Tax Services Private investment

Baker Tilly Capital advises clients on private equity investment opportunities, a source of diversification in low-correlating assets. With extensive due diligence experience, mergers and acquisitions activity, financing expertise, and work with businesses seeking access to capital, we offer clients and institutional investors private placement guidance during these difficult economic times.

We make an objective and thorough analysis of each opportunity based on a strict evaluation process, collective knowledge, and in-depth experience. Our investments team advises on opportunities with a capital need of $5 million to $50 million, a history of strong management, a clear exit strategy, and flexible financial structure.

The professionals of Baker Tilly Capital are dedicated, knowledgeable investment bankers who possess in-depth private investment and advisory experience. They specialize in evaluating and developing sound financial structures and follow rigorous analysis techniques to help clients reach their goals. 


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Spotlight

"The Baker Tilly team not only exhibits the attentiveness and savvy you would expect from your consulting partners, but they consistently challenged us to think through every possible scenario in order to make the right decisions for our growing business."

Jonathan Harris
Professional Sports
Catering, LLC  

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These materials may not be used or relied upon for any purpose other than as specifically contemplated by a written agreement with Baker Tilly Capital, LLC. While the information is deemed reliable, Baker Tilly Capital, LLC cannot guarantee its accuracy, completeness, or suitability for any purpose and makes no warranties with regard to the results to be obtained from its use. Any conclusions derived and communicated for the presentation of this data should be considered an opinion, with no certainty that any expressed course of events will actually transpire. No compensation has been paid to client(s) who have given testimony. The testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Securities are offered through Baker Tilly Capital, LLC. Member FINRA and SIPC. Baker Tilly Capital, LLC is a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP. Baker Tilly refers to Baker Tilly Capital, LLC. Baker Tilly Virchow Krause, LLP, is an independently owned and managed member of Baker Tilly International.