Kaiser Consulting

has been acquired by

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ABOUT THE COMPANY:

Kaiser Consulting, LLC (“Kaiser Consulting” or the “Company”) offers a full suite of accounting, finance, and information technology compliance solutions to help organizations navigate the complexities of growth and change. The Company’s accomplished professionals collaborate with executives and management teams to reduce business and operational risks, bridge resource gaps, and optimize company-wide financial performance. A trusted advisor since its founding by Lori Kaiser in 1992, Kaiser Consulting serves enterprises of all sizes, including privately held and publicly traded businesses, multinational Fortune 100 and Fortune 500 companies, closely held entities, visionary start-ups, and mission-driven nonprofit organizations. 

SITUATION:

Founder and management-owned Kaiser Consulting was seeking a partner to support the Company’s future growth and build on the strength of its expertise and relationships. Kaiser Consulting sought a partner to collaborate with the existing leadership team to expand its ability to provide additional services to clients in current and new markets.

ENGAGEMENT:

G2 Capital Advisors, LLC (“G2”) was engaged by Kaiser Consulting as its exclusive financial advisor. G2 led a targeted sell-side transaction process focused on identifying the right partner and deal structure to support the strong, differentiated platform Lori Kaiser and her team have built.

OUTCOME:

G2 successfully led Kaiser Consulting through a sale process that achieved our client’s goals through an acquisition by Pine Tree Equity in August 2022. In partnership with Pine Tree, Kaiser Consulting will continue to service its clients in the same industry-leading manner as it has for decades with the same leadership and focus on relationships and client service. “G2 was a trusted partner to me and to the Company throughout the process providing key insights, advice, and leadership,” said Lori Kaiser, CEO and founder of Kaiser Consulting. “With G2’s support we achieved an outcome that exceeded our expectations. We couldn’t be more pleased with the result.”  Kaiser continued, “I remain the largest individual shareholder in the Company and am dedicated to ensuring Kaiser Consulting clients continue to experience the industry leading service they have come to expect and that our employees continue to thrive and benefit from our culture that includes recognition as a seven time “Best Places to Work” award recipient.” “The partnership between Kaiser Consulting and Pine Tree provides a platform for continued success and accelerated growth,” said Kerri Ford, Managing Director and Head of Technology & Business Services at G2. “The G2 team is honored to have worked with Lori and her team to create strategic value within an industry vertical that is a key focus for G2.”

DEAL TEAM:

SUB-SECTOR

Accounting & Compliance Consulting

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