Providing Insights to Private Equity & Institutional Firms and their Portfolios

We provide services to many clients with private equity investors across the country, as well as directly with the private equity firm.  We have extensive experience in working through financial accounting tax and advisory issues that typically occur with private equity firm ownership.

Our private equity team combines their insights and experience to cultivate their network of relationships with private equity firms and investment bankers. They are actively involved with various organizations and resources to stay current with changes in the market and further enhance our transaction capabilities.

  • Purchase price allocations and intangible asset impairment analysis
  • Stock-based compensation
  • Risk advisory services including documenting and analyzing internal controls and IT audits
  • Performing quality of earnings, tax structuring, and due diligence review services in connection with acquisitions of businesses and recapitalization transactions
  • Structuring the transaction to achieve the tax and legal objectives of both our private equity firm clients and the buyer or seller
  • Analyzing historical working capital levels maintained by the target company
  • Consulting on optimum target working capital levels that should be specified in the definitive purchase agreement
  • Evaluating the fair market value of the underlying investments of certain funds
  • Valuation of entities and allocation of value to identifiable intangibles and goodwill
  • Acting as independent third-party arbitrator in disputes over interpretations of APA issues, specifically involving working capital calculation
  • Private equity investors
  • Institutional investors
  • Portfolio companies

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Zac Blanco


Scott Zickefoose

Transaction Advisory & Tax Partner

Paul Staples

Tax Senior Manager

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