Hellman & Friedman and Valeas Capital Partners Invest in Baker Tilly US
February 5, 2024
Private equity firms Hellman & Friedman and Valeas Capital Partners are making a strategic investment in advisory CPA firm Baker Tilly US, LLP. The minority growth investment (expected to close in early June 2024) will recapitalize the firm, restructure it into two entities, and provide capital to accelerate growth through talent, technology and further strategic acquisitions.
- Buyers
- Hellman & Friedman, Valeas Capital Partners
- Targets
- Baker Tilly US, LLP
- Industry
- Accounting & Tax
- Location
- Illinois, United States
- Transaction Type
- Growth capital
Explore More
Related Acquisitions
-
Baker Tilly US, LLP Acquires Seiler LLP
May 16, 2024
Accounting & Tax
Baker Tilly US, LLP has acquired Seiler LLP, an advisory, tax and accounting firm based in the San Francisco Bay Area, effective July 1, 2024. The acquisition strengthens Baker Tilly's Bay Area presence and enhances its private wealth and ultra‑high‑net‑worth client capabilities following a recent strategic investment from Hellman & Friedman and Valeas Capital Partners.
-
Baker Tilly Acquires Seattle-based Bader Martin
June 1, 2022
Accounting & Tax
Baker Tilly US, LLP has combined with Seattle-based accounting firm Bader Martin, P.S., effective June 1, bringing roughly 100 professionals into the Baker Tilly network. The move expands Baker Tilly’s footprint into the Pacific Northwest and enhances its tax and wealth advisory capabilities for high-net-worth individuals, family businesses and nonprofits.
-
Baker Tilly Acquires Management Partners
August 25, 2022
Consulting
Baker Tilly US, LLP has acquired Management Partners, a Cincinnati-based consulting firm specializing in local government advisory services, effective Oct. 1, 2022. The deal adds Management Partners' ~96 professionals and deep municipal experience to Baker Tilly's public sector practice to broaden capabilities and better serve cities, counties and special districts.
-
Baker Tilly Acquires True Partners Consulting
November 1, 2022
Accounting & Tax
Baker Tilly US, LLP has acquired tax consultancy True Partners Consulting, LLC effective Nov. 1. The deal brings True Partners' ~210 tax professionals and unclaimed-property capability into Baker Tilly, strengthening the firm's corporate tax expertise and expanding its U.S. tax footprint.
-
Baker Tilly US Acquires ACG, LLP
December 1, 2022
Accounting & Tax
Baker Tilly US, LLP has acquired Bay Area tax consultancy ACG, LLP, effective Dec. 1, 2022. The deal brings ACG's ~50 tax professionals into Baker Tilly to expand the firm's high-end corporate tax capabilities—particularly in the technology and transportation sectors—and strengthen its Bay Area presence following a recent acquisition of True Partners Consulting.
-
DFW Capital Partners Invests in Harris CPAs
January 16, 2024
Accounting & Tax
DFW Capital Partners completed an investment in Harris CPAs, a Meridian, Idaho-based regional accounting firm that provides audit & assurance, tax, and advisory services. The investment includes the placement of DFW Operating Partner Michael J. O'Donnell as CEO and is intended to accelerate Harris's organic growth and support a strategy of partnering with other CPA firms and investing in technology and talent.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.