Investment Companies

We Have Been Part of the Venture Capital Community for Over 40 Years

Outsourced Accounting & Support

Matthews, Carter & Boyce's Investment Company Practice works exclusively with middle-market investment companies including SBICs, private equity and venture capital firms providing audit & assurance, tax planning & compliance and outsourced accounting services.

MCB is one of the leading SBIC and private equity accounting firms in the country, specializing in this industry for over 40 years. We have served numerous investment company clients across the country and have a clear understanding of the complex, high-risk transactions involved with this industry and market.

Small Business Investment Companies

Small Business Investment Companies (SBICs)

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Private Equity

Private Equity

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Venture Capital

Venture Capital

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View Investment Company Resources & Links

View Recent MCB Insight: Investment Company Spotlight Email Newsletter

MCB Investment Company Practice Team

Our Investment Company Practice Team Leaders are regular speakers and contributors at Investment Company related conferences discussing such topics as: SBIC regulations, GAAP accounting for investment companies, investment valuations and investment company tax issues.

  • John Doe

    Olaf C. Haug, CPA - Principal

    Olaf C. Haug has extensive and in-depth experience with venture capital companies, commercial lending institutions and real estate acquisition firms. He is an expert in corporate, partnership and individual tax planning and compliance and has represented corporations and individuals before the IRS. He has served as an expert witness in various tax litigation cases. He has extensive experience as a consultant in acquisitions, mergers, and due diligence work.
    View Full Bio >> Email OLAF>>

  • John Doe

    E. Matthew Dwyer, CPA - Principal

    E. Matthew Dwyer has significant experience with SBICs including management advisory services, regulatory compliance, system design and implementation, audits of SBICs, and accounting and tax related services.
    View Full Bio >>Email Matt>>

  • John Doe

    Gregory D. Askey, CPA - Principal

    Gregory Askey has worked extensively with closely-held businesses and their owners providing them with audit, tax, and business advisory services. He has served clients in a variety of industries, including small business investment companies and private investment funds.
    View Full Bio >> Email GREG>>

  • John Doe

    Philip A. Busenitz, CPA, CFP - Principal

    Philip A. Busenitz has significant experience with individual, partnership, and corporate taxation at the federal and state levels. He works extensively with investment partnerships in the areas of compliance and formation, and provides consulting services on investment structures.
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