#United States #Miami #Private Equity #financial advisory #Kaufman Rossin

Kaufman Rossin Launches New Private Equity Services

Kaufman Rossin, recognized as Florida's largest independent CPA and advisory firm and among the top 50 in the United States, has recently announced the introduction of a new practice named Kaufman Rossin PE. This specialized service aims to cater to the unique needs of private equity (PE) funds and their portfolio companies.

Comprehensive Lifecycle Support

Kaufman Rossin PE provides two key offerings:
1. Support for PE Funds: This includes comprehensive assistance for deal teams and portfolio companies during the entire lifecycle of an asset. It begins with the screening process for initial platform or add-on deals, extends through the acquisition phase, and continues with value creation strategies post-acquisition, all the way to an exit.
2. Operational Support for Fund Managers: This entails helping managers with crucial operational needs, such as onboarding procedures, fund accounting necessities, year-end audits, compliance with regulations, and even support for winding down operations when necessary.

Marc Feigelson, CEO of Kaufman Rossin, emphasized the importance of their independent status in the competitive landscape. He noted that many firms in the PE space are owned by private equity companies themselves, creating potential conflicts of interest. Kaufman Rossin, being partner-owned and independent, assures its clients that their interests are prioritized without any competing obligations limiting the advisory services they receive.

Expertise in Middle Market Investments

The focus of Kaufman Rossin PE is primarily on lower-middle to middle-market private equity funds and their portfolio companies. This is a segment that Kaufman Rossin has been engaged with for decades, and their specialized teams possess a deep understanding of various sectors, including technology and SaaS, healthcare, life sciences, business, professional services, manufacturing, distribution, and consumer products.

Michael Fletcher, the lead partner of Kaufman Rossin PE, highlighted their extensive interaction with founder-owned businesses at diverse stages of their life cycle. He pointed out that their team's familiarity with the intricacies of these businesses directly enhances the effective mergers and acquisitions (M&A) and operational support they can provide to PE firms.

Fostering Long-Term Relationships

Kaufman Rossin PE aims to build lasting partnerships with its clients, ensuring that they are equipped with tailored support that evolves with the growth of their investments. Their approach focuses on creating sustainable value for all stakeholders, thereby enhancing the prospect of successful outcomes.

To learn more about Kaufman Rossin PE and the breadth of services offered, visit kaufmanrossinpe.com.

About Kaufman Rossin

Kaufman Rossin operates independently as one of the most prominent CPA and advisory firms in the U.S. Headquartered in Florida, the firm has additional offices located in Miami, Fort Lauderdale, Boca Raton, Palm Beach Gardens, and New York. As a member of Praxity, Kaufman Rossin collaborates with a global network of independent accounting and consulting firms, ensuring comprehensive service delivery.