MCB is a proud sponsor of SBIA’s 2023 National Summit for Middle Market Funds. The National Summit, being held October 15-17 in Palm Beach, FL, offers the lower middle market a unique environment to connect with fund managers, limited partners, investment bankers and select service providers. The National Summit is the premier national conference for the lower middle market funds and investors and is attended by nearly 500 private equity fund managers, limited partners and investment bankers.
Matt Dwyer, Principal and SBIC Practice Leader, Phil Busenitz, Tax Principal will be in attendance. Matt’s practice specializes in work with SBICs performing audits, business advisory consulting, accounting and tax services. Phil has significant tax experience working extensively with investment partnerships in the areas of tax compliance and fund formation, and provides consulting services on investment structures and dispositions.
Matthews, Carter & Boyce (MCB) is proud to be an SBIA Silver Sponsor for the past 13 years. We are a full-service accounting firm celebrating 75 very independent years in business. Combined with a long-term commitment to client success, our highly personalized accounting and tax services are the hallmark of the Firm’s truly outstanding repertoire of professional services. MCB is highly regarded for providing top-notch, strategic services to investment companies, with a niche specialization in private equity firms and Small Business Investment Companies (SBICs). Our firm is led by a team of nationally recognized experts who bring more than 65 years of experience working directly with private equity firms, venture capital firms, SBICs and the SBA on regulatory, accounting and tax matters.
Contact us today to find out how we can help your fund.