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TOP 30 Private equity firms in North Carolina
10 results found
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Stephens Inc
Stephens Inc is a leading financial institution located at 101 South Stratford Road in Winston-Salem, North Carolina. With a strong presence in the finance industry, Stephens Inc offers a wide range of services including investment banking, wealth management, and financial advisory. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure financing for a business venture, Stephens Inc is committed to helping you navigate the complex world of finance with confidence and success.
Cherry Bekaert
Cherry Bekaert is a leading accounting and finance institution located at 1422 Burtonwood Drive in Gastonia, North Carolina, United States. Specializing in Risk Management Consulting Services for the Financial Services Industry, Cherry Bekaert also offers digital advisory services to guide middle market companies through digital transformation. The institution provides assistance with loan forgiveness documentation and helps clients navigate the Employee Retention Credit (ERC) process. With offices in Charlotte and Gastonia, Cherry Bekaert is ranked among the largest accounting firms in the country. The team at Cherry Bekaert offers high-quality advisory, assurance, tax, and accounting services tailored to the needs of multinational corporations, private businesses, nonprofit organizations, and more. Recognized as one of America's Best Tax and Accounting Firms by Forbes, Cherry Bekaert is dedicated to helping clients achieve their organizational goals. The institution's professionals provide innovative guidance on operational and financial matters, including tax preparation and financial audits. With a focus on client growth and satisfaction, Cherry Bekaert aims to exceed expectations and add value to businesses. The team is led by Neal, Charlotte's Regional Market Leader, who brings over 20 years of IT audit and compliance experience to the firm. Cherry Bekaert also offers specialized services for the Private Equity industry, industrial manufacturing and distribution companies, professional services clients, and nonprofit organizations. The institution's team of skilled certified public accountants provides a range of services to clients across various industries, positioning them for long-term growth. Cherry Bekaert operates under the brand names Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities that provide professional services in an alternative practice structure. With a commitment to professional standards and client service, Cherry Bekaert is dedicated to helping clients succeed.
Cherry Bekaert
Cherry Bekaert is a renowned accounting and finance institution located at 1111 Metropolitan Avenue in Charlotte, North Carolina, United States. Specializing in risk management consulting services for the financial services industry, Cherry Bekaert also offers digital advisory services to guide middle market companies through their digital transformation journey. The institution provides assistance with loan forgiveness documentation, Employee Retention Credit (ERC), and various other financial services. With a team of experienced professionals, Cherry Bekaert has been ranked among the largest accounting firms in the country. Since its establishment in 1947, the institution has been providing high-quality advisory, assurance, tax, and accounting services to a diverse client base including multinational corporations, private businesses, nonprofit organizations, and governmental entities.
Lincoln PLLC
Lincoln PLLC is a boutique business and tax law firm located in Charlotte, North Carolina. Our team of attorneys specializes exclusively in business and tax law matters, offering expertise to individuals and entities involved in a wide range of domestic and international transactions across various industries. Our clients include individuals, partnerships, corporations, and more in Charlotte and surrounding communities. With extensive experience at top law and accounting firms, our team is known for delivering top-tier service at affordable rates. We help clients with commercial agreements, business transactions, international legal matters, securities law, and tax law related to private equity funds and Qualified Opportunity Funds.
Stifel
Stifel is a finance institution located at 2021 Valleygate Drive in Fayetteville, North Carolina, United States. As a leading financial services firm, Stifel offers a wide range of services including investment banking, wealth management, and institutional securities. With a commitment to providing personalized financial solutions, Stifel strives to help clients achieve their financial goals and secure their financial future.
Morgan Creek Capital Management, LLC
Morgan Creek Capital Management, LLC is a finance institution located at 301 West Barbee Chapel Road in Chapel Hill, North Carolina, United States. With a focus on investment management, Morgan Creek offers a range of financial services to individuals and institutions seeking to grow and protect their wealth. Their team of experienced professionals provides personalized investment strategies tailored to meet the unique needs and goals of each client. Through a combination of research, analysis, and strategic planning, Morgan Creek Capital Management helps clients navigate the complexities of the financial markets and achieve long-term success.
Sabre Capital
Sabre Capital is a reputable finance institution located at 152 Mine Lake Court in Raleigh, North Carolina, United States. With a strong focus on investment and financial management, Sabre Capital provides expert advice and services to help clients achieve their financial goals. The institution prides itself on its knowledgeable team of professionals who are dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Sabre Capital is committed to helping you navigate the complexities of the financial world with confidence and ease.
Commonwealth Capital
Commonwealth Capital is a reputable finance institution located at 1119 Hendersonville Road in Asheville, North Carolina, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.
Arjuna Capital
Arjuna Capital is a boutique wealth management firm located at 353 West Main Street in Durham, North Carolina, United States. Specializing in finance, our firm invests in portfolios for Return & Impact, focusing on divesting from fossil fuels and investing in companies that are commercializing solutions to sustainability challenges. We are leaders in gender lens investing and align our investments with the United Nations' Sustainable Development Goals. As a stock owner, you have the power to press companies to better manage their Environmental, Social, and Governance risks and opportunities through shareholder activism. Arjuna Capital offers fossil-fuel-free impact investing across all four quadrants of sustainable investing, with a full array of debt and equity offerings in both public and private markets. We work with sustainable investing specialists to provide clients with diversified access to socially responsible investing opportunities.
Lincoln PLLC
Lincoln PLLC is a prestigious law firm located in Raleigh, North Carolina, specializing in tax and business law. Our team of experienced attorneys is dedicated to providing top-notch service to individuals and businesses in Raleigh and surrounding areas. We offer a wide range of services including preparing commercial agreements, structuring business transactions, and navigating complex international legal matters. Our expertise in securities and tax law allows us to assist clients with the formation and operation of private equity funds, including Qualified Opportunity Funds. At Lincoln PLLC, we pride ourselves on delivering practical and effective solutions that reflect our in-depth knowledge of tax laws. Visit us at 4030 Old Wake Forest Road to see how we can help you with your legal needs.
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