Our team attended Markets Group Annual Private Equity Chicago Forum 2024 this week! Senior Managing Director Seth Goldblum and Managing Director Kyle Ludwig participated in insightful discussions shaping the future of private equity. Kyle spoke on the "Portfolio Optimization & Value Creation" panel, while Seth moderated the "Investing in US Private Equity" panel.
CBIZ Private Equity Advisory
Professional Services
Philadelphia, PA 23,585 followers
Invested in You
About us
CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies. With experience serving over 400 private equity firms and 2,000 portfolio companies, CBIZ Private Equity Advisory delivers deal advisory and performance enhancement services at every stage of the investment lifecycle. CBIZ Private Equity Advisory designs and executes solutions focused on supporting investors and executives in optimizing outcomes and returns. View our CBIZ Social Media Community Guidelines here: https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
- Website
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https://www.cbiz.com/peadvisory
External link for CBIZ Private Equity Advisory
- Industry
- Professional Services
- Company size
- 51-200 employees
- Headquarters
- Philadelphia, PA
- Type
- Public Company
- Founded
- 2001
- Specialties
- Private Equity and Mergers and Acquisitions
Locations
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Primary
520 Walnut Street
Suite 1475
Philadelphia, PA 19106, US
Employees at CBIZ Private Equity Advisory
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John Oliver
CFO | CRO | Private Equity Executive | Senior Advisor with a Business Transformation & Operations DNA
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Kathryn Kehoe
Managing Director
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John White, CPA, PMP, FACHE
Senior Consultant at CBIZ Private Equity Advisory: : Providing Financial Services to Middle Market Private Equity Funds and Portfolio Companies
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Michael Rothwell
Updates
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CBIZ Private Equity Advisory reposted this
📢We are excited to announce that we have entered into an agreement to acquire Marcum LLP, marking the largest such transaction in CBIZ’s history. By combining teams, we will be stronger together and solidify our standing as a leading provider of professional advisory services to the middle market and become the 7th largest accounting provider in the U.S. Take a look at the video below to learn more about this historic milestone.⬇️ #TeamCBIZ #StrongerTogether #Growth Learn more here: https://okt.to/siYRkN Link contains important information about the transaction
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CBIZ Private Equity Advisory reposted this
Join CBIZ for a conversation about the changing landscape of the global supply chain, best practices in supply chain management for your business and how to win in this new economic context. #webinar #supplychainmanagement
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CBIZ Private Equity Advisory’s 2023 Wrap-Up & 2024 Look Ahead is live! Click below to explore insights from our M&A, Economic, and Risk Advisory experts as they dive into highlights from 2023 and share their outlook for 2024. #PrivateEquity
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CBIZ Private Equity Advisory reposted this
Get ready, because experts say IPOs are making a big comeback in 2024. 🙌 We have Your Guide To IPO Readiness here ▶️ https://okt.to/kFcJYN #IPO #ipos #IPOReadiness #goingpublic
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Paul Parashac, CPA from CBIZ Private Equity Advisory shares insights on optimizing cash flow management. Explore the four crucial questions that can guide your business toward sustained growth. #WorkingCapitalOptimization #CashFlow
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Our newly revamped CBIZ Private Equity Advisory Q3 2023 M&A Market Update is live! Click below to read insights from our M&A and Economic experts about current market conditions and trends and how they’re expected to impact Q4 and beyond.
Q3 2023 M&A Market Update
cbiz.com
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Last week, our CBIZ Private Equity Advisory team came together in sunny Florida to reconnect with colleagues, build new relationships, and enjoy group presentations and activities. Thank you to everyone who contributed to making this gathering memorable and impactful! #TeamCBIZ #PEAdvisory