Private Equity Regulatory Task Force (PERT)

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PERT’s mission is to lead middle-market private equity professionals through the changing operational landscape.


Created in 2015, ACG's Private Equity Regulatory Taskforce (PERT) gathers together CFOs, CCOs, COOs, and GCs of middle-market private equity firms. Together, they interpret and navigate the often complex finance, operational, compliance, and regulatory issues affecting the industry. PERT members have access to a national peer-to-peer network focused on shaping best practices for those responsible for leading the business of private equity.
 

"The ACG Private Equity Regulatory Task Force is providing the framework for us to address challenges together."
Joshua Cherry-Seto, CFO, Blue Wolf Capital, ACG PERT Co-Chair

Example Topics Being Discussed by PERT

  • Fees & Expenses
  • Co-Investments
  • Valuations
  • Cybersecurity and Privacy
  • Advertising and Marketing
  • SEC Examinations
  • ESG Policies
  • Broker-Dealer Registration

PERC Principles

In 2017, PERT published the first edition of the ACG Private Equity Regulatory and Compliance (PERC) Principles.  The PERC Principles reflect industry consensus on regulatory and compliance principles for small and midsized private equity firms.  The Principles address four key topics:

 

DOWNLOAD THE PERC PRINCIPLES

Thank you to our PERT Sponsors:

For more information about PERT, please contact pert@acg.org.