Teams at KSM (Katz, Sapper & Miller)

Supports buy-side and sell-side financial due diligence for private equity and corporate clients. Analyzes quality of earnings, cash flow, working capital, financial and operational trends, and business risks. Assists with client presentations, deal reports, management discussions, site visits, and multiple transaction projects while evaluating investment thesis impacts.

Lead and manage buy-side and sell-side financial due diligence engagements. Oversee teams, evaluate quality of earnings, cash flows, working capital, and key business drivers. Build client relationships, support business development, train and mentor staff, participate in recruiting, and present findings to senior stakeholders.

Manage multiple tax engagements for private equity clients, supervise and train staff, review complex tax returns, liaise with partners and clients, develop practice, oversee billing and tax examinations, and contribute to business development.