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

CPA
Shareholder
Private Equity Practice Group Leader

Renee Ford

CPA
Shareholder
Alternative Investments Practice Leader

Eric D. Pitts

CPA
Shareholder
Private Equity & Transaction Advisory Services Practice Leader

Additional Resources

Article

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…
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Article

Cryptocurrency – advantages of indirect…

Aug 19th, 2021

Over the past four years, Bitcoin and other cryptocurrencies have exploded in growth, acceptance and notoriety. Hedge funds and other alternative investment entities have begun…
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Article

Private Investment Fund Audits: Surprise…

Jan 14th, 2021

As a matter of accountability to investors, private investment funds are generally subject to annual financial statement audits. This audit requirement may be self-imposed by…
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Contact Our Team

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