Private Equity

Our success serving the private equity community is based on one key ingredient: Value.

Award-winning results.

Our advisors have the industry knowledge and connections to advise you on all aspects of private equity transactions, from fund structure and deal flow to value creation and exit strategy execution. We can help you move forward with confidence, and make the most strategic decisions.

CSH’s commitment to our private equity clients was recognized with the prestigious 2015 ACG Cincinnati Deal Maker Award in the Service Provider category. Our clients nominated us for this program, which highlights outstanding companies with proven track records of leadership, innovation and success through the art of the deal.

We serve the needs of a wide range of clients, including:

  • Single Purpose Acquisition Entities
  • Strategic Buyers
  • Small Business Investment Companies
  • Individual Investors
  • Mezzanine Lenders
  • Private Equity Groups
  • Venture Capital Funds
  • Portfolio Companies
  • Hedge Funds
  • Broker/Dealers

Private Equity Services

Fund/Investor Solutions

  • Fund accounting and reporting
  • Fund audits
  • Tax planning and compliance
  • Valuation services

Portfolio Advisement

  • Portfolio company audits, reviews, tax compliance
  • Tax reporting to investors
  • Intangible asset valuation
  • Impairment evaluation
  • Disposition/exit planning
  • Accounting advisement
  • Dividend recap analysis

Transaction Advisory Services

  • Quality of earnings review
  • Financial due diligence
  • Forecasts and projections
  • Transaction accounting
  • Tax attribute inventory
  • State and local tax evaluation
  • Tax due diligence
  • Forensic review
  • Assist with offering memoranda

Value Throughout the Investment Life Cycle

Our private equity clients consider us a cost-effective alternative to national and international firms. Here’s why:

We Know the Market

Serving privately-held, mid-sized companies is not a “part-time” focus, it’s all we do. Our core clients are middle-market dynamic growth companies, and many are (or have been) private equity‒backed. We understand your goals and speak your language because we work with the same companies, stakeholders and teams you do.

Relationships Matter

We believe that doing the work and serving the client is not necessarily the same thing. One is about a talent for numbers; the other is about interacting with people. At CSH, relationships matter, and we believe that creating a supportive, helpful, working relationship is perhaps the most valuable talent we can offer. We become part of your team, and look for every opportunity to help you succeed. We provide proactive advice, and ideas to help you achieve your goals.

We Create Value

You need advisement and solutions structured to meet or exceed your expectations. We keep this top of mind as we serve you, because we know that creating value throughout the investment life cycle is the key to continuing a successful relationship.


Private Equity Advisors

Ready to start a conversation?

Get In Touch With An Advisor