We Help You Generate Growth

Private Equity firms need to grow their portfolios and need the right value-added partners.

Private equity firms have a myriad of challenges and ATA’s Private Equity industry works with clients to overcome those obstacles. ATA commits the time and effort to identify clients’ needs, complexities, and opportunities to provide the appropriate service such as quality of earnings, value-growth advisory, and investment banking. We have a team of skilled consultants, accountants, and tax professionals ready to help you generate value, mitigate risk, and beat your competition.

Quality of Earnings
Post-Merger Integration
Business Brokering/Investment Banking
Value Growth Advisory
Outsourced CFO/Controller
Business Process Improvement
Audit and Tax

PROBLEM

The private equity firm needed a buy-side quality of earnings as soon as possible to solidify the financing on its latest portfolio company investment.

SOLUTION

The firm reached out to ATA to conduct the quality of earnings assessment. The ATA team, along with relevant industry expertise, hit the ground running and completed the quality of earnings report in a timely fashion.

IMPACT

The bank gave high remarks about the quality of earnings report and approved the financing. The firm consummated its new portfolio company investment, and it is thriving.

ATA’s Private Equity group and Transaction Advisory Services practice provided our firm with a value-added quality of earnings analysis to enabled us to close a new and time-sensitive portfolio company acquisition successfully. We will certainly utilize them again for our next investment!

In my capacity as the Private Equity Practice Leader at ATA, coupled with leading the firm’s Transaction Advisory and Value Creation Advisory practices, we are uniquely equipped to help private equity firms accomplish their growth objectives at all stages of their investment life cycles.

-Rick Schreiber, Partner and Private Equity Practice Leader