MCB is a proud sponsor of SBIA’s 2021 National Summit for Middle Market Funds. The National Summit 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.
Matthew Dwyer, Principal and SBIC Practice Leader, Phil Busenitz, Tax Principal, and Chris Preston, Senior Manager 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. Chris specializes in working with Small Business Investment Companies (SBICs) including performing audits of SBICs, providing compliance advisory services, assisting with compliance examinations, distribution analysis, and both SBA and GAAP basis valuation techniques.
MCB is one of the leading SBIC accounting firms in the country, having served more than 100 funds with audit, tax, outsourced accounting and support and regulatory compliance. Specializing in the industry for more than 60 years, we have a clear understanding of the complex high-risk transactions and regulatory compliance that private equity and SBIC funds have to consider. Contact us today to find out how we can help your fund.