Private equity value creation
Private equity due diligence guidebook
Considerations for today's ultra-competitive marketplace
Tax implications of acquisitions
Private equity revenue recognition guide
Pre and post-deal considerations
ACG New York Private Equity Dealmaking on the BeachACG New York and ACG Philadelphia present a unique meeting opportunity called "Private Equity Dealmaking on the Beach".
Mitigating risk and identifying potential: A case study for operational and commercial due diligence successJoin 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.
ACG Great Lakes Capital ConnectionConnect 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.
ACG Chicago Midwest Capital ConnectionPlante 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.
Private Equity Thought Leadership
Don't neglect tech: Cybersecurity is key to due diligenceAn independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
Good news: Testing for goodwill impairment just got simplerIf 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.
Evaluate risk and determine growth potential with commercial & supply chain due diligenceMaximize 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.
Rolling up medical practices? Here are five steps to takeThese 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.
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.
The value of equity-based compensationTotal 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.
Due diligence and executive compensation: Supporting the reasonableness of salariesIf 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.
Benefits of a post-transaction state & local tax profile evaluationA post-acquisition review of state and local tax obligations may help your business comply with requirements you may not even know existed.
Volatility and value: Equity compensationA 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.
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.
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.
Areas of Focus
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.
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.