Private Equity Regulatory Task Force (PERT)

BECOME AN ACG PERT MEMBER

ACG’s Private Equity Regulatory Task Force (PERT) gathers together CFOs, CCOs and in-house legal counsel of middle-market private equity firms nationwide. Together, they interpret and navigate the often complex compliance and regulatory issues affecting the industry. As a member of PERT, your firm will join a national network focused on shaping compliance best practices alongside federal regulators.

PERT’s Mission is to provide middle-market private equity firms with a FACE to:

  • Facilitate communication and coordination among fund professionals;
  • Advocate before federal regulators and policymakers on behalf of middle-market private equity;
  • Create a network of peers to develop and share best practices; and
  • Educate private equity professionals and key stakeholders (management partners, investors, lenders, etc.) on regulatory issues that have a direct impact on them and our funds.

 

"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 purpose of the PERC Principles was to develop industry consensus on regulatory and compliance principles for small and midsize private equity firms.  The Principles addressed four key topics:

 

 

We are pleased to share the first iteration of the PERC Principles here. These Principles reflect countless hours of surveying, discussion and deliberation among midsize firm practitioners on what are equitable efforts to address growing regulation for the industry.

DOWNLOAD THE PERC PRINCIPLES

Thank you to our PERT Sponsors:

For more information about PERT please contact ACG's Public Policy Department, at policy@acg.org.