Aprio Formalizes Private Equity Services Team
Providing comprehensive services to private equity groups and corporate buyers across the United States
Aprio LLP, a nationally recognized top 50 CPA-led business advisory firm, announced the formation of Aprio Private Equity, an integrated service team and comprehensive offering designed to meet the growing needs of private equity and strategic buyers and sellers in the middle market. Building on Aprio’s ten-year history of providing transaction advisory services, the team will provide fund services, post-merger integration services, portfolio services, and exit strategy services in addition to transaction advisory services to drive value at every stage of the investment lifecycle.
Averaging 80 transactions annually with buy and sell-side deals ranging from $1 million to $300 million, Aprio’s dedicated private equity specialists leverage their breadth of domestic and international experience to help clients through all stages of the transaction lifecycle. Aprio’s 40 plus private equity clients, ranging in fund sizes up to approximately $6 billion, invest in a variety of industries including Healthcare, Technology including software, Manufacturing & Distribution, Education, Retail & Hospitality, and Professional Services.
“Aprio Private Equity will draw on our advisory, audit and assurance, tax, wealth management and outsourced accounting services expertise to provide an integrated approach to our private equity clients that will create opportunities for improved financial and operational performance, minimized tax liabilities, and elevated marketplace credibility,” said Richard Kopelman, CEO and Managing Partner of Aprio.
Aprio Private Equity is led by Michael Levy. Levy has 25 years of experience in audit, merger, acquisition, and divestiture due diligence and structuring. He has served clients across a variety of industries with transactions varying in size from $1 million to $10 billion.
“Our goal is to generate greater return for investors, and we saw an opportunity to expand on our full-service offering to help private equity firms find success in the post-COVID-19 world and beyond,” said Levy. “Transaction markets continuously evolve in order to accommodate changing economic realities, so it’s vital to improve deal performance and remove uncertainty from identified transaction risks while focusing on enhancing performance of existing investments.”
As a part of Aprio Private Equity, the firm is launching a webinar series, called COVID-19 Private Equity Reset: Creating Value in a New World. The series will focus on topics including portfolio company performance improvement, COVID-19 related tax resources, evolving approaches to due diligence, cybersecurity, and restructuring and turnaround resources. For more information about Aprio Private Equity and to sign up for the webinar series, visit https://www.aprio.com/covid-19-private-equity.
Aprio is a premier full-service, CPA-led business advisory firm based in Atlanta, Georgia, that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourced accounting solutions and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Biosciences. In 65 years, Aprio has grown to over 550 team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 40 countries. In addition to its Atlanta headquarters, Aprio also operates in Birmingham, Ala. and Charlotte, Greensboro, Mt. Airy and Asheboro N.C. For more, visit https://www.aprio.com.