RSM
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 37,500 people…
RSM has sponsored:
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ESG in Private Equity: A ‘Tipping Point’ in Risk and Opportunity Assessment
Three private equity value-creation experts discuss the rise of ESG in private equity and how it is increasingly being used by GPs for risk assessment and value-creation. The conversation includes an overview of Bregal Partners’ history as an ESG-centric investor, aligning with ESG-focused founders, measuring ESG impact on financial performance and setting carbon-neutral goals.
November 16, 2021More -
Investing Behind the ‘Democratization of Media’
Veterans of the rapidly evolving media industry share analysis on the trends that are affecting the private equity opportunity in the space, including: Why content catalogs are so hot right now, the expanding use of music online, video games as the center of convergence and opportunities to use media-like strategies to enable e-commerce.
September 7, 2021More -
Diversity, Equity and Inclusion in Private Equity
A conversation between Victoria Budson of Bain Capital and Karen Galivan of RSM. How can alternative investment firms put in place new hiring and promotion practices that broaden the diversity of the industry? How should women returning from maternity leave be given equal footing within an organization? Why do organizations with diverse employees perform better?…
August 3, 2021More -
Private Equity as a Force for ESG Value-Creation
An interview with Adam Blumenthal, Founder and Managing Partner of New York-based private equity firm Blue Wolf Capital Partners. Blumenthal discusses his firm’s carefully constructed approach to adding value via ESG principles, as well as private equity’s unique ability to influence the practices of its portfolio companies. Also discussed – the low-hanging fruit of governance…
June 14, 2021More -
Specialty Finance Turbo-Charged by FinTech
Three advisors to the specialty finance industry describe a private equity and M&A market driven by an expectation that financial technology innovations will transform this often-misunderstood branch of financial services. Jim Chester of KBW and Brandon Hollis and Hersh Shah of RSM give their definitions of “specialty finance” and discuss the substantial overlap with the…
May 10, 2021More -
New Mountain’s Steve Klinsky: Passionate About Education
The founder of a major private equity firm discusses his project to lower the cost of college education.
March 15, 2021More -
The Tax Function as Value-Add Lever
Two veterans of the private equity tax function discuss the challenges of getting data tax-ready, the finance team’s move to high-value tax analysis, and a new RSM tax technology solution called PartnerSight. Click here to learn more about PartnerSight.
March 3, 2021More -
Life Sciences Gets a COVID Booster Shot
Three veterans of the life sciences private equity and M&A market share intel about dramatic changes in the industry.
March 1, 2021More -
What Washington Needs to Understand About Private Equity
The chairman of Washington DC-based advocacy group American Investment Council, which seeks to tell the “good stories” of the private equity industry.
February 26, 2021More -
Peloton Takes the Long-Term Lead
A former senior executive from Ontario Teachers’ Pension Plan discusses the mission of the firm he co-founded
February 22, 2021More -
New Mountain’s Steven Klinsky is Ready for New Challenges
Interview with the founder of New York-based private equity firm New Mountain Capital.
February 16, 2021More -
Gear Change for US Manufacturing
The Q4 Dealmaker Roundup podcast features experts from MiddleGround Capital and RSM. Topics include the COVID impact on manufacturing portfolio companies and deal flow, the impact that failure to adopt technology will have on smaller manufacturing companies, just-in-time vs. just-in-case, disrupted supply chains, and why some CEOs are more enthused about M&A activity than others….
November 23, 2020More -
Advent International Surveys a Booming Tech Scene
Lauren Young, a partner at Advent International, describes the impact of COVID-19 on software deals, her views on rising valuations in tech, the impact of new technology on the healthcare business, and what it’s like to do deals in a stay-at-home environment. Interviewed by RSM’s Kerensa Butler.
November 3, 2020More -
Dry Powder, Uncertain Future
US Private Equity and the 2020 Elections: RSM financial services analyst Anthony DeCandido discusses the election and economic uncertainty, and what this might mean for $1.5 trillion in uninvested private equity capital. Plus, impediments to deal activity and whether a distressed buying opportunity looms. Visit RSM’s Election 2020: Insights for the Middle Market
October 28, 2020More -
Food and Beverage Direct-to-Consumer Model Gets Second Wind
A conversation with three industry deal veterans
September 4, 2020More -
Winners and Losers in the COVID-Era Food and Beverage Industry
Part of Privcap’s quarterly Dealmaker series. Three food and beverage deal experts discuss the domination of big brands in the COVID era, the importance of supply chains, innovations in protein, and the degree to which consumer behavior has permanently changed as a result of the crisis.
September 4, 2020More -
A Distressed Investor Surveys the Damage
Rodney Cohen, Head of Private Equity at Black Diamond Capital Management, talks about which sectors he finds interesting amid the downturn, and which sectors he is likely to avoid.
September 3, 2020More -
Anatomy of a Pandemic Downturn
Having co-led the middle-market private equity business of The Carlyle Group, Rodney Cohen recently joined Connecticut-based Black Diamond Capital Management to lead the firm’s distressed-for-control business. In a wide-ranging conversation with RSM’s Don Lipari, Cohen describes his transition to Black Diamond, the firm’s approach to investing, and the right way of thinking about the “real…
September 3, 2020More -
Dealmaker: Chronic Change in the Healthcare Industry
Experts from Waterline Ventures and RSM discuss the sea change in healthcare amid COVID-19
June 23, 2020More -
Sun Capital in the Eye of the Distress Storm
A Zoom interview with the founders of Sun Capital about how the firm is faring amid economic disruption.
