Fundz

Baker Tilly Secures Strategic Investment Led by Hellman & Friedman

PRIVATEFeb 05, 2024

Round Type

Corporate Round

United StatesFinanceConsulting

Investors

Valeas Capital PartnersHellman & Friedman

Description

Baker Tilly US, LLP announces a strategic investment from private equity firms Hellman & Friedman and Valeas Capital Partners. The investment, estimated to close in early June 2024, recognizes Baker Tilly’s outstanding track record of value creation and marks the largest private equity investment in the US CPA sector to date. The significant investment provides the firm with access to additional capital and capabilities to accelerate growth through investments in talent, technology, and further strategic acquisitions directed at providing best-in-class client services.

Quick answer

Baker Tilly Advisory Group raised an undisclosed amount in a Corporate Round round, dated February 5, 2024. Investors: Valeas Capital Partners and Hellman & Friedman. Baker Tilly Advisory Group is based in United States.

How much did Baker Tilly Advisory Group raise?
Baker Tilly Advisory Group raised an undisclosed amount in a Corporate Round round on February 5, 2024.
Who invested in Baker Tilly Advisory Group?
Valeas Capital Partners and Hellman & Friedman are named as investors in this round.
What does Baker Tilly Advisory Group do?
Baker Tilly is a leading advisory firm providing accounting, tax, and consulting services.
Where is Baker Tilly Advisory Group based and how big is it?
Baker Tilly Advisory Group is based in United States.
Who are the decision-makers at Baker Tilly Advisory Group?
Fundz holds 3 contacts at Baker Tilly Advisory Group, including the Director of Data & AI. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Finance and Consulting around the same time

Companies in the same sectors as Baker Tilly Advisory Group that raised within 45 days of this round, from Fundz verified event records.

  • Float raised $208M (Funding Round) on March 20, 2024.
  • Marco raised $12M (Series A) on March 20, 2024.
  • Zed raised $6M (Funding Round) on March 20, 2024.
  • Taktiful Software Solutions raised $250K on March 19, 2024.
  • Marco raised $12M (Series A) on March 19, 2024.
  • FlexPoint raised $35M (Seed) on March 18, 2024.

Who to call at Baker Tilly Advisory Group, and when

A new round usually means Baker Tilly Advisory Group is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Baker Tilly Advisory Group raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Baker Tilly Advisory Group, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Baker Tilly Advisory Group. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Baker Tilly Advisory Group

Location

United States

About

Baker Tilly is a leading advisory firm providing accounting, tax, and consulting services. The firm is dedicated to helping clients manage risk and improve performance. Following a recent merger, it is enhancing its presence in key markets.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Baker Tilly Advisory Group raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

3 contacts
Verified contactsChristopher W., Director of Data & AISee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Baker Tilly Advisory Group's next move

See what Strategic adds

Baker Tilly Advisory Group raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.