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Private Equity Firms

Achieve maximum value from your investments with guidance from an advisory team that understands your firm’s goals and is genuinely invested in your success.

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Navigate complex transactions effectively

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Implement strategies for portfolio optimization

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Rely on seasoned professionals for advice and support

Advisory Professionals to Boost Your Portfolio Performance

In today's competitive landscape, Private Equity (PE) firms must optimize portfolio performance while effectively managing risks. Our team of experienced assurance, tax, and advisory professionals are committed to the success of your PE firm and its portfolio companies.

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Customized Private Equity Solutions

Our services are designed to meet the unique needs of private equity firms like yours. We offer a wide range of services, including:

  • Pre-acquisition due diligence (financial, HR, IT, and cyber due diligence)
  • Transaction advisory and strategy
  • Post-acquisition integration and support
  • Talent Acquisition and development
  • Exit planning and sell-side support

  • Portfolio company performance improvement
  • Tax strategy and structuring
  • Compliance and regulatory support (e.g., ASC 805 and 409(a))
  • Security compliance and risk management (e.g. SOC reports and HITRUST)

“HoganTaylor meets all of our needs."

“We've had the pleasure of parterning with HoganTaylor for several months, and our experience has been consistently positive. Their remarkable expertise is matched by their prompt responses and unwavering commitment to meeting promised timelines. The excellent work of their team has left us truly impressed.”

 

—Nikiforos Panorios, President

    Regimen Holdings Inc.

 

 

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Experienced Professionals Committed to Your Success

At HoganTaylor, we blend the expertise you expect from the nation’s largest accounting firms with an unexpected twist — personal attention and commitment to the success of your PE firm.
 
 
Aaron 450x500 recolored

Aaron Ackerman, CPA, CGMA

Advisory Partner
Bryce Murray - 450 x 500-2

Bryce Murray

Talent Principal
Barrett Belew - 450 x 500-2

Barrett Belew, CPA

Assurance Partner
Clay Glasgow - 450 x 500-1

Clay Glasgow, CPA, ABV, CFF, CFE

Advisory Partner
Kevin Hearn 450 x 500

Kevin Hearn, CPA, CISA

Risk Assurance Partner
James Keehn - 450 x 500-1

James A. Keehn, CPA, CGMA

Tax Partner
Ginger Meister - 450 x 500

Ginger Meister, CPA

Tax Partner
Chris Prewitt - 450 x 500

Chris Prewitt, CPA

Tax Partner
Susan Richards - 450 x 500

Susan Richards, CPA

Assurance Partner
USE - Jeff Wilkie - 450 x 500

Jeff Wilkie, SPHR, SHRM-SCP

Talent Principal
Austin Bryan - 450 x 500

Austin Bryan, CFP®

Senior Wealth Manager
Paige Rice - 450 x 500

Paige Rice

Talent Coordinator
Shaun Yeh - 450 x 500

Shaun Yeh, JD

Principal
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Move forward with confidence

One of the most difficult situations to manage is uncertainty. Let us help you manage all your complex business challenges and move forward with greater certainty.