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Private Equity

Private equity value creation

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6 min read
Equity compensation in venture capital and private equity
When it comes to valuation of equity compensation in privately-owned companies, the OPM Backsolve method can be useful for companies with a complex capital structure with multiple classes of equity. Here's our overview of this best-practice method.
David Howell
Article June 19, 2017 6 min read

Private equity due diligence guidebook
Considerations for today's ultra-competitive marketplace

Tax implications of acquisitions

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3 min read
Taxable gain exclusion boosts after-tax ROI on qualified investments
The Section 1202 gain exclusion can increase the net after-tax return on investment for private equity groups and their investors on qualified, C-corporation holdings. Do your C-corp portfolio investments qualify?
James Minutolo
Article July 12, 2017 3 min read
Due diligence and state taxes: What you don’t know can hurt you
Michael Monaghan
Article December 07, 2016 3 min read
How rollovers can run afoul of anti-churning rules for intangibles
Michael Monaghan
Article June 28, 2016 1 min read
Portfolio acquisitions: Valuing intangibles
Richard L. Lies, III
Article February 03, 2016 9 min read

Private equity revenue recognition guide
Pre and post-deal considerations

Related Events

  • ACG New York Private Equity Dealmaking on the Beach
    ACG New York and ACG Philadelphia present a unique meeting opportunity called "Private Equity Dealmaking on the Beach".
    Event July 26, 2017 - July 27, 2017 1 min read Upcoming
    Corporate buildings
  • Mitigating risk and identifying potential: A case study for operational and commercial due diligence success
    Join ACG and Plante Moran for a complimentary webinar with insights into a recent client engagement and an informative discussion on the top three objectives organizations should consider to realize the deal's value and enhance operational benefits.
    Webinar August 29, 2017 1 hour watch Upcoming
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  • ACG Great Lakes Capital Connection
    Connect with more than 1,000 investment bankers, buyers, sellers, lenders, and middle market professionals at GLCC 2017. Plante Moran is pleased to be a platinum sponsor of this dynamic networking, deal-sourcing, and educational event.
    Event September 6, 2017 - September 7, 2017 1 min read Upcoming
    Corporate buildings
  • ACG Chicago Midwest Capital Connection
    Plante Moran is pleased to be a sponsor at the 18th annual Midwest ACG Capital Connection conference, showcasing the leaders who are defining the future of middle market investment.
    Event October 16, 2017 - October 17, 2017 1 min read Upcoming
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Private Equity Thought Leadership

  • Don't neglect tech: Cybersecurity is key to due diligence
    An independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
    Raj Patel
    Article April 12, 2017 3 min read
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  • Good news: Testing for goodwill impairment just got simpler
    If your company recently purchased another entity, it likely has goodwill on its financial statements. We expect many companies to early-adopt recently issued accounting guidance to take advantage of reduced complexity, time, and costs in applying the goodwill impairment.
    Richard L. Lies, III
    Article April 06, 2017 2 min read
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  • Evaluate risk and determine growth potential with commercial & supply chain due diligence
    Maximize the return on your investment by assessing these 10 customer- and supply-base factors to gain an accurate view of your target's operations, marketplace position, and risks.
    Daron Gifford Michele E. McHale
    Article October 25, 2016 5 min read
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  • Rolling up medical practices? Here are five steps to take
    These five steps can help as you join the growing number of medical practices, hospital systems, and private equity investors that are merging to beat economic pressures.
    Mark Fleischer Michele E. McHale
    Article January 19, 2017 4 min read
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  • Is a full-year audit in the year of transaction worth it?
    Financial institutions sometimes request a full-year audit of a portfolio company in the year of acquisition, but does the financing institution understand the implications? Push-down accounting and other factors can easily distort financial statement comparability.
    Jeff Mengel Bryan Welsh
    Article February 06, 2013 3 min read
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  • The value of equity-based compensation
    Total shareholder return plans, a form of performance-based equity compensation, are gaining widespread traction, offering companies and staff alike many advantages. Here's what you need to know.
    David Howell David Grubb
    Article October 07, 2016 12 min read
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  • Due diligence and executive compensation: Supporting the reasonableness of salaries
    If you’re the acquiring business in a transaction, you should consider how the IRS will view pre-transaction payments to owners and officers. The Service may look to the “reasonableness” of those payments to determine if they were compensation or dividends.
    Michael Monaghan
    Article April 06, 2016 3 min read
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  • Benefits of a post-transaction state & local tax profile evaluation
    A post-acquisition review of state and local tax obligations may help your business comply with requirements you may not even know existed.
    Article January 26, 2016 5 min read
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  • Volatility and value: Equity compensation
    A volatility factor helps estimate the potential for future increases in value, an important objective in many equity compensation plans. This discussion provides an overview of volatility and how it’s used to value equity compensation in a privately owned company.
    David Howell
    Article May 17, 2017 10 min read
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  • Improving operating margins: Four principles you need to know

    The easiest way to make a business more lucrative is to understand the drivers of top-line revenue and analyze margins on a customer, product, and market basis. Use these proven principles as you strengthen your organization.

    Article May 28, 2017 4 min read
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Up Next

With rising investor expectations, a tightening lending environment, and uncertain regulatory and tax changes, private equity firms need a knowledgeable and trusted advisor. Our national private equity team includes professionals with deep experience across a broad range of industries, providing accounting, tax, and transaction advisory services to our clients throughout the investment life cycle. Regardless of geography, you gain direct access to the firm's best, most appropriate resources for your specific needs and objectives.

We focus on the middle market and have decades of experience working with some of the same companies you're investing in. Our deep insight into opportunities and challenges helps you make more informed decisions, better manage uncertainty, and maximize growth and value.

 

2017 ACG New York Champion's Awards Winner for Accounting Firm of the Year

 

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Our clients say

Plante Moran has been working with Huron Capital for more than 15 years. Plante Moran clearly understands our funds’ goals and objectives as middle-market investors, which makes for a great working relationship. One of their best attributes is their understanding of the dynamics of family-owned businesses, which comprise the majority of Huron’s investments. They’ve also been a great referral source to Huron — always on the lookout for potential add-on acquisition targets that may be interesting to our current portfolio.

Brian Demkowicz Managing Partner, Huron Capital Partners

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1 min read
IT due diligence for private equity group
Due diligence of IT processes and ERP systems aids private equity group’s acquisition of a $38 million software and accessories distributor.
Case Study May 31, 2017 1 min read
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1 min read
Buy side due diligence for manufacturer
Financial due diligence leads to successful price reduction for company acquiring a $50 million manufacturer.
Case Study May 31, 2017 1 min read

Our Team

Our national private equity practice is dedicated to delivering value throughout the investment life cycle. Our expertise and experience mean we quickly come to understand your fund, and we take a personalized approach to best help you reach your specific goals.

We serve more than 600 private equity and portfolio clients, ranging in size from start-up funds to those with more than $1 billion under management. Through active ACG  involvement across the nation and our investment banking affiliate, PMCF, we stay out ahead of industry issues and continuously scan the horizon for potential acquisitions that might fit your portfolio.