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Private Equity & Portfolio Companies

From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio. 

Private Equity & Portfolio Companies

  1. Webinar

    Government building columns, architecture

    The surprisingly wide-reaching influence of government contracting in everyday businesses

Anticipating the needs of private equity firms and their portfolio companies has always been a Baker Tilly priority. We combine extensive industry knowledge and operational experience to provide comprehensive services for the strategic, financial and growth needs of our clients.

    Baker Tilly’s commitment to private equity firms and their portfolio companies is made evident by our dedicated team that understands the nuances and hurdles in each stage of the transaction life cycle.

    Baker Tilly’s private equity practice is comprised of a subset of the firm’s 4,000+ professionals specifically focused on helping closely held companies achieve their financial, business, operational and growth objectives. We make investments in infrastructure, quality assurance measures and technologies to help our clients build value. We work alongside more than 500 private equity firms and more than 2,000 portfolio companies, from independent sponsors and startup companies to some of the world’s top 25 largest private equity firms and global multi-billion dollar revenue platform companies.

    Our clients

    500+

    private equity firms

    2,000+

    portfolio companies

    Life cycle of a private equity transaction

    Count on Baker Tilly to guide you at any step during your life cycle. We combine extensive industry knowledge and operational experience to provide comprehensive services for the strategic, financial and growth needs of private equity and venture capital clients.

    Making the deal
    Investment Banking Services

    Access to Baker Tilly Capital

    We also have access to Baker Tilly Capital, LLC, a middle-market focused investment bank led by investment bankers and corporate finance specialists who have meaningful experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side M&A strategies and identifying cost-effective financing alternatives and sources.