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
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 6,700 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 700 private equity firms and more than 3,900 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
700+
private equity firms
3,900+
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 private equity services for the strategic, financial and growth needs of private equity and venture capital clients.
Empower your firm's financial future with CFO advisory services
Baker Tilly provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever-changing environment the office of the CFO faces.
Focused services
Digital Solutions
Foster the future through a continuous culture of innovation.
Cybersecurity
Proactively protect and address your cybersecurity and information technology (IT) risks.
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
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Introducing Equity Elle
Equity Elle is a dynamic community designed exclusively for women in the private equity industry. Our mission is to forge lasting connections, foster collaboration and promote gender parity.
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.
Our professionals
