We work with private equity funds and middle market teams to navigate today’s toughest financial decisions. Whether it’s a transaction, a valuation question, or a technical accounting challenge, we take the time to get to know each situation and stay close to the work until it’s done right.
Middle market PE raised globally in 2025 alone.
Building and managing a middle market portfolio means the work doesn’t stop at the deal. Diligence has to be right, valuations must hold up, and portfolio companies need real financial support after close. We work with PE funds across all of it, so they don’t have to stitch together multiple partners to get there.
Growth, a pending transaction, or a new owner all have a way of surfacing issues that weren’t on anyone’s radar. We work with portfolio companies, privately held businesses, and family offices to sort through them, whether they’ve been through it before or not.
We work in your industry. Not just around it.
Financial risks and value drivers in healthcare don’t look anything like those in software or construction. We’ve worked deeply enough across each sector to know the difference and can spot the issues a generalist would miss.