Guidance to help you realize results and returns
Private-equity-owned companies are facing a faster-paced and more complex business environment.
If you want to stay competitive, you need the tools and capability to solve your challenges, from adopting new technology to managing accounting challenges — all while navigating compliance concerns.
Wipfli can help by providing industry-specific portfolio company services in a wide range of critical areas focused on the middle market.
Why Wipfli?
Get the guidance and experience to improve performance and realize full value with Wipfli. We deliver strategic ideas from a wide range of perspectives, including tax optimization, performance alignment, operational excellence and workforce engagement.
How we help
Wipfli understands the unique valuation and financial reporting needs private equity faces. Our experienced team is ready to meet your timeline and industry-specific requirements with valuation services, including:
- Financial reporting, including ASC 805, ASC 718 and 409a valuations.
- Complex securities, including options and warrants, mezzanine debt, equity investments in complex equity structures and convertible notes.
- Mergers and acquisitions.
- Succession planning.
- Buy-sell agreements.
Wipfli’s tax team brings industry-specific experience and proactive guidance to help ensure that you’re minimizing your tax liability and staying in compliance. We know the tax challenges private equity faces in buying and selling portfolio companies, and we can help you with:
- Maintaining the tax compliance of various structuring options.
- State nexus reporting.
- Identifying additional filing needs.
- CPA tax services.
- Navigating complex federal, state and local tax law.
- International tax.
We provide industry-specific audit work, including support for manufacturing, healthcare, construction and real estate. And we have the capability to navigate your complex accounting needs and required time frame.
Our assurance services include:
- Accounting services
- Financial statement audits
- Single audits
- Internal audits
- SOC audits
- Other attestation services
Wipfli brings industry-specific agility and experience to your transaction. We provide you with end-to-end diligence and quality of earnings backed by technology solutions and a global network of audit, tax and financial advisory professionals so that you can maximize your return.
Additional services for portfolio companies
Digital services
Wipfli can help you modernize your operations while maintaining data security compliance. From digital strategy and enterprise solutions to cybersecurity, we can help your organization implement, integrate and secure the latest innovations.
Outsourced services
Add knowledge and experience tailored to your industry with Wipfli’s outsourced services. We take ownership of your back office, including accounting, human resources, operations and technology, so that you can focus on growth.
Organizational performance consulting
Wipfli’s organizational performance services can help you develop the strategy, people and operations you need to support a growing organization. Our team’s proven processes are ready to help you increase effectiveness and efficiency.
Risk advisory services
Effective risk management can help you achieve profitability and compliance. Let Wipfli support you in managing risk across your organization with support for regulatory risk and compliance, technology risk, internal controls, governance and fraud investigation.
Our team
Michael L. Vaccarella
Leveraging nearly 20 years of public accounting experience, including over 10 years specializing in mergers and acquisitions, Michael is a leader in Wipfli's private equity services practice. As a leader in the transaction advisory services, he provides and coordinates buy-side and sell-side transaction support and consulting for closely held corporations, family offices, and private equity funds and their portfolio holdings.
Mark B. Martinelli, CPA
With over 25 years of experience, Mark specializes in strategic merger and acquisition planning for buyers and sellers, strategic business plans, strategic funding plans, and debt or equity finance sourcing. Throughout his career, he held the position of CFO for many private equity funds.
Kevin S. Owens, CPA
Kevin Owens is a partner in our private equity services group, where he focuses on annual financial statement audits and reviews for private equity-owned and closely held businesses. He has extensive experience with financial statement preparation and interpretation, and his technical expertise includes various purchase transactions, leveraged recapitalizations, and consolidation accounting concepts.
Colin Johnson
Colin Johnson is a director with over 15 years of investment banking and consulting experience. He has advised on more than $1B of transactions across the manufacturing and distribution, product engineering and design, software as a service (SaaS), health care and market research industries. Colin focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters.
Ben Smith, CPA, ABV
Ben Smith provides advisory services to middle-market, closely held clients in a variety of sectors, including high-technology, manufacturing, and distribution. He specializes in financial reporting and analysis, financial and tax due diligence, and quality of earnings studies.
Zac Liermann, CPA/ABV
Zac Liermann is a manager in the valuation and transaction support services group, with over five years of valuation experience. He specializes in business valuations, valuation analysis, and sale and purchase assistance for companies in a variety of industries. Zac’s areas of emphasis include the valuation of early-stage companies and complex financial instruments, such as convertible securities, earnouts, options, warrants and other hard-to-value assets.
