Who we serve
Private equity
Transaction advisory and portfolio company accounting for lower middle market private equity firms.
Overview
Lower middle market private equity firms acquire founder-led companies whose accounting rarely meets institutional standards. Diligence must move quickly, and portfolio companies need a finance function that can report to the fund from the first month. Edler Zain provides buy-side Quality of Earnings, add-on diligence, outsourced accounting for portfolio companies, and sell-side preparation for exits.
Common challenges
Diligence on founder-led targets with cash-basis or incomplete books
Add-on acquisitions with compressed timelines
Portfolio company accounting that does not meet fund reporting standards
Monthly close, KPI reporting, and lender covenant compliance
Tax structuring at acquisition and across the hold period
Sell-side preparation and data room readiness at exit
How we help
Our services for private equity firms include:
Who we serve
Lower middle market funds acquiring platforms and add-ons with $1 million to $15 million of EBITDA in services, trades, healthcare, manufacturing, and distribution.
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
Frequently asked questions
How does your Quality of Earnings compare to a national firm's?
Our scope covers the same areas, including earnings adjustments, proof of cash, working capital, and concentration analysis, with faster turnaround and lower fees suited to lower middle market deal sizes.
Can you handle accounting for multiple portfolio companies?
Yes. We provide a consistent close process and reporting package across portfolio companies.
Do you support add-on acquisitions after the platform closes?
Yes. We perform add-on diligence and manage the accounting integration into the platform.
Can you prepare a portfolio company for sale?
Yes. We prepare sell-side Quality of Earnings and support data room preparation ahead of a process.