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Private Equity

With private equity firms being challenged to do more with less, you need a strategic business advisor. Serving more than 900 private equity firms and portfolio clients nationwide, we provide financial, tax, transaction, strategy, operations, and technology expertise through the investment life cycle. From helping you strategically evaluate target investments and efficiently close transactions, to defining priority initiatives and mapping out a value-creation plan, to helping you get the most value for your investment at exit, we’re an extension of your team, focused on your success.

We hand-select each team and scale our approach to serve your unique dynamics including industry, size, and complexity. And because we’re not structured with competing office profit centers, you receive the best resources to meet your goals. We focus on the middle market and have decades of experience working with the same companies you're investing in. Our deep insight into opportunities and challenges helps you make more informed decisions and maximize your investment value.

 

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

 

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Private equity tackles value creation

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2 min read
Operational improvements to achieve private equity value creation
There are three critical ways to both protect and grow value through operations: lead differently, optimize for the future, and measure for success.
Dave Plomin
Article September 22, 2017 2 min read
Increase private equity value with IT assessment and strategy
Craig Zampa
Article September 27, 2017 4 min read
Upgrading the finance function for your private equity acquisition
Brad Rummel
Article September 12, 2017 3 min read
Prevent private equity value erosion with proper tax planning
Tim Addison
Article September 14, 2017 3 min read

Private equity integration and value creation guidebook
Strategies to maximize value during the holding period

Critical due diligence considerations

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4 min read
Uncover issues and prepare for action with IT due diligence
What IT risks and costs are you inheriting with your acquisition? If your target meets any of these four criteria, don't skip due diligence.
Doug Hockenbrocht
Article June 16, 2017 4 min read

Private equity due diligence guidebook
Tactics to mitigate uncertainties and invest with greater confidence

Related Events

  • Capital Roundtable PE Investing in Healthcare Practice Management Companies
    Plante Moran is excited to sponsor the upcoming Capital Roundtable conference in New York City and hear about private equity investing in healthcare practice management companies.
    Event October 19, 2017 1 min read Upcoming
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  • FUND Conference
    Plante Moran is pleased to sponsor the 2017 FUND Conference, which brings thought leadership to Chicago to bridge the gap between early stage investors and growing companies.
    Event Oct. 26, 2017 1 min read Upcoming
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Private Equity Thought Leadership

  • Private markets highlights from H1 2017
    Three key themes characterized private markets in the first half of 2017: A high level of fundraising; Elevated deal pricing, and; A moderating pace of capital deployment and exits. Find out more from our experts on page 16 of the ACG New York Middle Market Report.
    Mark Corombos Wealth Management Erin Goss Wealth Management Casey Veach
    Article September 20, 2017 1 min read
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  • 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
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  • Mitigating risk and identifying potential: A case study for operational and commercial due diligence success
    View our on-demand webinar, hosted in partnership with ACG Global, to discover the benefits of deploying operational and commercial due diligence to mitigate risk and achieve higher ROI.
    Webinar August 29, 2017 46 min watch
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  • Revenue recognition: What private equity needs to know
    Plante Moran was pleased to partner with ACG to present a webinar discussing the impact of the new revenue recognition standard and how it relates to private equity funds.
    Webinar January 19, 2017 59 min watch
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  • How rollovers can run afoul of anti-churning rules for intangibles
    If your business is acquired and you wind up with a greater-than 20 percent share of the buyer, pre-acquisition due diligence needs to make sure that the buyer’s ability to amortize intangible assets isn't limited.
    Michael Monaghan Jeremy Sikkema
    Article June 28, 2016 1 min read
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  • Sale readiness and the value proposition of seller’s due diligence
    Thinking of selling your business? Careful transaction planning is critical to minimizing the risks and streamlining the transaction process. Use these three steps as your keys to unlock the value within your business.
    Article May 31, 2017 9 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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  • 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
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  • Portfolio acquisitions: Valuing intangibles
    If your private equity firm is performing the valuation of intangible assets of a portfolio company to satisfy the accounting requirements of ASC 805, our observations, best practices, and examples can help.
    Richard L. Lies, III
    Article February 03, 2016 9 min read
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  • Private equity revenue recognition resource guide
    Pre and post-deal revenue recognition considerations for private equity firms.
    July 02, 2017 10 minutes read
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  • 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 Jennifer Fiebelkorn
    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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  • 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
    Image of a woman doctor
  • Attain business goals with profits interests
    Profits interests can help LLCs attract, retain and reward employees, provide tax benefits, and support business objectives. Here's what you need to know to use them strategically.
    David Howell
    Article August 08, 2017 4 min read
  • 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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  • Due diligence and state taxes: What you don’t know can hurt you
    A thorough pre-transaction analysis can help to eliminate surprises and allow the seller to correct deficiencies wherever possible.
    Michael Monaghan Jeremy Sikkema Stephen Palmer
    Article December 07, 2016 3 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 Jeremy Sikkema
    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.
    Ron Cook
    Article January 26, 2016 5 min read
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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

We understand the challenges private equity firms are facing. Our multidisciplinary team of over 350 private equity specialists provides the insights you need to build value throughout the investment life cycle. We take a personalized approach, mapping a strategy to achieve the results you seek and delivering flexible solutions based on your distinct needs. We see ourselves as a partner and extension of your team, helping you formulate strategies to solve complex issues.