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§ Private Profile · 575 Anton Boulevard, 11th Floor, Costa Mesa, California 92626, United States
RSM Equico is a company.
Key people at RSM Equico.
RSM EquiCo is an investment banking and business valuation firm. It delivers specialized corporate finance advisory, focusing on mergers, acquisitions, and divestitures, and expert valuation opinions. The firm guides clients through complex transactions, supporting the buying, selling, and brokerage of middle-market securities.
Founded in 2001, RSM EquiCo arose from the demand for focused financial advisory in the middle market, integrating into the larger RSM organization. This move enhanced RSM McGladrey’s (now RSM US) financial and consulting services with its distinct valuation and M&A expertise, solidifying its support role.
RSM EquiCo serves middle-market companies engaged in strategic financial events like business sales or acquisitions. Its vision empowers these businesses with actionable financial intelligence and execution assistance for critical decisions. Its legacy within RSM continues to influence integrated advisory services, guiding complex financial transitions.
Key people at RSM Equico.
RSM EquiCo Inc. is a global investment banking firm specializing in services for private companies with annual revenues up to $500 million, focusing on business valuation, mergers and acquisitions (M&A), divestitures, and corporate finance advisory.[1][2] It targets mid-market private enterprises, providing tailored advisory to facilitate growth, exits, and strategic transactions in a competitive landscape. While not a traditional venture capital investor, its role supports the startup and scale-up ecosystem by enabling funding rounds, buy-side/sell-side deals, and value optimization for emerging businesses navigating capital markets.[1][2]
Limited public details exist on RSM EquiCo's founding year or key partners, but it operates as a specialized boutique firm within the broader RSM network, a global professional services provider.[1][2][3] Its evolution centers on mid-market private company advisory, likely emerging from demand for accessible investment banking amid increasing M&A activity for sub-$500M revenue firms. Early focus appears rooted in business valuation expertise, expanding into full-spectrum corporate finance to address gaps in services for non-enterprise clients.[2]
RSM EquiCo rides the wave of mid-market M&A resurgence, fueled by private equity dry powder, tech-enabled efficiencies, and post-pandemic consolidation in tech and SaaS sectors. Timing aligns with 2020s trends like elevated interest rates pushing companies toward strategic exits or financings, where sub-$500M firms seek specialized advice amid regulatory scrutiny and market volatility.[3] Favorable forces include digital transformation in deal-making (e.g., AI-driven valuations) and RSM's ecosystem knowledge, positioning it to influence tech startups' paths to liquidity events. It bolsters the ecosystem by bridging advisory gaps, enabling faster scaling and exits that recycle capital into innovation.[1][2][3]
RSM EquiCo is poised for expansion as mid-market deals rebound with stabilizing rates and AI-fueled growth in tech valuations, potentially deepening tech sector penetration via RSM synergies. Trends like ESG-integrated finance and cross-border M&A will shape its trajectory, amplifying influence on startup liquidity. Expect evolution toward tech-native tools for virtual deal rooms, solidifying its niche as a go-to for private company transformations—echoing its core mission of empowering sub-$500M enterprises in dynamic markets.[1][2][3]