Navigate Up
Sign In
Bookmark and Share


When you are making decisions on how to invest your capital, you can depend on the professionals on our multidisciplinary consulting team. They have the industry expertise and skills to quickly and thoroughly assess your targets, plus they understand the tenets of private equity investing.

Private Equity Group

We can help you with the nuances of a deal

Private equity funds depend on us because we see the nuances in a transaction. We bring the accounting perspective, but we also can talk about value. In other words, we understand the shades of gray, along with the black and white. For the benefit of our clients, you could say we have mastered the art of transactions.

Because of the complexity of private equity transactions, we bring a multi-disciplinary team to your war room. Each of us has a specialty, but we can all promise experience-based creativity and entrepreneurial zeal.

We will bring a team to your project that is accustomed to working in the industry of the target business. This means we have a firm grasp of the issues and opportunities present in the industry. We understand what to look for in the due diligence process and you can be assured compliance with standards is in place. We have deep technical expertise in the following industries: Manufacturing & Distribution Service Sector, Financial Services, Healthcare & Senior Service and Real Estate & Construction.

Together we focus on the details you need to negotiate the best ROI in today's competitive marketplace. Because we are part of one of the nation’s largest accounting, tax and management consulting firms with alliances throughout the world, we are well positioned to help you select the right investment opportunity, and then make it work.

We have a comprehensive group of services for you to choose from to assist you throughout all phases of the deal from preliminary Go No Go decisions to spinning off assets that have reached the peak of their economic value to your fund.

​

Tax Planning

Private equity groups appreciate the team approach our tax services group has developed in response to their need for accurate and timely information to make decisions on acquisitions. The team includes private equity advisors who specialize in the areas of federal, state, local, and international taxes. The team members work simultaneously and coordinate to provide a comprehensive analysis of a target, to structure the acquisition most advantageously.

Financial Statement Audit

Drawing on our experience working on more than 100 portfolio company audits, we will come well-prepared to work with your portfolio company. We will also bring industry knowledge because we work for hundreds of clients in distribution, real estate, construction, and services — thousands in health care and manufacturing.

Business Valuation

Depend on the experienced business valuation consulting services available from Plante Moran for dedicated and accurate valuations of your investments.

Employee Assessment

When you are bringing two workplace cultures together, it is important to prevent clashes. You can depend on our employee assessment team to help you overcome the natural resistance to change and develop a firm foundation for success.

Financial Due Diligence

You will appreciate our flexible and scalable approach to the unique dynamics and risks of each transaction. On due diligence projects, we can offer phenomenal response time. You can depend on our transaction support team to get you where you want to be on a transaction quickly without jeopardizing the quality of analysis. You will receive the type of responsive service you deserve and expect.

Financial Staffing

Financial Support Services (FSS) is on our menu of offerings for private equity firms. The FSS team is designed to provide financial and accounting assistance for organizations going through change. Our Financial Support Services range from financial staffing to out/co-sourced financial functions.

Technology Due Diligence

When you are looking at a target in manufacturing, distribution, health care, construction, real estate, retail, or other services, we have the industry experience to combine with our technology expertise. We can perform an information technology audit that will help you translate the target’s “state of technology” into a valid item on the cash flow statement.

Portfolio Companies

Plante Moran experts can help you ensure your group’s investments are successful. Our expert consultants have deep industry knowledge in manufacturing, distribution, health care, services, real estate, and construction. We know the industries and can help you plan and implement strategies for success in the companies you acquire.
Video

Dennis Graham practice group leader describes what makes working with Plante Moran Private Equity team unique

×

"Our Plante & Moran tax specialists are thoughtful and complete in their tax planning ideas. We appreciate that they successfully implement their ideas with equal energy and expertise."

Tax Manager
Large Turnaround Firm