Private Equity

Marcum’s Private Equity (PE) Group is the middle market preferred choice for PE firms, family offices, independent sponsors, investment banking firms, and lenders navigating the PE life cycle. With a national team of dedicated PE professionals, Marcum has the deep expertise you need to provide support for mission-critical mergers, acquisitions, and divestitures, when and where you need it.

Marcum understands your challenges. Our PE professionals are positioned to address your needs, regardless of industry. Since 1951, Marcum’s assurance, tax and consulting teams have helped middle-market businesses grow and succeed—we know this space inside and out.

As one of the nation’s largest independent accounting firms, Marcum offers comprehensive buy-side due diligence services, helping to ensure you make a solid investment. Our experienced PE team will assist you in evaluating whether your deal is operationally and strategically smart for your company—and healthy and profitable for your portfolio.

When you need it, Marcum also offers fully integrated sell-side due diligence services. This guidance can be pivotal to ensuring a smooth exit when you decide it’s time to sell or go -public. Before moving forward, an objective and insightful assessment by our PE team will help you understand the current dynamics of your investment so you can address potential issues up front and minimize the likelihood of unpleasant surprises during the sale process.

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Jeffrey D. Zudeck

Regional Managing Partner

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The Marcum Difference.

Marcum is a valued resource to the PE community – it’s a role we take very seriously.

The days of first and/or second generation owners regularly passing their businesses onto the third or fourth generations are long gone. With thousands of privately held business clients across the nation, our partners are skilled at identifying where their clients reside in the evolutionary lifecycle and advising them when an exit process should be considered. When appropriate, Marcum proactively explores deal opportunities and introductions for both our clients and our PE community friends and associates.

Many of Marcum’s dedicated PE team members have worked in the private equity and deal-making communities. As a result, we have lived and appreciate the nuances and importance of the fundraising process. We seek to provide assistance and access to high- and /ultra-high net worth investors, multi-family offices, and national and international institutional investors who seek new opportunities in the PE space.

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