Private Equity Services
Top reasons to partner with Aprio Private Equity
Today, PE investors and portfolio companies seeking funding must be extra vigilant to mitigate transaction risks and act quickly on opportunities to maximize return on investment.
Partner with Aprio for fast access to the services and expertise to manage risk, drive growth and increase return on investment across the investment lifecycle.
GET IN TOUCHMichael
Levy
CPA
Partner-in-Charge, Aprio Private Equity and Transaction Advisory Services
770.353.7168
Experience that delivers results
Realizing synergies and achieving profitable growth in today’s volatile market requires insight and depth of expertise. Aprio Private Equity delivers the experience you need.
Who we work with
Realizing synergies and achieving profitable growth in today’s volatile market requires insight and depth of expertise. Aprio Private Equity delivers the experience you need.
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Private Equity Firms
Whether you need to advance performance of your existing portfolio or need to manage risk and increase the value of pending transactions, Aprio commonly works with Private Equity firms with aggregate fund sizes up to $6 billion. -
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Portfolio Companies
Portfolio Companies Aprio partners with pre-transaction and PE owned companies to optimize financial and operational performance to meet revenue projections. We work with transactions valued from $25M–$250M.
Industry Expertise
Having a partner that understands the financial, tax, operational and economic drivers that impact performance within your specific industry is essential. Aprio has deep experience in the industry segments that drive today’s global economy including:
Manufacturing and Distribution
Technology
Retail, Franchise and Hospitality
Professional Services
Healthcare
Real Estate and Construction
Minimize risk and maximize profitability
Forecasting future revenue utilizing historic financial performance metrics requires far more than routine due diligence. Partner with Aprio for deeper insights and expertise to enhance shareholder value.
Increase ROI across the investment lifecycle.
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Mitigate transaction risks – Pre-acquisition, Aprio conducts a quality of earnings analysis, identifies and quantifies tax risks, efficiencies and red flags, and IT risks that can have an adverse impact on transaction value.
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Increase profitability through tax structuring – Aprio can help you achieve maximum return of investment by assessing your existing financial and tax structure to mitigate your tax burden.
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Improve performance – Your Aprio advisors monitor and analyze KPIs and performance metrics to proactively identify opportunities to improve operational and financial performance.
Resources
RESOURCES
Downloads
Webinars
Real Estate & Construction 2021 and Beyond M&A
57:14
Aprio’s Private Equity team brings together Real Estate & Construction leaders to take stock of the new normal and discuss what’s next.
Technology 2021 & Beyond M&A Webinar
45:58
Aprio’s Private Equity team brings together Technology leaders to take stock of the new normal and plan for the future.
Services for acceleration
Aprio Private Equity is a single source business advisory partner for PE firms and pre- and post-transaction portfolio companies. Our integrated teams share information and coordinate project dependencies to shorten response times and accelerate growth.
Transaction Advisory Services (M&A)
Help businesses pursuing M&A transactions and Private Equity investment prepare for transactions through comprehensive financial, IT and tax due diligence.
Tax
Maximize profitability through domestic and international tax structuring. Avoid costly fines and stay in compliance with multi-jurisdiction sales and use tax optimization and compliance.
Enterprise Risk Management
Identify the right risks, personnel, processes and internal controls you need to address to achieve greater return on invested equity. Aprio’s operational assessments and process improvement strategies help you control costs, manage risks and advance business performance.
Business Technology Consulting
Connect business services with technology. Our team helps PE and portfolio companies with both pre- and post-acquisition technical strategies for operational sustainability, cloud migrations, governance, process controls and workflow automation. Aprio also delivers Enterprise Resource Planning (ERP) solutions for order to cash, general ledger financial reporting, contract, workforce, inventory and supply chain management, as well as procurement and 3pl automation.
Business Valuation
Understand achievement of synergies and cost realization for each investment. Aprio provides a comprehensive suite of financial reporting and tax-centric valuations to help PE firms lower regulatory risk by consistently performing valuations across your funds and at the portfolio company level.
Audit & Assurance
Drive strategic insights through financial and non-financial reporting for regulatory and contractual compliance, IT and vendor risk management. Aprio’s remote audit services deliver the efficiency, accuracy and communication you need with less business disruption.
Outsourced Cloud Accounting
Gain transparency into small- to mid-sized growth company performance and control costs. Collaborate with dedicated outsourced accounting, finance, payroll and HR teams through custom, automated, cloud-based accounting systems that provide timely access to accurate up-to-date financials via easy-to-read dashboards. Save 25-50% versus the cost of hiring a full-time controller.
Data & Analytics
Save time, reduce expenses and make better use of your data to solve complex business problems. Aprio provides consulting services and solutions for organizations of all sizes that improve data quality and analytics capabilities by leveraging automation, artificial intelligence and machine learning.
Blockchain Consulting
Navigate the domestic and international challenges related to tokenization and crypto transactions with Aprio’s Blockchain Consulting group. Solutions for PE investors and companies on the blockchain include: Corporate & Individual Tax Returns, Tax Provision (ASC 740); Financial Statement audit and attest services for stable coin and Smart Contracts; and information security services including SOC reporting, ISO 27002, HIPAA, HITRUST, GDPR and PCI-DSS compliance.
Private Client Services
Aprio’s high net-worth PE investor and business owner clients enjoy a better more convenient wealth management experience that coordinates financial, estate, tax and investment planning.
ADVISORY
Leverage our growing suite of advisory services to transform your business, manage risk and support profitable growth.
ASSURANCE
Provide the financial, non-financial and information assurance reporting and attestation that clients, stakeholders and regulators require.
TAX
Get comprehensive tax services for you, your family and business, plus specialty tax services including international, state and local tax and tax credits and incentives.
Private Client
Integrate financial planning, investment management and tax services to help you achieve your goals.
Outsourced Accounting
Control costs and scale your business with technology-enabled outsourced accounting solutions that offer on-demand access to financials and expert advice.