June 8, 2020More -
Cyber Hygiene: Important in Due Diligence and as a Business Model
Interview about cybersecurity with private equity veteran Rich Lawson of HGGC
May 26, 2020More -
A ‘New Normal’ in Mid-Cap Technology Companies
Richard Lawson of HGGC and David Van Wert of RSM discuss the precipitous drop in valuations of technology companies, the importance of the 5G rollout, and the rise of cybersecurity as a form of due-diligence and as a business plan.
April 4, 2020More -
Tricor Pacific: A Culture of Giving Back
Rod Senft, Chairman of Vancouver-based Tricor Pacific Capital, discusses his firm’s approach to charitable giving, including support for prostate cancer work and dignity for dumpster-divers.
February 17, 2020More -
Vancouver Values: Tricor Pacific’s Rod Senft
Part of Privcap’s “Powerhouses in Private Equity” interview series, Tricor Pacific Capital’s Rod Senft discusses the rise of his Vancouver-based multi-strategy firm, how he wants entrepreneurs to view him, his favorite deal, and the “joy” and “thrill” that business builders need to feel to thrive. Interview by RSM Canada’s Ben Gibbons.
February 17, 2020More -
Dealmaker Q1 2020: Deep Dive into Software Deals
This edition of Dealmaker features Privcap’s curated conversation with experts from LLR Partners and RSM who have worked extensively on software transactions. As software has grown exponentially as an industry and omnipresence in society, private capital has flowed into the sector in greater and greater amounts. Why are private equity investors so eager to own…
February 11, 2020More -
On Demand Webinar: PE Value-Add Through Cybersecurity
An expert conversation about how GPs can protect and add value via data security
As more than a few private equity investors have learned, missing cybersecurity weaknesses in portfolio companies can lead to catastrophic losses. But just as importantly, making improvements to a company’s cybersecurity infrastructure can position it for a more lucrative exit.
This…
January 7, 2020More -
Behavioral Change for Good Initiative: An Overview
Funder Marc Leder of Sun Capital gives an overview of a research initiative that explores ways for people to improve their lives. Learn more here .
December 17, 2019More -
Webinar: How ESG Improves Portfolio Companies
An in-depth discussion with veterans of private equity environmental, social and governance (ESG) value-add, including professionals from TPG, First Reserve and RSM.
December 3, 2019More -
Private Equity: What’s in it for the Doctors?
Private equity firms increasingly are investing in healthcare businesses, many of them physician practices – with doctors at the core of operations. How should doctors assess the economics of such deals? What will be the impact on care? What questions should they ask of financial partners who propose to invest in or acquire these practices?…
November 8, 2019More -
Gasket Crisis Averted: How Sun Capital Turned Around an OEM in Four Days
Marc Leder, co-founder of Sun Capital Partners, discusses one of his favorite deals – the brisk turnaround of Raybestos Powertrain, a supplier of parts to the automotive industry that was facing liquidation. An unexpected price rise saw Leder fielding worried phone calls from top car executives.
October 28, 2019More -
Dealmaker: New Frontiers in Financial Services
Privcap assembled a group of private equity experts for an in-depth conversation about the investment opportunity in financial services. Commentators include William Spiegel of Pine Brook and Anthony DeCandido and Michael Fanelli of RSM. Topics include the decline of legacy players in financial services, the futility of traditional banks serving coffee, the disintermediation of mortgage…
October 28, 2019More -
The Challenge of Building a Bot
RSM’s Dave Noonan describes how his firm helps clients deploy robotic process automation.
RPA: Where to start
Robotic process automation (RPA) is a game changer for organizations looking to drive innovation and efficiency. Private equity firms are increasingly helping their portfolio companies automate tasks that were once manual, cutting expenses and improving accuracy in the…
September 16, 2019More -
Measuring the ROI in Robotics
Robotic Process Automation is strongly associated with reducing costs in businesses, but if executed properly it can allow employees to be more efficient and focus on higher-value tasks. A group of experts from General Atlantic, RSM and Automation Anywhere shares expert views. Part 3 of a series.
RPA: Where to start
Robotic process automation (RPA)…
September 16, 2019More -
So Where Do I Start? CEOs Seek Guidance on Automation
CEOs and their private equity partners are keenly aware that automation technologies can transform their business processes, but they usually don’t know where to begin. Three experts from General Atlantic, Automation Anywhere and RSM talk about the right way to roll out an automation effort at your business.
RPA: Where to start
Robotic process automation…
September 9, 2019More -
Why Women in Private Equity Need ‘Superpowers’
Gretchen Perkins, the head of business development at middle-market private equity firm, Huron Capital, talks about the woeful lack of women in private equity and what must be done to attract more, particularly at the higher ranks.
September 3, 2019More -
Mentoring At-Risk Girls, the Women of Tomorrow
A private equity executive discusses her work with Women of Tomorrow, which helps low-income girls improve their lives and plan for college.
August 19, 2019More -
My Life as a Deal Sourcer
Gretchen Perkins, the head of business development at 20-year-old, Detroit-based, middle market private equity firm Huron Capital talks about her career path, the art of finding proprietary deals, and why entrepreneurs prefer to partner with Huron Capital.
August 19, 2019More -
Dealmaker Roundup: Q2 2019
Is valuation fatigue setting in? What does the tech IPO boom mean?
July 23, 2019More -
How Automation is Transforming Business Operations
Three experts in private equity value add discuss the incredible advances offered by automation – variously identified as artificial intelligence, machine learning and robotic process automation (RPA). Private equity firms are increasingly helping their portfolio companies automate tasks that were once manual, cutting expenses and improving accuracy in the process. The experts from General Atlantic,…
July 15, 2019More -
Flexibility: Crucial for Real Estate Investing
Three real estate investment professionals discuss the focus they put on flexible real estate when considering investments.
