Our Services

We provide an integrated and end-to-end team approach that delivers assurance, tax, and advisory solutions and value-based services to our wide-ranging and national investor customer base that includes independent sponsors, venture capital, family offices, private equity, mezzanine firms, and leveraged buyout funds 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. We look at the bigger picture, challenges, and opportunities and use our private equity, industry, and technical expertise to bring our portfolio companies timely support and decisive solutions. We understand the fast pace and expectations within private equity and bring the depth and diversity of our resources to help our portfolio companies move faster, enhance performance, and mitigate exit risk.

In addition to our large assurance and tax portfolio company practices, we have teams specialized in a range of topics including transaction advisory, quality of earnings, post-merger integration, working capital, purchase accounting, tax structuring, business valuation, cybersecurity, data privacy, risk advisory, data analytics, business systems, state and local tax, research and development tax credits, transfer pricing and international compliance.

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Our Team

Brett G. Lanzl

CPA
Shareholder
Private Equity Practice Group Leader

Portfolio Company Services

Eric D. Pitts

CPA
Shareholder
Private Equity & Transaction Advisory Services Practice Leader

Portfolio Company Services

More Team Members

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Contact Our Team

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