Private Equity

At BKD, we understand private equity is about the lifecycle of selected investing, portfolio management and successful realization. We also understand you want insights to highlight the target company’s strengths, weaknesses, potential risk areas and improvement opportunities to help you manage, operate and sell a successful business. Our middle market focus brings relevant expertise and due diligence to help private equity firms make informed decisions, manage uncertainty and create value.

Our private equity group’s in-depth expertise and experience comes from assisting with hundreds of transactions. We can quickly identify and quantify issues and provide meaningful due diligence and transaction solutions, such as business models, cash flow models and working capital engagements. We offer the comprehensive services expected of a top 10 firm at a middle market rate structure.

As part of Praxity, AISBL, a global accounting alliance, BKD has a global transaction reach. Our international tax team combines cross-border transaction experience with local tax knowledge to assist you in planning and complying with often complex international tax rules.

BKD’s broad range of private equity services can help you avoid the confusion and cost of managing multiple sets of advisors. Our private equity group supports clients at each stage of the investment timeline.

Our team can provide:

• Pre-acquisition services—solutions to identify value drivers and exposures, and to structure the transaction to help manage risk
• Financial due diligence—solutions to help understand a target’s strengths, weaknesses, potential threat areas and improvement opportunities
• Transaction tax services—tax structuring, federal, state and local tax diligence, and specialty tax services
• Information technology due diligence—solutions to assess, integrate or enhance a company’s information technology capabilities
• Operations due diligence—insights on operational deficiencies, suggestions for improvements and potential ways to reduce costs
• International tax services—solutions to help avoid pitfalls while seizing foreign opportunities and help with planning and complying with often complex international tax rules
• Forensics and valuation services—solutions to investigate fraud and address litigation issues
• Portfolio management—solutions to help transition newly acquired companies to professional ownership and help improve performance
• Portfolio divestitures—solutions to help prepare the portfolio company for sale
• IT Risk Services (ITRS)—solutions to help a portfolio company with the development and evaluation of internal controls
• Assurance – solutions to help to ensure a smooth transfer of knowledge
• Employee benefit plans—design, administration, audit, tax, investment and consulting solutions
• Corporate finance services—mergers and acquisitions, management buyouts and ESOPs, securing financing and exit strategy planning services
• Transaction services—solutions to help in your investment decision and post-acquisition integration