Private equity consulting
RSM has deep roots in private equity
2,900
Private equity and venture capital relationships
4,500+
PE-backed portfolio company clients
1,100
Transactions completed annually
88
Our clients include 88 of the top 100 firms in total AUM
850+
M&A professionals
Private equity outlook
Private equity firms are navigating a complex environment marked by increased market uncertainty driven by tariffs, taxes and their potential economic impacts. Optimism has shifted to caution as firms deal with higher interest rates, tighter credit, liquidity pressures on limited partners and a slowdown in exits and initial public offerings.
Private equity services & solutions
PE firms are leaning on RSM’s private equity consulting services to overcome the challenges associated with market volatility and longer holding periods.
M&A transaction advisory
RSM empowers PE firms to make confident, data-driven investment decisions by delivering deep industry insights, rigorous due diligence and seamless transaction execution support. We help you identify the right opportunities, mitigate risks and accelerate deal success.
Value creation
RSM works with PE firms and their portfolio companies to unlock growth, enhance operational efficiency and drive long-term enterprise value. Our hands-on, data-informed approach delivers a measurable impact from day one.
Fund management
RSM supports private equity firms with comprehensive fund management solutions that promote compliance, transparency and investor confidence. We help you streamline operations so you can focus on delivering returns.
Success story: M&A transaction advisory
100+ stores integrated in 20 days, $500K saved in transaction fees
Results that matter
- Conducted tax, financial, IT and cyber due diligence, saving over $500,000 in transaction fees
- Developed and implemented integration strategy and IT support for 134 stores
- Transitioned acquisition in 20 days through our integration management office
Success story: Value creation
$5M+ in EBITDA captured for expanding health care clinic network
Results that matter
- Guided the acquisition of a $100 million network of outpatient health care clinics in under seven weeks
- Within the first 100 days, migrated 500 employees into a human resources information system
- Generated $5.1 million in EBITDA from labor and nonlabor synergies
- Realized $700,000 in savings from consolidation of electronic medical records and contracts
Success story: Fund management
Turnkey fund administration and new tech free up time for strategic focus
Results that matter
- Transitioned a fund with $7 billion in AUM to outsourced fund administration and management company accounting
- Enabled the chief financial officer to focus on strategic initiatives through our high-touch relationship
- Managed the technology upgrade from spreadsheets to the Allvue Systems platform
Solutions for private equity firms and their portfolio companies
Why choose RSM for private equity consulting?
Middle market focus
Partner-led engagements and dedicated relationship managers
Fact-based insights enhanced by experience
Unmatched depth in technology transformation
Relentless focus on measurable impact
Related insights
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