• Alternative Investment Services

Managing scrutiny through objectivity.

Increasing regulation requires companies to perform thorough and objective analyses. As companies continue to deal with the implications of Dodd-Frank and other complex reporting, governance, and regulatory developments, BDO provides independent, objective guidance to help clients make informed business decisions. Our professionals draw upon a depth of experience in the following areas:
Financial Statement Analysis
Recent incidents – as well as an increasingly complex regulatory environment – have highlighted the importance of conducting financial analyses. BDO assists organizations in reviewing financial statements and performing present and historical reviews. We possess significant experience serving funds and investment companies, and we tailor our specifically to meet the needs of each unique client.
Investigative Due Diligence
BDO’s Investigative Due Diligence Practice helps clients make informed business decisions. Our multidisciplinary project teams leverage BDO’s global network and technological resources to provide reports uniquely tailored to each client’s individual risk profile and preferences.
Policy & Procedures
Increasing regulatory concerns and investor scrutiny are leading alternative investment firms to seek guidance on compliance issues related to fair value measurement. BDO’s experienced professionals provide a depth of knowledge in fair value reporting functions that enable clients to make certain that their policies and procedures are comprehensive and meet compliance requirements. Having broad exposure to investment company clients, BDO provides a unique perspective that we can use to help manage risk.
Portfolio Valuations
Due to increasing regulatory scrutiny (and the implementation of Dodd-Frank), portfolio valuation is more important than ever. As a global accounting and consulting organization, BDO offers objective guidance on a wide range of portfolio valuations, including hard-to-value assets, side pocket investments, complex debt and equity instruments, derivatives, as well as over-the-counter securities, in addition to other financial instruments.
IT Due Diligence and Maturity Assessment
IT due diligence is essential for companies considering an acquisition or investment, as well as for organizations that wish to highlight and fix underperforming areas of their business. A thorough assessment of IT systems and functions is critical to minimizing risk – especially as it relates to business interruptions.
When conducting IT due diligence, BDO utilizes an all-encompassing approach that evaluates the effectiveness and relevance of various functions as well as whether they align with current business goals and industry benchmarks. Backed by extensive industry experience, we tailor strategies and recommendations to match the unique needs of our clients and scale services as organizations grow.

Our service capabilities include:
  • IT Strategy and Planning
  • Portfolio Management
  • Application Development
  • Infrastructure Management
  • IT Risk Management
  • IT Sourcing
  • Project Management
  • IT Financial Management Processes, Tools, and Governance