Private Equity & M&A

Private Equity

Private equity is reshaping the CPA firm landscape, and we help guide firms through it. Our PE consulting services are tailored to CPA firms seeking to explore PE opportunities, whether it’s for growth capital, succession planning, or strategic expansion.

We can help with:

• Initial assessment and strategic alignment
  • Evaluate your firm’s goals, readiness, and strategic fit for private equity.
  • Identify growth opportunities, key strengths, and areas for improvement.
• Preparation and positioning
  • Develop compelling materials to present your firm to potential PE partners.
  • Streamline financial, operational, and client data to ensure transparency.
  • Prepare leadership and key stakeholders for discussions.
• Partner selection and deal structuring
  • Facilitate introductions to targeted PE firms or investors.
  • Support negotiations to ensure favorable terms and alignment of interests.
• Closing and post-deal integration
  • Oversee final agreements and assist with closing documentation.
  • Provide strategies for cultural alignment, operational integration, and growth execution.

M&A

Mergers and acquisitions of CPA firms are events that rarely take place more than once in a lifetime for the involved parties. We deal with several such transactions every year; every one of our merger and acquisition clients benefits from these experiences because:

1. We help you decide what a reasonable price is.
2. We help you identify the characteristics of the firm you want as a buyer, seller or merger candidate.
3. We know what questions need to be asked and make sure that they get asked.
4. We know the types of issues that have led to mergers not working out.
5. We know which firms will fit together and which will not.
6. We function in the role of facilitator, frequently engaging in a form of “shuttle diplomacy” to help the buyer or the seller get past difficult hurdles in the negotiations.

We are particularly effective for mergers and acquisitions in the Chicago area. No one knows more CPA firms and CPA firm managing partners in Chicago than Marc Rosenberg. This enables Marc to quickly identify viable candidates to merge, buy or sell, thereby avoiding huge blocks of wasted time.