Private Equity & Capital Markets

Helping Investment Firms Create Value Beyond Capital

Our Services

Each business has its own requirements. We begin by understanding how yours operates and what you need from an advisor.

Transaction Advisory & Portfolio Support

From evaluating opportunities to supporting portfolio companies after acquisition, Squire provides practical financial and operational guidance throughout the investment lifecycle. Services Include:

Financial due diligence support

Financial reporting and technical accounting

Operational assessments

Quality of earnings assistance

Tax planning and transaction structuring

M&A and Transaction advisory

ERP Advisory & Implementation

Technology is one of the fastest ways to create value across a portfolio. Squire’s dedicated ERP Advisory & Implementation team helps investment firms standardize financial systems, streamline operations, and improve visibility across portfolio companies.

As experienced NetSuite and Microsoft Dynamics 365 advisors, we help organizations evaluate, implement, optimize, and integrate ERP solutions that accelerate post-acquisition integration, improve financial reporting, and support scalable growth. Services Include:

Business intelligence and reporting

ERP strategy and platform selection

Financial systems integration

Microsoft Dynamics 365 implementation and support

NetSuite implementation and optimization

Outsourced Accounting & Strategic CFO Services

We help CFOs and finance leaders build stronger finance functions through scalable accounting processes, accurate reporting, and strategic financial guidance that supports informed investment decisions.

Services Include:

Outsourced CFO and controller services

Financial reporting and compliance

Technical accounting support

Forecasting and strategic planning

Cash flow and working capital optimization

Why Businesses Trust Squire

Many firms can support a transaction. Few help create value after the deal closes.

Squire brings together transaction advisory, accounting, tax, and ERP consulting under one team. Our integrated approach helps investment firms modernize financial systems, accelerate post-acquisition integration, improve operational visibility, and support portfolio growth. With deep expertise in NetSuite and Microsoft Dynamics 365, we help clients build a stronger operational foundation for long-term success.

Joe Hillstead Partner

Ben Mejia Senior Manager

Frequently Asked Questions

What organizations does Squire serve?

We partner with private equity firms, venture capital firms, family offices, fund administrators, investment groups, and portfolio companies, providing advisory services throughout the investment lifecycle.

What makes Squire different from other advisory firms?

Our dedicated ERP Advisory & Implementation practice differentiates us from traditional accounting firms. By combining technology consulting with accounting, tax, and transaction advisory, we help investment firms create operational value long after a transaction closes.

Which ERP platforms does Squire support?

Squire specializes in NetSuite and Microsoft Dynamics 365, helping organizations evaluate, implement, optimize, and integrate ERP solutions that improve reporting, streamline operations, and support growth.

Do you work with portfolio companies after an acquisition?

Yes. We regularly support portfolio companies with ERP implementation, accounting, tax, financial reporting, and operational advisory to help management teams integrate systems, improve performance, and scale efficiently.

When should a private equity firm engage Squire?

We provide value before, during, and after a transaction. Whether you're evaluating an acquisition, integrating a portfolio company, modernizing financial systems, or improving finance operations, our team helps organizations build a stronger foundation for growth.