July 8, 2019More -
Physical Retail is Here to Stay
Part of the thought-leadership series: Real Estate in Rising US Cities. Rising US cities are attracting young people in droves who come for the jobs and the lower cost of living. What is the retail investment play in these areas, particularly when young people are more likely to use e-commerce to shop? Our three real…
June 10, 2019More -
‘Pretty Perilous:’ Sun Capital Braces for a Recession
The current economic environment and investment implications.
June 3, 2019More -
Powerhouses in PE: Marc Leder, Sun Capital Partners
The success of Sun Capital was born of hard experience and determined refocusing, according to its co-founder Marc Leder. In an interview, Leder discusses the scepticism that he and co-founder Rodger Krause faced as young ex-investment bankers trying to close deals and raise capital without an investment track record. Leder explains how the firm ended…
May 16, 2019More -
Powerhouses in PE: Rodger Krouse, Sun Capital Partners
The importance of culture, values and China at a major private equity firm.
May 5, 2019More -
Expert Q&A: Laura Dietzel of RSM US LLP
Laura Dietzel of RSM discusses the remarkable rise of innovations in automation that are affecting real estate data management.
April 30, 2019More -
Dealmaker Roundup: Q1 2019
Are sky-high multiples of EBITDA the new normal? The rise of non-bank lenders. Three experts discuss.
April 29, 2019More -
RE Deals in Thriving Cities With Lower Costs of Living
Real estate investing in secondary US cities.
April 29, 2019More -
The Trouble With Gateway Cities
Real estate investment: the trouble with gateway cities.
April 15, 2019More -
The Challenge of ESG Data-Gathering
How GPs cope with the massive amounts of data generated by ESG programs
March 29, 2019More -
How to Add ESG to a Private Equity Program
Anthony DeCandido of RSM and Paula Bosco of Activus Risk Management discuss the emerging importance of ESG in private equity.
March 19, 2019More -
Dealmaker Roundup: 2019 Outlook
Private equity deal experts explain why they are optimistic about the deal market in 2019.
February 19, 2019More -
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In Canada, TorQuest is ‘Building a Community’
Why non-profit work is so important to TorQuest’s founder.
December 4, 2018More -
On-Demand Webinar: New Reporting Rules
An expert discussion focused on new AICPA guidance, changes to revenue recognition rules, new lease accounting standards, and more.
November 16, 2018More -
Powerhouses in PE: Up Close With a Veteran of Canada’s Middle-Market
An in-depth interview with the head of one of Canada’s most seasoned middle-market private equity firms.
November 12, 2018More -
Podcast: Q3 2018 Dealmaker Roundup
Experts from Harris Williams, Preqin and RSM explain why the hot economy drove a stellar market for dealmakers in Q3.
October 15, 2018More -
Protecting U.S. Oil & Gas from Cyber Attacks
The oil and gas industry is at risk for cyber attacks, and preparing for the next attack is more than just putting the right software in place. It’s about hiring the right people.
August 20, 2018More -
Protecting Your Firm’s IT and Infrastructure
Experts weigh in on fraud and cybercrime in real estate investing.
August 10, 2018More -
Key Risk: RE Investors Who Have Known No Pain
How proper risk management and strong compliance standards can protect the funds and assets of real estate investors.
July 30, 2018More -
How to Merge Two Cultures
How can managers best assess a company’s culture and communicate a vision for success?
July 23, 2018More -
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Deal with IT Immediately
When you do an add-on and discover dozens of IT applications that need to be integrated…
June 29, 2018More -
Helping Clients Add Value Through M&A
Gavin Backos of RSM describes his firm’s integration services.
June 15, 2018More -
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Cybercrimes Can Hit Real Estate Funds and Assets
To what extent are firms in the real estate industry exposed to cybercrimes, and how can managers spot major signs of an attack?
June 12, 2018More -
Strengthen Your Back Office, Lower Your Risk
Why operational due diligence is critical in managing all aspects of your back office.
June 11, 2018More -
New Mountain Capital’s Steve Klinsky: Leaving a Legacy
The founder and CEO of New Mountain Capital discusses a stunning a 40+ year in PE, why he started his firm and how important it is to leave a legacy.
May 25, 2018More -
Powerhouses in PE: Steve Klinsky of New Mountain Capital
When Steve Klinsky, CEO and founder of New Mountain Capital sat down with RSM’s Don Lipari, he described his youth growing up in a small suburb of Detroit to eventually build a powerhouse firm that today has raised over $17 billion in capital since 1999.
May 11, 2018More -
Advancing Research into Parkinson’s Disease
The head of Argand Partners, a private equity firm, discusses his transformative role at the Parkinson’s Foundation.
May 1, 2018More -
Powerhouses in PE: Howard Morgan of Argand Partners
From Castle Harlan to globally-focused Argand Partners.
April 30, 2018More -
Dealmaker Roundup | Q1 2018 Review
An analysis of the return of mega-deals in Q1 2018, as well as the “Golden Era” for add-ons. Featuring experts from Preqin and RSM.
April 13, 2018More -
Technology Will ‘Reembody’ Financial Services
What will “better, faster, cheaper” fintech mean for financial services?
March 13, 2018More -
The Changing Mix of Energy
Pine Brook’s Howard Newman shares his outlook for global energy demand.
March 13, 2018More -
Powerhouses in PE: Howard Newman’s ‘Serendipitous’ Success
How Howard Newman went from a small town to a large private equity firm.
March 12, 2018More -
The ‘Stunning’ North American Energy Network
An interview with RSM’s chief economist discusses how withdrawal from NAFTA could rock the global energy sector.
February 21, 2018More -
Michigan Will Be Hit Hardest by a NAFTA Withdrawal
How Michigan and other U.S. states will be affected by withdrawal from NAFTA.
