Private equity

The private equity landscape is complex and dynamic, and you need more than just solid footing to stay ahead. Our private equity services help you thrive.

Trending business insights in private equity

Curated content to keep you informed
Research
RSM US Supply Chain Special Report 2025: U.S. and Canada
An RSM US survey finds middle market supply chain decision makers are prioritizing technology investments, compliance and outsourced services. Read more.
Article
Vigilant private equity cyber risk management is critical
RSM cautions about private equity cybersecurity following the release of the RSM 2025 MMBI Cybersecurity Special Report. Read more.
Article
Driving data value post-close through exit
RSM advisors share insights on driving data value post-close through exit for private equity investments. Read more.
Article
FAQ: Key factors in software due diligence for M&A
Discover essential strategies for thorough software due diligence in M&A, focusing on security, compliance and team evaluation.
Article
The future of private equity fund administration
RSM details the future of private equity fund administration and how CFOs are driving private equity operations. Read more.
Article
AI for C-suite leaders
RSM provides insights into AI business use cases for middle market C-suite business leaders. Read more.

Private equity services that give your business a competitive advantage

Middle market companies continue to be the primary area of investment by private equity firms of all sizes. As the business landscape continues to shift and the deal-making environment grows more competitive, maximizing value creation and preservation of investments is even more essential—and challenging.

We are uniquely positioned to help solve your challenges. Our advisors' extensive experience in private equity and across several industries enable them to understand your business and needs. Whether your needs require fund-level management, M&A transaction support, portfolio company optimization or exit planning and readiness, we’ll help you create comprehensive solutions to maximize value in and across your portfolio.

Our hands-on private equity team takes a client-centric approach to both your largest and smallest challenges. From adapting to the complexities of conducting business in an increasingly virtual world to incorporating ESG and sustainability into how you conduct business, we’ll help you identify, create and capture value—today, tomorrow and into the future.


Private equity clients benefit from our specialized experience across the entire ecosystem

Where there are challenges, we see opportunities for growth

RSM audit, tax and consulting services for private equity

We help executives thrive by offering solutions focused on your goals based on a deep understanding of your industry
gear, coding, hands, cybersecurity
AI, analytics and cloud services
Automation solutions
Financial accounting services for transactions
M&A360™
NetSuite for private equity
NetSuite for private equity firms
Private equity cybersecurity services
Private equity technology services
computer with chart and graph
RSM Fund Services+ | Fund administration done differently
clipboard, papers with paper clip
Strategic finance and financial planning and analysis
Meet our RSM team of trusted leaders
Our private equity-focused professionals are here to help you succeed
  • Don Lipari
    Private Equity Leader and Enterprise Channels Leader
  • Gavin Backos
    Private Equity Consulting Co-Leader
  • Michael Fanelli
    Michael Fanelli
    Private Equity Consulting Co-Leader
  • Paul Guirovich
    Paul Guirovich
    Partner
  • Kerensa Butler
    Partner
  • Colin Sanderson
    Private Equity Fund Audit Leader

Contact our private equity professionals

Complete this form and an RSM representative will be in touch shortly.

"