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.
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Private Equity & Portfolio Companies
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 11,000 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 740 private equity firms and more than 4,000 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
Life cycle of a private equity transaction
Count on Baker Tilly to guide you at any step during the transaction life cycle. We combine extensive industry knowledge and operational experience to provide comprehensive private equity services for the strategic, financial and growth needs of private equity and venture capital clients.
Pre-transaction
Due diligence
- Quality of earnings (QoE)/financial diligence
- Tax and structure diligence
- Human resources (HR)/organizational diligence
- IT diligence
- Cybersecurity diligence (pre/post)
- Quality of Strategy™ (commercial and market due diligence)
- Voice of customer (VoC)
- Operations/intelligent sourcing diligence
Capital advisory
Build strong foundation
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
- Cybersecurity review
- Transaction disputes
- Financial statement audit services
- Tax compliance/provision services
- Government contracting
Streamline operations
Years 1 and 2
- Outsourced accounting
- Enterprise risk management (ERP) and customer relationship management (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
Listen to the Advisor's Edge podcast series
For companies exploring PE acquisitions, Baker Tilly presents Advisor’s Edge, a three-part podcast series guiding business leaders and finance professionals through key steps in the PE acquisition process.