February 20, 2018More -
How a NAFTA Withdrawal Would Harm the Middle Market
An interview with RSM’s chief economist on the impact of U.S. withdrawal from NAFTA.
February 16, 2018More -
Deals 2018: The Mid-Market is on Fire
The middle market is on fire, but mega-fund deals are not sufficient.
February 9, 2018More -
On-Demand Webinar: U.S. Tax Reform
An expert discussion of the sweeping changes to tax legislation and how the Tax Cuts & Jobs Act may impact your fund, firm, and portfolio companies.
January 31, 2018More -
Terrence Mullen: Leveraging Innovation, Creating Value
Why Arsenal Capital is so excited about the innovative companies it backs.
November 10, 2017More -
On-Demand Webinar: The Tax Consequences of GP Restructurings
An expert discussion amid record buying and selling of management-company stakes
November 8, 2017More -
Powerhouses in PE: Arsenal’s Painful Lessons
How two of Arsenal’s first three deals provided painful lessons.
October 27, 2017More -
What’s Ahead for Global Real Estate?
What’s ahead for global real estate investment, including the shifting tax and regulatory landscape.
October 20, 2017More -
Dealmaker Roundup Q3 2017
Why the dearth of mega-deals may be near an end; Asia volume explodes.
October 16, 2017More -
The Big Challenges for Global Real Estate Investors
A discussion of the legal and regulatory challenges posed by the influx of global capital into real estate.
October 6, 2017More -
Trends in Global Real Estate Investment
Insight on the current state of global capital flows, and how they impact real estate investment.
September 22, 2017More -
The Middle-Market Is Bullish on Infrastructure
RSM’s Chief Economist discusses the new and rapidly evolving economy of infrastructure.
September 15, 2017More -
Permira’s Success with Hugo Boss
Permira’s Tom Lister talks the firm’s highly successful Hugo Boss deal.
September 15, 2017More -
A Tale of Two Labor Markets
What to do about the need for high-skill workers and the disappearance of low-skill jobs?
August 21, 2017More -
Tom Lister: What I Learned From Ted Forstmann
Permira’s Tom Lister remembers his days with Ted Forstmann.
August 14, 2017More -
Powerhouses in Private Equity: Tom Lister, Permira
Permira’s Tom Lister talks about the “fantastic” culture of the global firm.
August 10, 2017More -
Dealmaker Roundup Q2 2017
“Why aren’t there more big take-privates like Staples happening?”, ask deal veterans
July 18, 2017More -
On-Demand Webinar: Why IRS PE Audits Are About to Ramp Up
Why you need to re-write your partnership agreements—Now
June 14, 2017More -
“Black Swans” in Energy
RSM and TPG discuss outlier events that could rock the markets.
June 9, 2017More -
An Investor’s ‘Lifetime’ Commitment to Notre Dame
Jay Jordan reflects on his passion for Notre Dame University as a trustee and former alum.
May 26, 2017More -
Jay Jordan: A Tech Future for U.S. Manufacturing
Will there be a rebirth of US manufacturing?
May 26, 2017More -
TPG: Investing in the Energy ‘Bottleneck’
Why deregulation will unleash a wave of private capital in the oil and gas space.
May 8, 2017More -
New Paradigm: Oil, Gas and the U.S. Middle Market
Why deregulation will unleash a wave of private capital in the oil and gas space.
May 3, 2017More -
Inside The Surge in Software Deals
Why valuations are surging and hold periods shortening for software deals.
May 3, 2017More -
Powerhouses in PE—Jay Jordan of The Jordan Company
How a ‘Missouri boy’ founded what is today a dominant middle-market buyout firm.
April 28, 2017More -
The Risks of a WeWork Tenant
Co-working office providers like WeWork are quickly becoming the biggest lessees in the US. What does this mean for investors in office properties?
April 21, 2017More -
Dealmaker Roundup Q1 2017
Deal activity from the first quarter of 2017 is discussed – including the observation, “Where were the mega-deals?”
April 17, 2017More -
When IT Upgrades Go Smoothly (or Don’t)
What a successful IT upgrade looks like, and what signs of trouble look like.
April 14, 2017More -
Investing in ‘Creative’ Office Space
Why old Park Avenue office buildings are risky.
April 7, 2017More -
ERP Upgrade Success Stories
Stories of success attributed to better data systems in the CFO’s office.
March 24, 2017More -
Reimagining Retail
How millennial e-commerce habits are upending malls and driving logistics deals.
March 24, 2017More -
Moving From Diligence to Action Plan
The deal is done and the finance team is exhausted – time to get busy with a major ERP upgrade!
March 17, 2017More -
Real Estate Underwriting in 2017
Michael Schwartz of RSM discusses rising interest rates and risk appetite among real estate investors.
March 10, 2017More -
The Globalization of RE Capital Will Continue
An RSM real estate expert predicts continued flow of foreign capital to US property.
March 10, 2017More -
Investing in a Rental Nation
Millennials want to rent – here’s how they’re redefining real estate investing.
March 10, 2017More -
A Career Built on Emotional Intelligence
How Stewart Kohl’s career in private equity was driven by an ability to connect with people.
March 3, 2017More -
IT Due Diligence Done Right
Dave Noonan of RSM describes his firm’s approach to IT due diligence and how this supports a private equity investor’s ability to create value.
March 3, 2017More -
‘Need to Know’ is the New ‘Nice to Know’
With access to incredible data analysis tools, the CFO has become a key player in private equity value creation.
March 3, 2017More -
Dealmaker Roundup – Private Equity 2016 Review & Outlook
What drove private equity deal activity in 2016 and what are the top predictions for deals in 2017?
