BPM
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Contacts

Craig Hamm, CPA
Partner, Advisory
Rich Bellucci, CPA
Partner, Assurance
SEC Practice Group Leader
Terry Hill
Partner, Advisory

Overview

Private equity firms are always on the lookout for the next deal. But finding the right acquisition target takes time and requires laser focus. In this highly competitive market, being able to close deals quickly is a definite advantage. 

Not only do funds need to meet the demands of limited partners, but firms must develop investment strategies, find new opportunities, and close transactions, all while competing with hundreds of rival firms also looking for the right target companies to acquire. 

This is where BPM can help. We provide an integrated, multi-functional team of professionals who know the middle market and can create value throughout the lifecycle of private equity investments. Our coordinated approach helps funds to maximize performance and outcomes. We provide clarity, insight, and confidence while maximizing the value of the investments for the hundreds of deals we advise on every year.  

BPM provides a full suite of services and resources that cater to the specific needs of private equity funds, allowing them to be lean, agile, and ready for anything throughout the transaction lifecycle. They include: 

Deal origination services: Our vast network of clients across the United States enables us to provide platform and add-on opportunities for private equity funds.  

Investment Diligence: We provide a comprehensive due diligence review of financial documents for acquisitions targets to reduce risk.  

  • Quality of Earnings  
  • Cash flow analysis 
  • Valuations 
  • HR due diligence 
  • IT due diligence 

Value Creation: Once a deal is completed, our team will work with you to implement processes to optimize operations and maximize efficiencies.  

  • CFO services  
  • Technical accounting 
  • Human Resources consulting or interim support 
  • Enterprise Resource Planning (ERP) implementation 
  • Information Technology (IT) services – managed IT, systems integration, and migration 

BPM's team of professionals has deep experience in all aspects of private equity transactions and offers exceptional value-added services to our clients. We are a trusted name in the investment community with over 30 years of experience and a roster of clients spread across the United States.  

People

 
Tom Bartow
Manager, Tax
Rich Bellucci, CPA
Partner, Assurance
SEC Practice Group Leader
Ryan Davis, CPA
Senior Manager, Assurance
Kimberlee Duval
Director, Advisory
Brian Finnegan, CPA
Partner, Assurance
Assurance Practice Group Leader
Craig Hamm, CPA
Partner, Advisory
Brad Holsworth, CPA
Partner, Assurance
Financial Services Leader
Yan Li, CPA
Director, Tax
James Lichau
Senior Manager, Assurance
James Martin, CPA
Partner, Tax
Inna Merzheritsky, CPA
Partner, International Tax
Ruby Padilla, CPA
Director, Tax
Helena Song, CPA
Senior Manager, Assurance
Edward Webb, DBA
Partner, Advisory
Corporate Finance Group Leader
 
Evelyn Wong, CPA
Director, Tax

Contacts

Craig Hamm, CPA
Partner, Advisory
Rich Bellucci, CPA
Partner, Assurance
SEC Practice Group Leader
Terry Hill
Partner, Advisory