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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.


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.

    We are here to help you achieve your financial objectives throughout the investment cycle – from providing due diligence and tax planning at the time of investment to enhancing cash flows and harvesting your invested capital.

    Our focus on the middle-market and our breadth of advisory services will assist you in unlocking the potential of each investment. In a phrase, we think about the portfolio and the underlying businesses beyond just the numbers.

    Our private equity team serves a diverse client base, from independent sponsors, venture capital, family offices, and mezzanine/junior capital sources to established leveraged buyout funds. Our clients benefit from our exceptional client service, deep industry knowledge, technical expertise and timely delivery of value-added solutions.

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    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.