Optimizing private equity portfolio operations

Accelerating value creation for each investment

Delivering enterprise value through cost restricting, technology optimization, and process enhancements is central to the operating strategy of almost all private equity firms. Enabling private equity owned portfolio companies to cut costs and drive growth to deliver overall enterprise value is paramount to the health and success of the firm.

At RSM, we support your company’s strategic goals by programmatically apply critical assets, methodologies and industry expertise throughout the investment lifecycle to help maximize operational performance and return on invested capital. Our collaborative approach and flexible options deliver real results – fast.

Whether you are acquiring a target or integrating an acquisition, planning for an IPO, or looking to automate financial reporting and close your books more quickly, RSM is committed to partnering with you to deliver specialized, unique, objective advice and support to clearly understand your options, opportunity, risks and challenges.

Additional insights that may be of interest to you


Private equity firms may inherit data attacks from acquisitions

Private equity firms acquiring a new business could be held responsible for existing ineffective security strategies and resulting breaches.

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Optimizing private equity carve-outs for growth

To maximize shareholder value for carve-outs, private equity firms need to break free of transition services agreements as soon as possible.


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RSM national enterprise leader for the family office practice at RSM US LLP, moderates a panel for the Association of Corporate Growth.


The Automation Opportunity in Private Equity

Private equity firms are increasingly helping their portfolio companies automate tasks that were once manual and expensive. Watch and learn.


D.C. eliminates terminating business exclusion for UBT

Effective Jan. 1, 2021, the long-standing terminating business gain exclusion for unincorporated business tax purposes is eliminated.

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Tax Court holds improperly documented management fees not deductible

Management fees paid to shareholders not made purely for services and unreasonable in amount are not deductible under section 162.

  • Nick Gruidl, Sarah Lieberman, Eric Brauer