Private Equity and Venture Capital

Deals are complex. You need the right team of approachable advisors in place to co-create solutions to help you meet your goals. As you move through the capital life cycle you will have different needs along the way.

Whether you are a private equity firm structuring the exit of one of your portfolio companies or a startup with your first round of venture capital funding secured, our clients include: Private equity funds, Venture capital funds, Portfolio companies and Pre-revenue companies seeking funding.

Appreciative Clients

Appreciative Clients

Haddington Ventures

"We feel very positive about our relationship with PKF Texas and appreciate working with them for a number of reasons. Number one, we can’t successfully do our job without them. They take care of many of the blocking-and-tackling pieces of accounting, but they also bring expertise and GAAP knowledge that is crucial in this fun accounting world that we get to work in.

Secondly, we enjoy the people. We’re always happy when they’re here. They’re easy to get along with, and we enjoy having them in our office and interacting with them. And at the same time, we can put them in front of our bosses and they’re professional. A good blend of easy-to-work with, personable and highly professional people. We never get the bill and think we’re paying too much for what we’re getting from them.

We learn from and rely on PKF Texas to help us figure out the proper way to do things. We don’t really need an accounting research management tool because we have PKF Texas!

Without PKF Texas, we wouldn’t have that second and third set of eyes, something we really need at times. Often, with the stripped-down personnel situations we find ourselves in, this sort of support can really be lacking. Thanks to PKF Texas, we have this extra support; plus they have a great deal of expertise we don't have in house. So, together we have a well of knowledge we can draw from." -Kyle Gionis, Controller

Appreciative Clients

Rockland Capital

"Our engagements with PKF Texas are conducted efficiently and professionally. The circumstances of COVID-19 presented unique challenges, which have been seamlessly mitigated by PKF Texas. Our compliance reporting process is an accelerated one, which can often be a challenge. Therefore, we select firms that are responsive, attentive, and rise to meet the challenges of an ever-changing financial reporting landscape. PKF Texas has shown they can accept these challenges, and often exceed our expectations. We would not hesitate to recommend PKF Texas." -Jonathan Heflin, Financial Manager

Meet our Approachable Advisors ®

Brian Baumler, CPA

Director, Audit

Christopher Dodd, CPA

Director, Tax

Martin Euson, JD

Director, Tax

Gary Voth, CPA, JD

Chairman of the Board & Director, Tax

Marty Lindle, CPA, CGMA

Director, Audit

Jamie Matte, CPA

Practice Leader & Director, Business Advisory

Chad Neckar, CPA

Senior Manager, Audit

Jen Edmiston, CPA, CVA

Senior Manager, Audit

Kimberly Henry, CPA, CEPA

Senior Manager, Audit

Pete Cao, CPA

Senior Manager, Audit

Renee Kroesch, CPA

Senior Manager, Tax

Thang Ngo, CPA

Senior Manager, Tax

Alejandro Ballestin, CPA

Senior Manager, Business Advisory

Henny Kurniawan, CPA

Senior Manager, Tax

Mary Shekhawat, CPA

Senior Manager, Tax

Melissa Vasquez, CPA

Manager, Tax

Max Gordinier

Manager, Business Advisory

Fatima Chase, CPA

Manager, Tax

Michael DuBose

Manager, Audit
private equity fund manager presenting a report with a graph
venture capital accounting
venture capital funds