Marcum’s Private Equity (PE) Group is the middle market preferred choice for PE firms, family offices, independent sponsors, investment banking firms, and lenders navigating the PE life cycle. With a national team of dedicated PE professionals, Marcum has the deep expertise you need to provide support for mission-critical mergers, acquisitions, and divestitures, when and where you need it.

Marcum understands your challenges. Our PE professionals are positioned to address your needs, regardless of industry. Since 1951, Marcum’s assurance, tax and consulting teams have helped middle-market businesses grow and succeed—we know this space inside and out.

As one of the nation’s largest independent accounting firms, Marcum offers comprehensive buy-side due diligence services, helping to ensure you make a solid investment. Our experienced PE team will assist you in evaluating whether your deal is operationally and strategically smart for your company—and healthy and profitable for your portfolio.

When you need it, Marcum also offers fully integrated sell-side due diligence services. This guidance can be pivotal to ensuring a smooth exit when you decide it’s time to sell or go -public. Before moving forward, an objective and insightful assessment by our PE team will help you understand the current dynamics of your investment so you can address potential issues up front and minimize the likelihood of unpleasant surprises during the sale process.

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Private Equity Framework


1. Deal Origination


3. Planning

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4. Value Creation

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Deal 360

Quarterly update for dealmaking community on pertinent issues.

Get to know Jeffrey Zudeck

Marcum National Private Equity Practice Leader