Private equity business management solutions

Private Equity Solutions

Build, scale and outperform your investment goals


For nearly 30 years, Tatum has been a leading private equity resource, helping our long-term partners to conduct better due diligence and optimize management, operations and corporate strategy across their portfolios.

Today, we work with over 50 private equity firms each year, driving better business decisions, more rapid achievement of objectives and greater return on investment.

We know extracting maximum value from a business transformation requires a deliberate and decisive plan. Our top level executives have accumulated experience from thousands of transactions, including mergers, acquisitions, IPOs, carve-outs and spin-offs.

Watch our video to learn how you can drive your business forward.

Private Equity Due Diligence

Due Diligence

Our financial, operational and IT due diligence teams are experts at both uncovering potential issues and identifying opportunities to enhance value.

The honeymoon period for a portfolio company rarely aligns with the onthe- ground reality of transaction or transformation. And even when it does, there is always additional value to be extracted from more effective business systems and processes. That’s why Tatum offers:

• Senior level executives who provide hands-on strategic leadership

• Expertise addressing the entire life cycle of an investment 

• Rapid delivery of seasoned finance and technology leadership 

• Customized solutions that meet agreed-upon objectives and timelines

• Experience spearheading operational change to achieve results

Private Equity The First 100-Days

The First 100-Days

We execute a “First 100-Days” agenda to accomplish critical post-closing tasks, improve reporting and implement the steps needed to allow companies to execute a sound growth strategy.

Private equity firms rely on Tatum for customized solutions that meet aggressive objectives and timelines and rapid integration into operations to drive bottom-line growth.

We tighten business strategy and IT alignment by proactively hiring and integrating new executive level leadership on a temporary or permanent basis. We conduct rapid IT assessments to establish priorities and take action that will increase value.

Private Equity Liquidity Events

Liquidity Events

Tatum can create and defend sale-supporting analyses, help prepare offering documents, provide transactional-leadership or ready a company for an IPO, leaving management the ability to focus on building and safeguarding value during the critical realization process.

Tatum provides operationally based improvements to increase visibility and enhance business decision-making, such as:

• Identification of operational deficiencies and solutions

• Enhanced key metrics analysis

• Actionable planning and budgeting

• M&A integration

• Robust database of dynamic Interim Executives


Private equity business management consultant

Our Differentiators

There are three factors that set Tatum apart as a business management consultative partner.

Unrivaled candidates: Tatum’s deep bench of executive level leaders includes many executives who sat in the C suite office of financial, technology and healthcare companies during critical moments in the business life cycle.

Hands-on engagement management: Our approach balances methodology, documentation and deliverables with creative and collaborative client relationships.

Mutual goals: We partner with private equity clients to increase ROI and build better, more sustainable investments throughout the business life cycle.

Jim Schuchard, National Private Equity Leader

Jim Schuchard, National Private Equity Leader


Jim has over 35 years’ industry experience and expertise encompassing operations, financial management, business development and practice management. His specialties include management consulting, business strategy development, mergers and acquisitions and business process improvement.

Getting to know Jim:

Jim received both his M.S. in Finance and his B.S. in Finance from Texas Tech University. Besides spending time with his wife Melissa — also a native Texan — their two boys and grandchildren, Jim enjoys golf, exercise, travel and fine dining.

Skills and knowledge:

Innovative and strategic leader adept at helping clients improve business operations, build stronger teams and achieve business goals.

Mike Blank, Private Equity Northeast and Mid-Atlantic

Mike Blank, Northeast and Mid-Atlantic


Mike is recognized for his unusually robust understanding of private equity and financial services firms’ talent needs, gleaned in the course of 20-plus years in human capital management. He excels at carrying out due diligence processes and delivering superior consulting services based on a comprehensive understanding of clients’ needs.

Getting to know Mike:

Mike received his Bachelor’s Degree from West Chester University of Pennsylvania. He enjoys​ all sports related activities with an emphasis on playing golf, spending time on the Eastern Shore in MD., and most importantly spending time with his family.

Skills and knowledge:

Forward-thinking business leader skilled at partnering with private equity firms to support portfolio company investments and creating business propositions that help clients achieve short- and long-term goals.

Chris Shaw, Private Equity Northeast

Chris Shaw, Northeast


With over 16 years’ experience spanning private equity, hedge funds and investment services, Chris has deep expertise in the industry. Chris understands both sides of the private equity market, making him an integral contributor to the Tatum team. In addition to developing strategic business solutions and providing consulting services to private equity clients, Chris also has a wealth of experience in new business origination and private placement capital markets.

Getting to know Chris:

Chris holds a B.A. in Sociology from Colgate University.

Skills and knowledge:

Strategic leader who leverages his well-rounded background in private equity to help companies conduct better due diligence, optimize management and operations and generate financial success across portfolios.

Nick Wilkins, Private Equity National Talent Acquisition

Nick Wilkins, National Talent Acquisition


Nick is a recruiting and staffing expert with eight years’ experience finding temporary and permanent placements for top-flight candidates in technology, insurance and operations roles. He excels at nurturing new business opportunities, deepening existing relationships and crafting customized talent solutions that enable organizations to realize short- and long-term business goals.

Getting to know Nick:

Nick holds a B.A. in Communications from the University of Iowa. When not at work, Nick enjoys traveling, watching movies, sampling local brews and spending time with friends, family and his dog Oakley.

Skills and knowledge:

Outgoing and personable team leader, strategic thinker and talent acquisition expert who is passionate about connecting qualified candidates with clients.

JoAnna Bowen, Private Equity National Talent Acquisition

JoAnna Bowen, National Talent Acquisition


JoAnna is a recruiting and staffing expert with with more than six years’ experience finding temporary and permanent placements for top accounting and finance businesses in the Northeast market. She excels at building and maintaining a pipeline of senior-level and C-Suite talent with extensive experience in the Private Equity sector. JoAnna conducts Interim, project and contingent search opportunities throughout the country.

Getting to know JoAnna:

JoAnna was with Randstad Professionals for six years as the Practice Director, where she delivered exceptional accounting and finance talent and spearheaded business development activities in the Atlanta market. She holds a B.A. in Economics from Valdosta State University.

Skills and knowledge:

When JoAnna is away from the office, she spends the majority of her time with her husband and son. They enjoy visiting local parks, taking their American Bulldog on long walks and exploring new areas in Atlanta.


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