Valuation challenges in the expanding private credit market
Private credit is one of the fastest-growing segments in alternative investments, with assets surpassing $1.7 trillion globally.
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Financial Services
Comprehensive support for financial firms, ensuring long-term compliance and vision-led growth.
Guidance and Support With a Firm That Understands Your Business
As transparency continues to be top of mind for investors, and the critical eye of the public remains focused on compliance and accountability in the financial service industry. It’s important to choose an accounting firm that understands your business inside and out.
When BPM was founded in 1986, our first audit client was a local financial services company. Today, we continue to work with financial services clients, offering a deep understanding of the key processes, challenges surrounding growth and performance, regulatory compliance and governance, and the many other complex accounting and reporting issues the industry faces.
Financial Services Insights
We Help You Solve Your Toughest Challenges
We proudly serve:
- Broker Dealers
- Venture Capital
- Investment Banks
- Asset Managers
- Private Equity Funds
- Hedge Funds
- FinTech
- Registered Investment Advisors
- Mortgage Bankers
- Insurance Brokerage
- Community Banks
- Peer-to-Peer Lending
- Alternative Lenders
- Blockchain and Digital Assets
BPM will support you across all your assurance, tax and advisory needs. Whether you’re a fund manager looking for assistance with compliance and valuation, or a FinTech company in need of audit, corporate tax or international tax expertise, we can help.
Additionally, our wide range of advisory services gives us the ability to take a multi-disciplinary approach to the way we serve our financial services clients. We provide a variety of consulting solutions for businesses within the financial services sector, including technical accounting and audit readiness, bookkeeping, equity plan management, systems implementation and HR consulting.
Together, we can craft a comprehensive, multidisciplinary solution tailored to your specific business needs — so your company can thrive.
RELATED INDUSTRIES
Hedge Fund and Alternative Investments
Maximize your financial and tax benefits while remaining compliant with hedge fund and alterative investment services.
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Private Equity
Strategic advisory for PE firms, optimizing deal flow and portfolio performance throughout the investment lifecycle.
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Venture Capital
Drive innovation in your next venture with specialized guidance for VC firms and startups.
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Broker Dealer
Optimize operations with specialized compliance and regulatory solutions for broker-dealers.
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FinTech
Experience full-service financial and business support for Fintech platforms, investors, and service providers.
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Meet our Financial Services Leaders
RELATED SERVICES
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.