Our Services

The landscape for middle-market investment firms, portfolio companies, and investment funds has expanded and the playing field is becoming ever competitive. The accumulation of dry powder over the past several years, pressures to find attractive opportunities and deploy capital coupled with economic and geopolitical shifts and rising stakeholder demands have placed pressure on the middle market to enhance value and consistently drive growth throughout the investment life cycle. As a leader in serving the middle market, we provide tailored and coordinated services through an integrated and end-to-end team approach.

We use our in-depth industry knowledge, technical and operational expertise, and functional experience to be a meaningful value-added partner at every level of the investment life cycle – from introduction to exit. Our model allows us to easily cross-collaborate and knowledge share to deliver an actionable and seamless customer experience.

Our dedicated Private Equity team provides fund level, transaction advisory, and portfolio company services to a wide-ranging and national customer base, including independent sponsors, venture capital, family offices, private equity, mezzanine firms, and leveraged buyout funds. No matter where you are in the investment life cycle, we have the resources to partner with you and successfully navigate today’s fast-paced and progressively complex environment.

Our Team

Brett G. Lanzl


Renee Ford


Eric D. Pitts


Additional Resources

Case Study

Assisting in the acquisition of 10 veterinary…

Mar 29th, 2023

The customer asked: “can Elliott Davis assist in the financial due diligence of a target to confirm forecast future, value for sale price and identify…
Read More

White Paper

A Guide to Evaluating ITs Underlying Risks…

Mar 16th, 2023

Maximizing M&A Value: A guide to evaluating IT’s underlying risks and assets Download White Paper Download the report from a recent survey conducted by Chief…
Read More


Digital Due Diligence: The Value for Private…

Jan 18th, 2022

Emerging and changing technologies introduce new risks and opportunities in the mergers and acquisition space. Capitalizing on these opportunities will give private equity firms additional…
Read More

Contact Our Team