Private Equity

Maximize Your
Portfolio Value

Private equity firms and their portfolio companies are under great pressure to deliver stakeholder value. You need a partner who will leverage extensive industry knowledge, provide data-driven insights, and help you navigate the intricacies of the entire transaction and value creation lifecycle.

Your Redpath team of CPAs and private equity advisors can help you identify strategies, unlock new opportunities, be nimble, and deliver value and growth to all your stakeholders. From pre-transaction support to post-close services, you can count on your Redpath advisor to drive smart and strategic growth in a rapidly changing landscape.

Our collaborative and transparent approach to working with deal teams and portfolio companies will help you maximize enterprise value and execute a seamless transaction, post-close transition, and eventual exit. 

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Services

Strategize

Your private equity team will provide the strategic and financial insights you need to maximize the value of your portfolio throughout the transaction and business lifecycle—from acquisition to hold period to eventual exit.

Buy-Side: Growth & Target Strategy
LOI Support
Quick-Hit Assessments
Due Diligence & Quality of Earnings
Financial Analysis
Initiative Development & Execution
Carve-Out Acquisition Strategy & Execution
 

Enhance

Maximize your portfolio value during your hold period, and get expert financial analysis, optimize operational efficiencies, and enhance reporting transparency that support your strategic initiatives for growth and profitability. Your private equity advisors will provide you with an in-depth look into your financial health, identify areas for improvement, and support decision-making processes to maximize value creation and achieve your investment objectives.

Transaction Readiness
Transaction Management
Tax Structuring
Due Diligence & Quality of Earnings
Synergy Identification & Integration Planning
Technical Accounting
Operating & Organizational Model Design
Roadmap & Milestone Planning
Change & Communications Management
Technical Accounting
Tax Advisory
Audit and Assurance / Audit Readiness
Carve-Out Financials
Financial Reporting
Fractional CFO / Financial Management
Opening Balance Sheet
Financial Reporting
Closing Advisory
 

Exit

Plan for the most optimal exit and the best timing by clearly understanding the financial performance of your portfolio companies—including revenue growth and profitability—along with an assessment of their market position to maximize investor value.

Sell-Side: Goal Identification & Process Definition
M&A Readiness & Diligence Planning
M&A Divestiture Advisory
Tax Strategy
Wealth Services
 

Recent Private Equity Insights
How to Make Your Business Attractive to Private Equity Firms

 

March 1, 2022 - In many industries, we are seeing a growing presence of private equity groups as...
Best Practices for Approaching the Closing Table in the M&A Process

 

Mergers and acquisitions are not “business-as-usual” financial transactions. There is a lot at...
Three Things to Know About Selling Your Business Before You Do It

 

March 25, 2021 - "Should I sell my business?" It's a question every owner asks themselves sooner or...
 

Your Private Equity Leadership Team
Mike Traeger
Mike Traeger →

Director
Private Equity Strategy &
Business Development
 

Thought Leadership

Gain valuable knowledge from Redpath’s team of experts via blogs, podcasts, and newsletters