Private Equity & Portfolio Companies
Private Equity & Portfolio Companies
Amy Allen
CPA
Partner
Robert Busch
CPA
Partner
William A. Chapman
CPA, CFA
Partner
Paul Daddio
CFA, ASA
Director
Heather Dwyer
CPA
Director
Christine M. Fenske
CPA
Managing Partner
Ken Fleming
CPA, CVA
Partner
Andrea Forshee
Director
Brian P. Francese
CPA
Partner
John Heyde
CPA
Partner
Karin M. Kovacic
Managing Director
Alicia On
CPA
Director
Ryan Smith
Director
Frank J. Walker
CPA, CFF, CVA
Partner
Thomas Walker Jr.
CPA, J.D.
Managing Partner, Managing Director
Jason Winterburn
CPA, CVA
Director
Atit Shah
CISA
Partner
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 6,500 professionals specifically focused on helping closely held companies achieve their financial, business, operational and growth objectives. We invest in infrastructure, quality assurance measures and technologies to help our clients build value. We work alongside more than 600 private equity firms and more than 3,700 portfolio companies, from independent sponsors and startup companies to some of the world’s top 25 largest private equity firms and global multibillion dollar revenue platform companies.
Our clients
600+
private equity firms
3,700+
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.
Diligence pre-transaction
Build strong foundation
- 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
- Cybersecurity review
- Transaction disputes
- Financial statement audit services
- Tax compliance/provision services
- Government contracting
Streamline operations
- 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
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.
Focused services
Baker Tilly Digital
Embracing a “digital-first” approach means taking the lead, not falling behind.
Consulting
Address challenges and uncover opportunities with consultants focused on protecting and enhancing your value.
International
International companies turn to Baker Tilly for global foresight, insight and resources to help them stay ahead of, and quickly respond to, change.
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Tax
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
Transactions
Baker Tilly works with clients on mergers, acquisitions, capital sourcing and markets, project finance, due diligence, valuation and transactions
