Incident Response

• Sensitive Data Scanning

• IT Integration & Implementation

• IT Operations & Strategy

• Digital & Computer Forensics

• Business Continuity Planning Services

DHG WEALTH ADVISORS

• Wealth Management

• Investment Strategies

• Financial & Retirement Planning

DHG AGENCY

• Insurance Advisors

DHG SEARCH

• Staffing Assistance & Executive Placement

comprehensive services

Assurance | Tax | Advisory|dhgllp.com

CertifiedPublicAccountingFirmintheU.S. TOP 20

People,including230Partners/Principals 2,000+

StateswithofficesthatserveclientsacrosstheU.S.andinternationally

13MemberofPraxity,aninternationalallianceofindependentaccountingfirmsthatoffersmultinationalclientsaccesstoresourcesaroundtheworld

CMYK -

C 0 M 0 Y 0 K 60%

C 0 M 100 Y 90 K 25%

C 0 M 35 Y 100 K 0%

C 100 M 50 Y 0 K 25%

C 0 M 0 Y 0 K 50%

DHG HEADQUARTERS IN CHARLOTTE, NC

OUR STRATEGY: GROWTH TALENT SERVICE PERFORMANCE LEADERSHIP

GrowthLeaderforACG,aglobalorganizationwith56chaptersandover14,000members