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Private Equity

Delivering solutions for profitability

Each phase of a private equity investment, from buy to grow to harvest presents its own challenges. CBIZ works closely with private equity leaders and their portfolio companies to address the areas of greatest concern. We bring experience working with hundreds of private equity funds across thousands of portfolio companies to help you assess current situations, develop future states and enhance the value of your investments. 

Our national team is focused 100 percent on private equity and partners with you to deliver a complete suite of solutions customized to meet the needs of buyout, venture, minority, mezzanine, and angel investors and lenders. Invite us to the table to experience the CBIZ difference first-hand.

Don Agee Don Agee Managing Director
Thomas Bonney Thomas Bonney Senior Managing Director
Dave Enick Dave Enick Managing Director
Seth Goldblum Seth Goldblum Managing Director
Kathryn Kehoe Kathryn Kehoe Managing Director
David A. Stagliano David A. Stagliano Managing Director
Tim Vieira Tim Vieira Managing Director
Samuel Wright Samuel Wright Managing Director


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*CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services.   CBIZ and MHM are members of Kreston International, a global network of independent accounting firms.