Tax Services Transaction services

Baker Tilly Capital, LLC is a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP. We are a boutique investment bank specializing in merger and acquisition (M&A), transaction, and corporate finance services.

Baker Tilly Capital works with you to understand the opportunities and challenges you face, including negotiation strategies, capital structure issues, income tax considerations, and management/ownership dynamics. Collectively, members of the Baker Tilly team have led buy and sell transactions representing more than $1 billion in net value to our clients.

Backed by the resources of a full-service audit, tax, and advisory firm, with a name that is respected in 120 countries, we have available an extensive network in order to identify (on-point) prospective purchasers on the sell-side and candidates on the buy-side.

Whether you are seeking a liquidity event, pursuing a growth strategy, or simply trying to extract value from an existing investment, Baker Tilly’s team provides middle-market experience throughout every stage of the investment life-cycle.


Contact our transaction services team > 

 
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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Baker Tilly Capital - transaction services

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Transactions Topics

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Credit facility advisory for an ingredient manufacturer
Baker Tilly successfully provided support and advisory services in a negoti >
Financing support to a packaging manufacturer
Baker Tilly Capital successfully provided corporate financial advisory serv >
Sell-side advisory to a practice management software company
Baker Tilly Capital provided sell-side advisory services to ImproMed, Inc. >

Buy Topics

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Buy-side advisory to an industrial and power sampling products an
Baker Tilly Capital served as the exclusive financial advisor to Sentry Equ >
M&A marketplace: trends and outlook
What does the volatility in the marketplace mean for your business? Wha >
Buyer's due diligence services to a library and school supplies a
Baker Tilly Virchow Krause, LLP provided due diligence services to DEMCO, I >

Sell Topics

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Sell-side advisory to a practice management software company
Baker Tilly Capital provided sell-side advisory services to ImproMed, Inc. >
Sell-side advisory to a medical device company
Baker Tilly Capital served as the exclusive financial advisor to Otto Bock >
Sell-side advisory to insurance brokerage firm
Baker Tilly Capital successfully completed the sale of Fish & Schulkamp >

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.