Private Equity
Investing in What Scales
Focused Growth in Accounting, Tax & Financial Services
Who We Serve
PE firms acquiring CPA, tax, or financial services firms.
Investors focused on multiple arbitrage & vertical integration.
Platform builders consolidating professional services.
Firms seeking leadership talent to drive post-acquisition growth.
Key Industry Challenges
..and how we solve them
Roll-Ups Require Talent
Most CPA and financial services firms lack strong succession planning. If leadership gaps aren’t addressed pre-acquisition, the deal risks post-close attrition and value loss.
Our Solution:
We structure M&A, talent acquisition, and service expansion to ensure MFOs are built to last.
Scaling Professional Services
More than EBITDA multiples
The most successful firms don’t just acquire revenue—they integrate, optimize, and expand service offerings to maximize operational leverage.
Our Solution:
We help firms expand into tax, wealth, and advisory services, ensuring that acquisitions drive long-term growth, not just short-term arbitrage.
Post-Acquisition Integration
Retention & Optimization
PE-backed acquisitions fail when culture, client relationships, and leadership misalign.
Our Solution:
We align deal structuring, post-close leadership placement, and service model optimization to maximize long-term value.
Our Services for
Private Equity Firms
Get in touch!
Let’s structure acquisitions that create lasting value.