Private equity case studies

See how RSM has helped private equity firms in all stages of deal flow

Cost-effective approach to an integration for a smaller transaction

Outsourcing integration management led to measurable impact for a PE-owned SaaS provider to the long-term care market.

Carve-out prepares aviation-handling provider for takeoff

Joint venture between an airline and private equity firm combined service offerings to create a premier aviation-handling provider

Global crossteam collaboration beats TSA clock on PE carve-out

Learn how RSM leveraged its web of advisors to troubleshoot and helped the carve-out stand up its operations as quickly as possible.

RSM helps IT security company proactively address GDPR compliance

With extensive GDPR resources and experience, RSM helped Imprivata understand what data was subject to the law and become fully compliant.

Motive Partners: Driving success with finance & accounting outsourcing

Motive Partners, a next-generation investment firm shares their story on leveraging RSM’s finance and accounting outsourcing (FAO) solution.

RSM helps private equity group proactively manage cybersecurity risks

RSM conducted a cybersecurity assessment for The Compass Group, increasing awareness of key risk areas and potential process improvements.

RSM guides speedy transition for carve-out, on time and under budget

Learn how RSM helps a private equity client through a fast-paced carve-out transition needing infrastructure and technology system renewal.

M&A Deal Negotiation

Read about RSM's recent M&A deal negotiation that helped a client reduce the purchase price of an acquisition by $4 million in this case study.

Lakeside Capital boosts visibility, agility efficiency with NetSuite

RSM implements cloud-based NetSuite solution for Lakeside Capital, enhancing flexibility, access and reporting speed


To discuss how our team can help you solve your issues and address your business concerns, contact us by phone 800.274.3978 or submit your questions, comments or proposal requests.