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Private Equity

Providing solutions for profitability

Private equity means different things to different people. At CBIZ, we believe it consists of investors and funds that make investments directly into private companies or conduct buy outs of public companies. We work with private equity groups, corporate buyers and sellers, angel investors, venture capital firms and lenders to grow the value of their business interests.

Our Approach

With each investment, we work to understand the objectives of your portfolio and your organization, weighing opportunities and risks in order to help you meet your goals. Our multidisciplinary team delivers sound guidance and personalized service to investors, funds and portfolio companies. From the diligence process to performing annual financial statement audits* and tax returns, you'll experience a continuity of team and solution suite that most other companies simply do not provide. 

Invite us to the table to experience the CBIZ difference first-hand.


  • Advisory: Our continuum of consulting offerings includes internal control advisory, risk management, cybersecurity, outsourcing, business succession planning and corporate recovery services.
  • Audit & Assurance*: MHM delivers audit and assurance services for your organization, its funds and its portfolio companies.
  • Tax Compliance & Consulting: We provide an array of tax services including partnership returns, tax return preparation for funds and investments, tax minimization strategies and estate planning.
  • Transaction Advisory: We provide due diligence, quality of earnings reports, transaction structuring, valuation, cash flow modeling, risk mitigation and credit risk services to potential buyers and sellers so they can make informed decisions regarding these complex transactions.
  • Valuation: Our professionals provide a multitude of services including the valuation of companies, securities, equipment, real estate and other assets. 
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Key Contacts
Chuck McLane Chuck McLane Senior Managing Director
Dave Enick Dave Enick Managing Director
David A. Stagliano David A. Stagliano 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.