Just released:

The 2025 KPMG US CEO Outlook – learn what’s shaping CEO decision making

Get the report
Just released:

The 2025 KPMG US CEO Outlook – learn what’s shaping CEO decision making

Get the report
Relevant Results
Sorry, there are no results matching your search.
Autocomplete suggestions are available. Use up and down arrows to review and enter to select.
See more results

KPMG offerings for the private credit market

KPMG offers a full suite of services and products to meet the specific needs of the private credit market.

Download PDF
Share

The private credit market, which can be an attractive alternative to traditional bank lending, has experienced accelerated growth in recent years. Within the private credit ecosystem, a broad array of specialized investment vehicles—including business development companies (BDCs) and collateralized loan obligations (CLOs), to name a few—provide fund managers and investors potentially significant risk-adjusted returns and diversification benefits.

KPMG is pleased to offer a full suite of services and products to meet the specific needs of this specialized market.

Explore our services

Accounting

  • Accounting policies and technical accounting support
  • SEC-compliant financial statement support
  • Oversight and monitoring of fund administrators
  • Shadow administration services
  • High-risk reporting support
  • Core audit services

Tax Consulting

  • Tax structuring, policy, and election; shareholder reporting; and structuring consultation
  • Regional investment company qualification consultation
  • Tax impact of anticipated portfolio investments
  • Coordination with required timing for nontax requirements (SEC, state rules)

Tax Compliance

  • Tax provision and financial reporting
  • Tax return preparation and filing (federal, state, informational, and foreign)
  • Annual and quarterly regulated investment company qualification testing
  • Shareholder reporting

Internal Audit and Controls

  • Current state documentation and remediation design of key financial reporting processes and controls
  • Design SOX governance framework
  • Quarterly and annual testing services
  • Assess and prepare SOX BDC compliance capability (302, 905, 404)

Operations and Technology

  • Current/future assessment (people, process, technology, data)
  • Prescriptive on industry practices to remediate operation gaps
  • Operational readiness support (procedural and fallback documentation)
  • Implementation services (system, business analyst, integration, and infrastructure support)
  • Developing a target operating model
  • Vendor/systems selection

Valuation Services

  • Valuation policies and procedures gap analysis/documentation
  • Workflow and process efficiency technology solutions and tools to enhance data access, reporting, and analytics
  • Supplement existing valuation process, co-sourcing services, model build, and valuation assistance
  • Third-party independent valuations and/or positive assurance

Product offerings to meet your business goals

1

We deliver results that matter.

Core Due Diligence

Due diligence for lenders traditionally focuses on three key areas:

  • Asset-based due diligence
  • Securitization due diligence
  • Cash flow due diligence

The value our KPMG team brings to clients includes:

  • Real-time feedback during the underwriting process
  • Ability to leverage proprietary analytical and benchmarking tools to drive deal insights
  • Working at deal speed to meet tight deadlines
  • Large resource pool available for multinational transactions with decentralized operations
  • Access to subject matter professionals throughout KPMG on emerging issues impacting lenders and borrowers

2

We know how your business works.

BDC Launch Services

KPMG can support the launch of a BDC throughout the pre-filing and pre- and post-launch phases, providing expertise and support in these key areas:

  • Accounting
  • Tax
  • HR, legal, compliance, investor relations
  • SOX
  • Operations and technology

3

We know how to get things done

CLO Solutions

Our Tax, Advisory, Accounting, Technology, and Risk Assessment Services teams assist clients throughout the CLO lifecycle. Our CLO services include:

  • Agreed-upon procedures (AUP) services
  • Tax services
  • Advisory services

4

We get the best out of technology.

Turnaround and Restructuring

When your company is faced with challenging times and complex decisions, KPMG’s Turnaround and Restructuring professionals can help you navigate options with the following wide-ranging business and planning solutions:

  • Turnaround and Restructuring
  • Corporate Finance
  • Tax Restructuring
  • Valuation
  • Accounting Advisory
  • Transaction Services
  • KPMG ForensicSM

Dive into our thinking:

Private Credit Offerings

Explore our private credit services and product offerings

Download PDF

Meet our team

Image of Michael J. Abbate
Michael J. Abbate
Partner, Audit, KPMG
Read bio
Image of Patrick Brooks
Patrick Brooks
Partner, Tax, BTS - Asset Management, KPMG US
Read bio
Image of Matthew Clark
Matthew Clark
Advisory Managing Director, C&O Financial Services, KPMG US
Read bio
Image of Michael J. Abbate
Michael J. Abbate
Partner, Audit, KPMG
Read bio
Image of Patrick Brooks
Patrick Brooks
Partner, Tax, BTS - Asset Management, KPMG US
Read bio
Image of Matthew Clark
Matthew Clark
Advisory Managing Director, C&O Financial Services, KPMG US
Read bio

Explore other services tailored to your business

Industry
Private Equity
Read more
Industry
Asset Management
Read more
Industry
Alternative Investments
Read more

KPMG. Make the Difference.


Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

© 2025 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved.

For more detail about the structure of the KPMG global organization please visit https://home.kpmg/governance.

Thank you!

Thank you for contacting KPMG. We will respond to you as soon as possible.

Contact KPMG

Use this form to submit general inquiries to KPMG. We will respond to you as soon as possible.

By submitting, you agree that KPMG LLP may process any personal information you provide pursuant to KPMG LLP's . Privacy Statement

An error occurred. Please contact customer support.

Job seekers

Visit our careers section or search our jobs database.

Search now!

Submit RFP

Use the RFP submission form to detail the services KPMG can help assist you with.

Submit

Office locations

View locations

International hotline

You can confidentially report concerns to the KPMG International hotline

Learn more

Press contacts

Do you need to speak with our Press Office? Here's how to get in touch.

Contact

Headline