Private Equity Groups

Transaction Advisory. Fund Services. Portfolio Services.

Middle-market companies continue to be the primary area of investment by private equity firms of all sizes. And once the deal is completed, maximizing the value of these investment companies is a must. With 80 years of experience serving midsized companies, we offer a unique perspective on how they operate - and know how to help you create value throughout the private equity life cycle.

We provide a single point of contact for all service teams working with you domestically and globally, whether your needs involve portfolio and fund-level management, transaction support, fundraising or exit strategy. When new tax laws or regulations in areas such as health care affect your investments, we bring together professionals with functional and industry expertise to help you navigate these changes.

Most Popular Insights

2012 Private Equity Survey
Annual survey finds PE firms spurring growth for investors and the economy. Firms are focusing on a variety of performance improvement initiatives, with a growing trend towards greater operational involvement at portfolio investments.

Fair value for PE funds: What's your risk appetite?
McGladrey's Larry Levine, financial advisory services partner, discusses in The Deal magazine why a comprehensive risk management system can help firms communicate their valuation processes with investors, regulators and stakeholders.

A Guide to Accounting for Business Combinations – Second Edition
This edition addresses many insights gained as a result of the application of Topic 805, “Business Combinations,” since its effective date in 2009.

IT optimization in a post-close environment
Learn how you can optimize technology assets in a post-close environment in this article for Private Equity International's Portfolio Monitoring Supplement, authored by McGladrey Partner Jim Cashin with Consulting services.

Negotiating working capital targets and definitions
Working capital is critically important in the operation of a business, and requirements vary from company to company. When buying or selling a company, agreeing on a working capital amount often presents a significant obstacle.
Successfully Navigating Due Diligence in a Competitive Deal Process
Quality sellers are commanding interest from multiple buyers, affording sellers the luxury of granting exclusivity very late in the deal process, if at all.
10 Mistakes to Avoid When Selling Your Business
Many owners fail to take the steps necessary to obtain top value for their companies. Read about common mistakes that keep owners from maximizing their return when selling their companies.
The Impact of Accounting on Private Equity Exits
(The Deal)

As the number of private equity exits continues to rise, so do the risks posed by improper accounting. Now is the time to make sure that everything is in order, given that any accounting issues should be resolved a full year or 18 months before an exit.
Buyer Beware — Ignoring IT Due Diligence Could Lead to Costly Problems
According to leading independent IT research firm Gartner, 2009 went down in history as the worst year ever for IT growth. What does this mean for the transaction process? Outdated, undersized, non-standard or custom-developed platforms point to cost, data integrity, regulatory and security risks.