Private equity value creation
RSM has deep roots in private equity
2,900+
Private equity and venture capital relationships
4,500+
PE-backed portfolio company clients
1,100+
Transactions completed annually
88
The number of top 100 U.S. PE firms (by AUM) that we serve
850+
M&A professionals
Maximize your exit. Multiply your success.
From Day 1, every decision sets the pace of value creation and long term success. At RSM, we empower private equity firms and portfolio company leaders to transform IT, finance, risk management, human resources, supply chain operations and customer experience into strategic enablers of growth.
We employ forward-thinking strategies for value creation that break from traditional approaches to improve EBITDA, mitigate risk and build a strong foundation for a successful exit. Backed by deep industry knowledge and demonstrated results, RSM helps you create an engine for long-term growth while managing costs and building operational strength—because in today’s market, sustainable value is the ultimate differentiator.
RSM is more than a service provider—we are a strategic ally committed to driving rapid operational improvements that support your mission to achieve maximum enterprise value at exit.
Rapid, measurable impact
Cost optimization without sacrificing scale
Risk mitigation and compliance confidence
Back-office stability that fuels growth
Support across the investment lifecycle
From due diligence to value creation to exit readiness, we align with your investment thesis to deliver results that maximize valuation.
Due diligence
Insights into financial, operational, digital and human capital performance
- Validate key assumptions
- Uncover potential risks
- Identify value creation levers early
Value creation
Tailored operational improvements that drive growth and efficiency to scale portfolio companies and prepare for a successful exit starting on Day 1
- Integrate operations seamlessly
- Transform through digital initiatives
- Optimize functional processes
- Manage risk effectively
Exit
Guidance and facilitation to enhance marketability, mitigate risks and drive value during exit strategies
- Prepare for a successful exit
- Assess and understand exposures
- Plan for a successful initial public offering
Success story
PE-backed health care network accelerates acquisition and integration timeline; taps RSM for M&A advisory, HR consulting, tax and assurance
- $5.1 million EBITDA capture from recurring labor and nonlabor synergies
- $700,000 medical record platform savings
- $150,000 saved by consolidating outsourced contracts
- Footprint consolidation
Success story
A health care technology company completes a carve-out in four months; creates standalone operations and minimizes transition service agreement (TSA) scope and cost
- Four-month implementation of core system functionality, integrations and business processes
- Minimized TSA scope and cost
- Reduced implementation time, costs, and simplified maintenance by strategically balancing standardized functionality with essential customizations
- Maintained critical business continuity for accounting and finance
Success story
A government contractor transitions to reseller status, saving $10 million in state and local taxes, enhancing competitive edge
- Recategorized as a reseller vs. end user to capitalize on tax advantages; secured state-by-state certificates
- Identified and secured $10 million in repeatable state and local tax (SALT) savings
- Overcame competitive price pressures
- Engaged RSM to identify multiyear, retroactive tax refunds
Success story
A chain of fueling stations and convenience stores turns to RSM to facilitate a successful integration
- 134 retail locations successfully transitioned in 20 days
- Avoided $500,000 in TSA costs
- All back-office functions and employees integrated into the organization on Day 1
- Eight workstreams successfully managed by RSM’s integration management office
Maximize ROI with our purpose-built private equity value creation services
Manage smooth transitions, protect value and accelerate results
Strengthen financial clarity to fuel business growth
Implement tech-forward strategies to drive efficiency, scalability, and growth, unlocking value faster
Identify risk exposure, track cybersecurity maturity and monitor the progress of critical improvement priorities
Support transformation though HR tech, change management and compliance
Prepare operations and financial discipline to meet public market expectations
Why choose RSM for private equity consulting?
Middle market focus
Partner-led engagements and dedicated relationship managers
Fact-based insights enhanced by experience
Unmatched depth in technology transformation
Relentless focus on measurable impact
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