Team working together at a conference table

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. Amy Allen

    Amy Allen

    CPA

    Partner

  2. Rob Busch

    Robert Busch

    CPA

    Partner

  3. William A. Chapman

    William A. Chapman

    CPA, CFA

    Partner

  4. Paul Daddio

    Paul Daddio

    CFA, ASA

    Director

  5. Heather Dwyer

    Heather Dwyer

    CPA

    Director

  6. Christine M. Fenske

    Christine M. Fenske

    CPA

    Managing Partner

  7. Ken Fleming

    Ken Fleming

    CPA, CVA

    Partner

  8. Baker Tilly Professional

    John Heyde

    CPA

    Partner

  9. Karin Kovacic

    Karin M. Kovacic

    Managing Director

  10. Alicia On

    Alicia On

    CPA

    Director

  11. Ryan Smith

    Ryan Smith

    Director

  12. Frank J. Walker

    Frank J. Walker

    CPA, CFF, CVA

    Partner

  13. Thomas Walker, Jr.

    Thomas Walker Jr.

    CPA, J.D.

    Managing Partner, Managing Director

  14. Jason Winterburn

    Jason Winterburn

    CPA, CVA

    Director

  15. Atit Shah

    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.

    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.

    Cybersecurity insights

    Investment firm manages risks across large portfolio through ongoing cyber health checks