Team working together at a conference table

Private Equity

Baker Tilly leverages deep industry knowledge and operational experience to offer private equity clients value from the fund level down through the entire portfolio.

Private Equity

Anticipating the needs of private equity and venture capital 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.

    Private Equity life cycle

    PE life cycle Pre-transaction

    • Financial diligence (QoE)
    • Commercial and market diligence (QoS)
    • IT diligence
    • Voice of customer (VoC)
    • Operations / intelligent sourcing diligence
    • Tax and structure diligence
    • HR / organizational diligence
    • Leveraged buyout (LBO) modeling and capital advisory
    • PE fund administration services

    PE lifecycle first 100 days

    • 100 day planning and integration playbook development
    • Critical priority identification
    • Integration management office (IMO) launch
    • Financial reporting
    • Purchase price allocation
    • Working capital adjustments
    • HR/benefits integration
    • Software selection
    • Interim CFO services
    • Cyber security review
    • Transaction disputes
    • Financial statement audit services
    • Tax compliance/provision services

    PE lifecycle years 1 and 2

    • Client accounting services
    • ERP and CRM implementation and integration
    • Cloud consulting
    • Business process mapping and optimization
    • Supply chain advisory
    • Advanced analytics advisory
    • Product profitability analysis
    • Customer experience / VoC
    • Financial accounting advisory
    • Internal controls assessment and internal audit

    PE lifecycle years 3 and 4

    • Tax compliance and advisory
    • PMO support
    • Strategic growth planning
    • Resource optimization
    • EBITDA improvement
    • Supply chain optimization
    • M&A (bolt-on) target planning
    • Big data solutions

    PE lifecycle years 5 and 6

    • Sell-side capital advisory
    • Enterprise value analysis
    • Sell-side financial due diligence
    • Sell-side commercial due diligence
    • Transaction and SPAC readiness services
    • Benchmarking analysis
    • Global market advisory
    Digging with shovel
    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.