February 15, 2017More -
Why Riverside Loves the Global Lower-Middle Market
The Co-CEO of Riverside explains the appeal of the lower middle market.
February 13, 2017More -
Trends in U.S. Manufacturing
How a strong dollar and scarce skills are affecting U.S. manufacturing.
January 27, 2017More -
Valuing Upstream Energy in 2017
Steve Sprenger of RSM US LLP discusses the complexities of valuing upstream energy companies, and what price stability means for profitability.
January 27, 2017More -
Private Equity and the Software Industry: What’s Behind the Surge in Deals?
What smart investors need to know about the booming private equity market for software.
January 11, 2017More -
On Demand Webinar: Carried Interest and GP Estate Planning
What every private fund professional needs to know about taxes, valuation and wealth transfer.
November 16, 2016More -
That Time Dr. Dre Met David Rubenstein
How Carlyle sourced the Beats deal, and how the meeting between two titans from different worlds happened.
October 28, 2016More -
Career Talk: From Law to Carlyle Group
The partner who leads Carlyle’s middle-market investment group discusses his career path.
October 28, 2016More -
A New Paradigm for Reporting Fees and Expenses
The SEC is turning its sights on the real estate sector in regard to the reporting of investment-level and fund-level fees and expenses. What are the compliance and operational challenges facing real estate GPs and what best practices are being adopted in the industry? How do LPs view the fee reporting issue?
October 26, 2016More -
Dealmaker Roundup Q3 2016
Privcap’s new quarterly video series featuring expert insights on the private equity dealmaking environment.
October 17, 2016More -
Carlyle’s Mid-Market Team: We Have a Mega Advantage
How Carlyle’s middle-market team looks for value as well as benefits from the mega-deal team expertise.
October 14, 2016More -
Why ‘Open and Transparent’ Brands Win
Consumer-facing businesses need to throw out the old rule book of marketing in the era of social media.
September 6, 2016More -
Watch Privcap & Preqin’s Dealmaker Roundup, Q2 2016
Privcap’s new quarterly video series featuring expert insights on the private equity dealmaking environment.
July 29, 2016More -
The Big Trends Driving Consumer & Retail
Two experts discuss what the next recession might look like, and the right consumer sectors to invest in to weather the storm.
July 22, 2016More -
Audax Group’s Rehnert: ‘What I’ve Learned’
Audax Group’s co-CEO on what he’s learned from doing 500 add-ons—and when Mitt Romney looked ready to wring his neck.
July 18, 2016More -
How Volatility Impacts Energy Valuations
Due to the prolonged period of low oil prices, GPs and LPs are changing how they look for deals. Experts from Aberdeen Asset Management, WL Ross and Co., and RSM discuss how investors need to adapt their valuation approach to indeterminate prices, why investors will see more aggressive writedowns and consolidation, and where in the value…
July 5, 2016More -
Why Millennials Will Move to Chattanooga Over NYC
Debt-ridden millennials could turn their backs on cities such as New York and San Francisco in favor of Detroit, Milwaukee and Chattanooga in the search for affordable homes and good schools.
May 29, 2016More -
The Black Box is No Longer Your Own
Experts from RSM, Alpha Parity and Sprott Asset Management discuss the opening of a hedge fund’s “black box,” and the rising power of allocators vs. star managers.
May 12, 2016More -
New Rule: Transparency & Sophistication Reign
Three experts discuss the growing demand for transparency and sophistication by hedge fund investors.
May 12, 2016More -
The Impact of Negative Interest Rates
Joe Brusuelas of RSM and Bob Long of Star Mountain Capital explain what every investor needs to know about negative interest rate policy.
April 24, 2016More -
Valuations and the ‘Unicorn’ Phenomenon
Two experts explain the impact of the “unicorn” phenomenon on private equity and venture capital valuations.
April 24, 2016More -
The Right Way to Break Up a JV
The best JV is one that plans, from the outset, how to divorce gracefully should one partner need to exit early, according to a discussion featuring Taconic Investment Partners, TIAA and RSM.
April 17, 2016More -
The Use of ‘Calibration’ in Valuations
Two experts explain the concept of “calibration” and its growing importance in PE and VC valuations.
April 3, 2016More -
WeWork and the Rise of the Short-Term Lease
The traditional 10-year lease is under threat from the ‘WeWork phenomenon’ of start-up firms demanding shorter lease terms of just two to three years.
April 3, 2016More -
Expert Q&A: Chris LaDue and Kevin Vannucci of RSM
An expert conversation between Chris LaDue and Kevin Vannucci of RSM about what the firm can do for PE companies.
March 20, 2016More -
How Detailed Should Your Valuation Policy Be?
Three experts share their approaches to forming and following valuation policies.
March 20, 2016More -
Don’t Overthink—and Overdo—TIs
Landlords can avoid overpaying for tenant improvements by having a clear understanding of their prospective tenant, say experts from Taconic, TIAA and RSM.
March 20, 2016More -
Expert Q&A: With Jason Sevier of RSM
The urbanization trend isn’t killing the suburbs and could, in fact, create opportunities to transform them, says RSM partner Jason Sevier
March 20, 2016More -
Expert Q&A with John Hague of RSM US LLC
John Hague of RSM explain how the firm services hedge fund clients.
March 12, 2016More -
Assessing the Debt Opportunity in Energy
Melissa Brady of RSM US LLP discusses opportunities in distressed debt, what the pitfalls can be for investors if they misprice debt, and the impact of the illiquidity in the market.
March 4, 2016More -
Top RE Macro-Trends for 2016
Millennials, e-commerce and foreign capital will be major factors in driving real estate returns, say experts from PREI and RSM
February 22, 2016More -
Carve-out Complexities: The Project Manager
RSM’s Dave Noonan explains one area of focus in his firm’s Rough Order of Magnitude due diligence service, designed to help private equity clients quickly predict the costs of a carve-out transaction during the critical pre-deal phase.
