Marc Chase

Marc Chase

Marc is a principal and private equity leader with Baker Tilly US, LLP. Before joining Baker Tilly, Marc worked for a variety of firms servicing the private equity marketplace, including venture capital funds, professional services firms, real estate private equity firms and private companies. In his role, Marc will solidify the national team and strategy to work with private equity sponsors providing pre and post transaction guidance, advice and support.

Marc comes to Baker Tilly with more than a decade of experience leading a similar successful strategic initiative and national team at a rival global firm. Marc possesses operator and board level experience in private equity investments and combines that knowledge with his professional services background as a value architect for private equity investors.

Marc and his Baker Tilly colleagues provide specialized services to middle market private equity investors throughout the transaction lifecycle with a dedicated concierge approach. These dedicated resources assist private equity investors attending to their needs at both the fund and portfolio level. These services include:

  • Deal flow via Baker Tilly Capital
  • Due diligence (financial, tax, IT, cyber, HR and commercial)
  • CFO advisory, merger integration and outsourced accounting services
  • Fund administration, audit and tax
  • Named “Notable Leaders in Accounting, Tax & Audit,” Crain’s New York Business, 2023

Location

New York, NY

Education

Master of Business Administration in finance

University of Texas at Dallas

Bachelor of Science in finance

St. John Fisher University

(Rochester, New York)

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