Accountant Equities Professional Services 
Focus Investment Banking
JUNE 9, 2025
Private Equity Continues Push Into Professional Services There was a time in the not too distant past when private equity investors eschewed investments in accounting and consulting firms. With these highly sought after characteristics, it’s no wonder that private equity investors have taken note.
How2Exit
OCTOBER 23, 2023
Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He acquired Appletree Business Services and has since grown the firm through additional acquisitions.
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Focus Investment Banking
JANUARY 22, 2024
If you’re considering the sale of your consulting or professional services business, you should understand that buyers will be examining your Gross Margin as an indicator of the value of your firm. Professional services companies make money by billing out their experts and consultants at rates higher than the employee cost.
The TRADE
AUGUST 25, 2023
Pictet Asset Management has appointed Jade Beckmann as an equity trader, The TRADE can reveal Beckmann joins Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Prior to that, she held the role of financial products equity specialist at the firm.
Software Equity Group
OCTOBER 25, 2023
While Cost of Goods Sold, or COGS as it’s known in the world of accounting, is a seemingly straightforward principle, it is frequently miscalculated by software company entrepreneurs. COGS is a key metric private equity investors and strategic buyers use to evaluate companies. This includes their salaries.
The TRADE
AUGUST 28, 2023
Pictet Asset Management appointed Jade Beckmann as an equity trader. Beckmann joined Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager. Prior to that, she held the role of financial products equity specialist at the firm.
Solganick & Co.
MARCH 10, 2025
” About Kavaliro Kavaliro is an award-winning professional services firm with offerings across the United States. Founded in Orlando in 2010, Kavaliro offers professional, technical, and workforce solutions with agility, assurance, and authenticity within the government and commercial sectors.
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