January 18, 2016More -
Why PE Partnerships Need to be Rewritten
Private equity and real estate LPs and GPs need to pay close attention to new partnership audit rules, amid warnings the changes could allow current investors to make tax liability decisions for former investors.
January 11, 2016More -
Seven Important Macroeconomic Infographics for Q1 2016
Joe Brusuelas, chief economist of RSM, presents seven infographics that paint a picture of important macroeconomic trends and predictions.
January 4, 2016More -
Carve-out Complexities: Transferring the IT Platform
RSM’s Dave Noonan explains one area of focus in his firm’s Rough Order of Magnitude due diligence service, designed to help private equity clients quickly predict the costs of a carve-out transaction during the critical pre-deal phase.
December 16, 2015More -
Early Spending Hints at Positive Holiday Sales
Competitive promotions have triggered early shopping by consumers, forecasting strong holiday retail sales in 2016.
December 1, 2015More -
Carve-out Complexities: Transferring the Team
RSM’s Dave Noonan explains his firm’s Rough Order of Magnitude due diligence service, designed to help private equity clients quickly predict the costs of a carve-out transaction during the critical pre-deal phase.
November 18, 2015More -
The Due Diligence of Hospitality
The window for due diligence is becoming compressed in private real estate deals, and experts from RSM and Fulcrum Hospitality discuss the trend.
November 16, 2015More -
Trends In Consumer Spending
Joe Brusuelas, chief economist at RSM, and Bain Capital’s Tricia Patrick discuss macro trends in consumer spending ahead of the holiday shopping season.
November 16, 2015More -
Hospitality Industry Takes on Disruptors
Experts from RSM and Fulcrum Hospitality say the hospitality sector is increasingly finding creative ways to attract and retain customers, using the same technology that disruptors are using to keep market share.
November 2, 2015More -
Carve-out Complexities: Multiple Locations
RSM’s Dave Noonan explains firm’s Rough Order of Magnitude due diligence service, designed to help private equity clients predict the costs of a carve-out transaction during the critical pre-deal phase.
October 28, 2015More -
Gauging the Fundamentals of Hospitality
Certain fundamentals are the key indicators for gauging the health of investments in hospitality real estate, say experts from Fulcrum Hospitality and RSM.
October 12, 2015More -
Preparedness is Key in Cybersecurity
RSM’s Andy Obuchowski discusses how to prepare and respond to a data breach.
October 5, 2015More -
After the Add-on, Then What?
Why sourcing add-on acquisitions can take years, why investment bankers carefully “coach” management teams, and other insights into the buy-and-build strategy.
September 14, 2015More -
Cybersecurity: Protecting Financial Data
RSM’s Keith Swiat explains how easily cybercriminals can obtain credit card information.
August 31, 2015More -
Winning the Deal With Early Due Diligence
Acquisition teams often need to complete due diligence ahead of sale agreements, and sometimes before they even bid on an asset, says RSM’s Michael Schwartz.
August 25, 2015More -
Sourcing and Vetting Add-on Acquisitions
Why sourcing add-on acquisitions can take years, why investment bankers carefully “coach” management teams, and other insights into the buy-and-build strategy from three experts.
August 3, 2015More -
Healthcare Data Deals Heavy on Homework
RSM’s Tammy Hill tells Privcap what’s required of investments in healthcare data collection, and why some are leery of the privacy risks involved in gathering this kind of information.
July 27, 2015More -
Expert Q&A With Dennis Cail of RSM
Dennis Cail of RSM describes his firm’s work with private equity firms in buy-and-build investments.
July 6, 2015More -
Buy-and-Builds Done Right
The case for private equity buy-and-build investing, presented by three veterans of the strategy from Audax Private Equity, One Equity Partners, and RSM.
July 6, 2015More -
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The Real Economy: Investing in Office Transformation
U.S. suburbs and ex-urban core are staged for a commercial real estate development come back as the Millennial cohort ages and starts having families, says RSM’s Joe Brusuelas and Cornerstone Real Estate Advisers’ Jim Clayton.
June 29, 2015More -
The Real Economy: Investing in Real Estate
Demographics and changing preferences could spell a different residential and commercial real estate recovery than past cycles, say RSM’s Joe Brusuelas and Cornerstone Real Estate Advisers’ Jim Clayton.
June 25, 2015More -
PE Consulting: Optimizing IT
In a private equity environment, IT is a complex situation given the compressed timeframe for a return on investment. Performing IT due diligence is key, says RSM’s Blaine Clark.
June 23, 2015More -
Behavioral Healthcare Overcomes Stigma
RSM’s Tammy Hill discusses opportunities for PE investment in behavioral healthcare, both in the long term and short term.
June 22, 2015More -
Want Foreign LPs? Be More Nimble
GPs need to be increasingly nimble in order to attract the unprecedented wave of foreign capital targeting U.S. commercial real estate, says RSM partner Tom Green.
June 9, 2015More -
The Transition Services Agreement
Experts from RSM, Vestar Capital Partners and J.F. Lehman detail what goes into a transition services agreement, which governs the setup of a carve-out transaction.
June 8, 2015More -
PE Consulting: Carve-outs
While every private equity deal has its own set of complexities, carve-outs are particularly challenging, says RSM’s Blaine Clark.
May 26, 2015More -
What Happens After a Carve-Out Is Executed?
Giving a carve-out company the ability to operate from its first day of standalone status is an intricate accomplishment, say experts from RSM, Vestar and J.F. Lehman.
