We know transactions

We have the experience to help you
close the deal and get the most value.

AGH's experience in private equity

AGH’s more than 75 years of experience as a trusted advisor for middle-market companies, combined with deep corporate finance and financial management expertise, delivers unique insight to help private equity firms acquire, manage, improve profitability and divest portfolio companies.

Services tailored for the private equity industry.

Full service capability

AGH has the technical resources and professionals to assist throughout the entire transaction, from acquisition to divestiture. We help evaluate opportunities through a risk-management approach to help formulate the right strategy for capturing the best value from the transaction.

Efficient and cost-effective resources

Our team of professionals understands that timing is everything and there is no “one-size-fits-all” approach in transactions. We develop a customized, cost-effective approach tailored to your needs and delivered on time.

Team approach

AGH believes in relationships with clients. While we are dedicated to a team approach, we understand the value of having one key contact at AGH. Although a transaction may tap into a variety of AGH’s resources, our team approach limits redundancy in communications to streamline your experience.

Able to travel

AGH is not location-restricted. AGH’s client base is represented in 48 of the 50 states with US and international owners. No matter where a deal takes you, AGH will be there.

See our work

See recent case studies and sample projects.

Issues we can help solve

Issues commonly identified in private equity transactions include inaccurate accounting, non-compliance within state and local tax, unsophisticated IT systems and sustaining employee buy-in. AGH has the tools to assist in these and many other situations critical to make a transaction successful.

Areas we can help

Our services for private equity firms and their portfolio companies fall into several broad categories:

Buy-side due diligence
- Assess earnings and cash-flow quality
- Analyze the expected assets acquired and liabilities assumed
- Evaluate recent and historical working capital
- Identify weaknesses in internal control and personnel
- Analyze the target’s financial projection analyses; review the purchase agreement
- Employee benefit reviews and risk assessments
Sell-side due diligence
- Identify and remediate, if possible, risks early to accelerate time to close
- Improve accuracy of historical and projected financial information for inclusion in marketing materials
- Provide a buyer with a transparent, objective and credible view of the business
- Identify positive and negative adjustments that impact EBITDA
- Establish working capital targets and review net working capital prepared by the buyer
- Assist internal management with experienced resources to complete the transaction
- Increase competition between buyers and minimizing buyer negotiations after the letter of intent
- Maximize after-tax proceeds by addressing risks and optimizing the deal structure
Transition and management services
- Outsourced accounting, CFO, HR, IT and other management assistance on a temporary, long-term or permanent basis.
- Strategic planning facilitation focusing on any of the following: customer retention, employee retention, and organizational alignment within the culture
- Leadership coaching
- Retirement plan termination or conversion
- Payroll and HR information systems conversion or upgrades
- CMMC-AB Registered Providers to help manufacturers with government contracts comply with CMMC requirements.

Sign up for compliance/tax alerts and webinars sent straight to your inbox.

Industry team leader

Jerry Capps state and local tax

Call us Email us Connect with us

Gerald Capps, JD

Senior Vice President
State & Local Tax Services

Jerry Capps and the State and Local Tax (SALT) team provide sophisticated state and local tax planning, strategic advice and advocacy to numerous mid-market, Fortune 100 and industry-leading companies. The team has returned many millions of dollars in one-time and recurring tax savings to companies.

In addition to planning and compliance, the SALT practice includes legislation and policy, litigation, and controversy matters involving income, franchise, sales and use and property taxes. Jerry's work involves critical questions on nexus, apportionment, the Multistate Tax Compact, and the equal protection, due process and commerce clauses of the United States Constitution. He is a respected advocate on issues of tax policy and he represents clients in all phases of state and local tax controversy, including audit assistance and administrative hearings. He also provides counsel on state and local income and transactional costs for mergers, acquisitions and corporate reorganizations.

Jerry is a member of the Institute for Professionals in Taxation, the Kansas Society of Certified Public Accountants, the American Bar Association and the Kansas Bar Association. He has been engaged as a keynote speaker for organizations such as the Institute for Professionals in Taxation, state and local CPA societies, university and professional accounting conferences, and chambers of commerce.

Contact us to see how we can help your organization.