Private Equity

Burgher Haggard provides:

• Enterprise-Level Technology

  With Burgher Haggard, clients get access to the enterprise-level software and reporting solutions that come with economies of scale. We leverage the best of breed technology to provide a solution with data backups via snapshots, clustering, and geographic redundancy (multiple Tier 1 providers) to provide the highest possible uptime. Our clients have unlimited access to a secure online portal to view reports, files and accounting backup records.

• Financial Administration and Document Management

  We offer a full suite of financial administration services, including, but not limited to: 

  • Back Office Accounting for Fund, as well as Management Company and General Partner Entities
  • Investor Capital Account Tracking
  • Waterfall Calculation Tracking
  • Cash Management (bill pay, deposits, transfers, etc.)
  • Processing of Investor Capital Calls and Distributions
  • Investor Relations and Support
  • Accounts Payable Management
  • Bank Statement Reconciliation
  • Payroll Administration
  • Provide and Maintain Investor Portal 
  • Document Management for Fund and Investor Correspondence

• Financial Reporting

  Here are some examples of the types of reports we provide:

  

  • Balance Sheets
  • Income Statements
  • Cash Flow Statements
  • Equity Statements
  • Rolling 12-Month Reports
  • Carried Interest Analysis
  • Consolidating Entity Reports
  • Investor Capital Account Statements
  • Data visualizations

• Consulting

  We are equipped to provide consulting services in the following areas: 

  • Launch and Formation Consulting-
    • Fund Structure
    • Fee & Promote arrangement
    • Tax Strategy
    • External Audit Support
  • Budgeting and Forecasting
  • Financial Analysis
  • Strategic Planning, Fractional CFO

• Tax Services

  Burgher Haggard offers a full-service tax practice to meet all your personal and business tax needs. So whether you need tax return preparation, help to minimize taxes, or consultation on how best to structure transactions, Burgher Haggard has you covered. Learn more about our Tax Services. 

Jeremy Sweek

• Learn More About Jeremy

  Jeremy has over 25 years of financial and accounting experience. He began his career in public accounting performing audits and consulting engagements at Weaver and PricewaterhouseCoopers. Following that, he spent seven years at Crescent Real Estate Equities, working in multiple capacities, assisting the Chief Financial Officer with strategic planning, budgeting and analysis, and spearheading investor and media relations. Jeremy has a BBA in accounting from Texas Christian University.

Jeff Keyes

• Learn More About Jeff

  Jeff has more than 20 years of experience in corporate taxation and accounting. He spent 17 years with Williamson-Dickie Manufacturing Company where he began his career as a staff accountant and ultimately worked his way up to Senior Director of Tax. In overseeing the global tax function at Dickies, Jeff gained valuable knowledge of S corporations, tax planning, transfer pricing, tax audit defense, and federal, state and international tax compliance. Jeff has a BBA in accounting from Texas Christian University.

Mack Roenbrook

• Learn More About Mack

  Mack has over 6 years of financial reporting and accounting experience. He began his career in public accounting performing audits and consulting engagements at WhitleyPenn, where he was also an Audit Manager before joining Burgher Haggard.  He has experience working in various industries including, real estate, healthcare, distribution & manufacturing, employee benefit plans, and not-for-profits. Mack has a Masters of Accountancy from Baylor University.