May 26, 2015More -
Expert Q&A With Blaine Clark of RSM
RSM’s Blaine Clark explains key points of differentiation in the firm’s private equity consulting business.
May 19, 2015More -
Patience Is Critical For Real Estate M&A
GPs need to show patience with deals in today’s highly competitive real estate markets or risk getting caught up in a bubble with overpriced assets, according to RSM practice leader Richard Edelheit.
May 19, 2015More -
Cybersecurity: Threats Every GP Should Understand
RSM’s Daimon Geopfert discusses how firms should approach their cybersecurity strategies.
May 18, 2015More -
The Art of the Carve-Out
Experts from J.F. Lehman, Vestar Capital and RSM explain the carve-out process, including sourcing, transactions and value creation.
May 11, 2015More -
New Risks In Real Estate
An expert Q&A with Stuart Taub of RSM on the risks facing real estate GPs, from increased scrutiny by regulators to the added complexity of structuring for foreign investors.
May 6, 2015More -
Price Is No Object For Many Foreign Buyers
A panel of experts explains how foreign and HNW investors are reshaping the U.S. real estate market, buying deals in the 3 percent cap rate range, or where price simply isn’t an issue.
May 4, 2015More -
The Real Economy: Investing in Energy
RSM’s Joe Brusuelas and Capital Dynamics’ John Breckenridge discuss how the drop in oil prices creates opportunity for middle-market PE firms, as well as consumers.
April 27, 2015More -
PE Consulting: Value Creation
With multiples being so high in the current economic cycle, value creation has become a central point of differentiation for GPs, says RSM’s Blaine Clark.
April 22, 2015More -
Underwriting 2015: Focus on Tenants, Supply
An expert panel discusses why greater diligence needs to be paid to tenant quality and new supply as rising capital flows impact U.S. real estate deals and rental growth projections start to compress.
April 13, 2015More -
No Such Thing As Off-market Deals
Off-market real estate deals don’t exist, given the massive capital flows targeting U.S. real estate, but there are ways for firms to gain an edge over rivals.
March 23, 2015More -
Changing Dynamics of Investing in China
Clayton, Dubilier & Rice partner Tom Franco interviews Josh Lerner of Harvard Business School about China’s unsettled economic environment being ripe for PE.
March 16, 2015More -
Enacting Change in Portfolio Companies
A discussion of how operating partners are involved in enacting change in a new portfolio company and the skills needed to prepare for an exit, with RSM’s Mauro Bonugli.
February 25, 2015More -
Who’s on a Value-creation Team?
RSM’s Mauro Bonugli explains who at a private equity firm should be involved in a value-creation plan for a newly acquired company.
January 26, 2015More -
Why Baird Backed Integrated Diagnostics
An in-depth discussion among three experts about the dynamics between a private equity firm and their portfolio companies.
January 12, 2015More -
Arsenal’s 90-day Plan for Chromaflo
Arsenal Capital’s Tim Zappala, Chromaflo’s Scott Becker and RSM’s Mauro Bonugli discuss how Arsenal implemented Chromaflo’s 90-day plan and what it achieved.
December 29, 2014More -
Why Chromaflo Chose Arsenal
Arsenal Capital Partners’ Tim Zappala, Chromaflo’s Scott Becker and RSM’s Mauro Bonugli discuss how Arsenal came to invest in Chromaflo.
December 15, 2014More -
How Operations Experts Impact Due Diligence
Operating partners speed up due diligence and help relationships with current management of possible portfolio companies, says Mauro Bonugli of RSM.
December 5, 2014More -
How Operations Experts Enhance Deal Sourcing
Operating partners lend expertise to deal sourcing in two main ways, says RSM’s Mauro Bonugli: developing investment theses and tapping into their networks.
November 7, 2014More -
Full Disclosure: How Operating Partners Get Paid
Why the SEC is interested in how operating partners get paid by private equity firms.
August 12, 2014More -
Compliant Enough? Think Again
Why the SEC is interested in a private equity firm’s compliance program.
August 12, 2014More -
Valuations Without Conflict
The SEC is increasingly focused on the valuation procedures in place at private equity firms.
August 12, 2014More -
RIA Rules Seem Strange to PE Firms
What GPs need to know about how the SEC views the compensation of operating partners.
August 12, 2014More -
Hunting for Conflicts of Interest
The SEC’s increasing focus on finding potential conflicts of interest at private equity firms should have the attention of all GPs.
August 12, 2014More -
Operations in an Underperforming Portfolio Company
Stories about adding operating value in underperforming portfolio companies.
July 22, 2014More -
Management Buy-In: The Key to Operating Value-Add
All about the crucial relationship between portfolio company management and the operations team at the sponsoring private equity firm.
July 1, 2014More -
Expert Q&A with Dave Noonan of RSM
An expert conversation with Dave Noonan, National Director of Private Equity Consulting at RSM.
June 16, 2014More -
What Makes a Solid Operating Platform?
Execs from Riverside, MidOcean, and RSM compare their approaches to deploying operating talent in their investment processes.
June 16, 2014More -
PE Valuations: Why Options Pricing Doesn’t Cut It
The options-pricing model might be a buzzword in valuation circles, but it’s of little use to private equity CFOs. With experts from EIF, W Capital and RSM.
June 9, 2014More -
Valuing Energy Assets
The CFO of a major energy-focused private equity firm explains his approach to valuations.
June 9, 2014More -
Do You “Calibrate” Your Valuations?
Auditors expect PE firms to “calibrate” their valuations. Experts define what this means.
May 21, 2014More -
Using “Comps” the Right Way
The right and wrong ways to use public-market and other “comparables” in PE valuations.
April 30, 2014More -
Expert Q&A with Rick Bailine of RSM
An expert Q&A with tax expert Rick Bailine of RSM.
