RSM Sponsor Page – ACG CapCon

Comprehensive M&A Services

Based on three elements: people, processes and tools that is appreciated by both buy and sell-side M&A professionals.
Focused on active listening and thorough inquiry.
Offer business consulting for operational change and process improvement.
Offer a variety of customizable solutions tailored to the unique needs of each M&A project.
Provide financial advisory beyond the balance sheet to enhance performance indicators.
Technology services to expose data insights, accelerate digital transformations and improve integration.

M&A360™

The M&A360™ framework is a holistic approach to private equity consulting, which focuses on delivering measurable value for investments.
M&A360 addresses each unique transaction type—from carve-outs to joint ventures—and leverages technology and data-driven insights to accelerate performance and maximize value creation.
Services include comprehensive diligence, exit planning and positioning.
Supported by advisors dedicated to creating and preserving value aligned with the investment thesis.
Results in a seamless and highly efficient investment experience.

RSM at a Glance

About RSM

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class assurance, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.

RSM is the leading provider of assurance, tax and consulting services focused on the middle market, with more than 16,600 professionals in 81 U.S. cities, six locations in Canada, one in El Salvador and four in India. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent assurance, tax and consulting firms with 57,000 people in 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed.

RSM is a thought leader in the profession concerning the imperatives of culture, diversity and inclusion. At RSM, culture, diversity and inclusion (CDI) is how we thrive. It is not only part of our values, but also how we foster an inclusive workforce, help the middle market address an ever-changing world and generate better business results for our firm and our clients.

The recruitment, advancement and retention of underrepresented women and minorities and the inclusive talent experience for all professionals is a key goal. RSM funds 12 employee network groups (ENGs) to address the needs of our diverse talent population and, by extension, to increase cultural competency in our client service.

RSM Practice Areas

Business tax

Consulting services

Family office services

Financial management

Global business services

Managed services and outsourcing

M&A advisory services

Private client services

Risk, fraud and cybersecurity consulting

RSM Leadership

Jerry Varga

Partner, Assurance Services
San Diego Office Leader

Brian Becker

Managing Partner & CEO

Bill Gorman

Chief Financial Officer

Doug Opheim

Chief Financial Officer

Jiten Shah

Chief Financial Officer

Andy Bosman

Chief Marketing Office

Tom Ferreira

Chief Global Officer

Ty Beasley

Chief Talent Officer

Tracey Walker

Chief Diversity Officer

RSM Focus On M&A

Buy-side due diligence services - Many companies rely on RSM’s objective and comprehensive due diligence to support their buy-side activities. They know that our buy-side Transaction Advisory team, composed of specialists from diverse industry and professional backgrounds—financial, tax, operations, human resources, information technology, and risk—approach due diligence with total objectivity.

Sell-side due diligence - RSM brings a broad-based approach to due diligence, one that includes, a review of financial, operational, tax, technology, and cybersecurity risk factors that could steal value from a deal. We dig deep, getting in front of potential issues and ensuring the investment thesis is well supported even before a potential buyer has been identified. We help you be transparent and proactive.

Divestitures and carve-outs - When organizations elect to divest or carve-out a percentage of their assets for strategic purposes, they face an array of challenges. Few organizations have the experience, training, and technology to pull it all together. That’s why so many turn to RSM’s sell-side divestiture and carve-out team for strategic guidance and hands-on implementation

Financial accounting services for transactions - RSM’s transaction accounting team can quickly prepare closing statements and a GAAP-compliant, audit-ready opening balance sheet. We draw on our extensive experience with the post-close process to provide technical accounting, required valuations, purchase price allocation (PPA) and supporting documentation.

Sign-up for RSM’s M&A insights

M&A360™ - Through our M&A360™ framework, we take a holistic approach to private equity consulting that delivers measurable value for your investment by applying proven methodologies, industry knowledge, and complete deal capabilities. Across all stages of the investment life cycle, our private equity team gives you end-to-end deal support and delivery—from comprehensive diligence to exit planning and positioning.

RSM Locations

Corporate headquarters

Alabama

Alaska

Arizona

California

Colorado

Connecticut

District of Columbia

Florida

Georgia

Illinois