About Sougata

Sougata Banerjee is a partner in the Assurance Services Division of the Firm’s Costa Mesa office. He has more than 20 years of experience providing assurance services, including audits of financial statements and internal controls, as well as IPOs, M&A and consulting services to clients nationally and internationally in a wide range of industries. Prior to joining Marcum, Sougata worked at a Big Four accounting firm for over 15 years in various parts of the world.

Sougata has worked with private and publicly-held companies in a variety of industries including life sciences and medical technology, consumer and industrial products, energy, utilities and renewable energy, and healthcare. His experience includes initial public offerings, due diligence services, Sarbanes-Oxley 404 implementation, compliance audits, and complex financing transactions.

Sougata has also served as a national instructor for a Big Four firm and has published whitepapers in various accounting topics. Sougata also possesses Bengali and Hindi language skills and has extensively travelled through Asia and Europe.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Institute of Chartered Accountants of India (ICAI)

Articles Published

  • “A New Standard for Lease Accounting”
  • “Pitfalls of Commodity Hedge Accounting”
Subject Matter Expertise

Financial Statement Audits
Internal Controls
Due Diligence
Audits & SEC Reporting Companies
Complex Equity & Derivative Transactions
Private and Public Equity & Debt Offerings
Mergers & Acquisitions
Quality Control Inspections

Practice Focus

Software & Technology
Consumer & Industrial Products
Biotechnology & Life Sciences
Energy
Healthcare
SEC/Transaction Services
Cannabis Industry

Education

Bachelor of Commerce (Honors)
University of Calcutta, India