April 7, 2014More -
How to Subtract Value Via Bad Tax Moves
Two tax experts discuss transfer pricing and qualified stock purchases and how getting these wrong can end up subtracting value from a private equity deal.
January 20, 2014More -
Arsenal and Chromaflo: Adding Value
Experts discuss the challenges of integrating a company into a portfolio and how leaders from the portfolio and parent companies communicate with each other.
January 19, 2014More -
Valuation Challenge: Downward Facing Debt
How do you value your portfolio company when its publicly-traded debt is trading down?
December 18, 2013More -
Top Tax Trends – in Two Minutes
Top tax trends in private equity from a leading tax expert.
December 9, 2013More -
What Does the Scott Brass Case Mean for PE?
A key court case might put GPs on the hook for pension liabilities as well as raise taxes on carried interest.
December 9, 2013More -
Valuation Challenge: Doubting the Last Round
You’ve invested in an early-stage company but don’t want to use the last round of financing as your value. Now what?
November 18, 2013More -
Expert Q&A with Colin Sanderson
An expert Q&A with Colin Sanderson of McGladrey.
November 4, 2013More -
Your Valuation Methodology: Time to Upgrade?
Private equity valuations: when do you know it’s time to upgrade your methodology?
November 4, 2013More -
Food: Constantly Disrupted by Innovation
Think the food market can’t be disrupted? Think again.
October 28, 2013More -
Deal Stories: Reinventing Frozen Food and Candy
PE vets discuss high-profile food deals, like Birds Eye frozen food, transformed by Vestar.
October 9, 2013More -
Expert Q&A with William Spizman of RSM
William Spizman of McGladrey discusses the firm’s expertise in advising PE firms investing in food and beverage brands.
September 19, 2013More -
How PE Keeps Food Portfolio Companies Fresh
Experts discuss private equity deal dynamics and operational improvements in the food and beverage sector.
September 17, 2013More -
Why Have Energy GPs Outperformed?
Energy-focused private equity funds have, on average, vastly outperformed other private equity funds over the past 10 to 15 years. Why?
September 16, 2013More -
Bringing LPs Together
An interview with Kathy Jeramaz-Larson of the Institutional Limited Partners Association (ILPA).
September 6, 2013More -
How PE & Manufacturing Companies Build Success
The fourth and final installment of Privcap’s series on The New U.S. Manufacturing Opportunity.
June 24, 2013More -
The End of Pass-Through?
Rick Bailine, McGladrey’s National Tax Leader, on what the private equity industry can do to prepare for potential changes to the way partnerships are taxed.
June 18, 2013More -
Deal Flow in a Competitive, Tech-Infused Market
Why are sellers selling in the revitalized U.S. manufacturing sector?
May 17, 2013More -
Expert QA with Steve Menaker of RSM
Steve Menaker, Partner at McGladrey, on the role of the the firm’s transaction advisory group as a client engagement grows and evolves.
May 10, 2013More -
Manufacturing-Sector Deal Dynamics
Part 2 of a series. What is driving private equity deal flow in the changing U.S. manufacturing space?
April 22, 2013More -
Driving Growth in Manufacturing
A Renaissance in U.S. manufacturing is underway and private equity firms are positioning themselves to help industrial companies take full advantage. The first of a multi-segment thought-leadership series.
April 1, 2013More -
America’s Manufacturing Revival
The U.S. manufacturing sector is being transformed and The Carlyle Group has placed some very large bets that revival will continue in a big way.
March 7, 2013More -
Healthcare Due Diligence and Dealbreakers
Part 4 in the dynamic series on investing in healthcare with James Elrod of Vestar Capital Partners, Sherrill Neff of Quaker Partners, and Tammy Hill of McGladrey.
January 22, 2013More -
What’s Driving Healthcare Deal Flow?
Three experts discuss the motivations and dynamics behind private equity deal-sourcing activity in the healthcare space. With James Elrod of Vestar Capital Partners, P. Sherrill Neff of Quaker Partners, and Tammy Hill of McGladrey.
January 14, 2013More -
Healthcare Thesis: Two GPs Share Deal Details
Hear two healthcare deal stories from the experts: Jim Elrod of Vestar Capital Partners, Sherrill Neff of Quaker Partners, and Tammy Hill of McGladrey.
December 17, 2012More -
How Risky Is Healthcare Investing?
Experts at Vestar Capital Partners, Quaker Partners and McGladrey discuss the regulatory, reimbursement and political risks at the heart of healthcare investments.
December 15, 2012More -
Expert Q&A With Tammy Hill
Tammy Hill, Managing Partner at McGladrey, speaks with Privcap about the challenges firms face within the healthcare sector and how her firm supports private equity investments in that sector.
December 15, 2012More -
Internet or Die
Private equity investors that can bring the capital required to internet-enable their consumer-facing portfolio companies will win big. With Michael J. Grossman of McGladrey, Joan McCabe of Brynwood Partners, and Timothy Mayhew of Fenway Partners.
November 1, 2012More -
Brynwood’s Zestfully Good Deal
Our experts sit for a broad discussion on extracting value, no matter where a product is in its lifecycle. With Joan McCabe of Brynwood Partners, Michael J. Grossman of McGladrey, and Timothy Mayhew of Fenway Partners.
October 1, 2012More -
How Fenway Saw Success with 1-800-CONTACTS
How do you make money in a consumer business that many customers view as commoditized? you win on service. With Fenway Partners’ Timothy Mayhew.
September 1, 2012More -
Investing in Consumer Success
How can GPs make money amid such weak consumer spending? With Michael J. Grossman of McGladrey, Joan McCabe of Brynwood Partners, and Timothy Mayhew of Fenway Partners.
September 1, 2012More
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