{"schemaVersion":"1.0","matched":true,"query":{"name":"Baker Tilly Advisory Group, LP","city":null},"permalink":"https://whoowns.cashpaymed.org/record/baker-tilly-advisory-group-lp","record":{"id":"baker-tilly-advisory-group-lp","name":"Baker Tilly Advisory Group, LP","descriptor":"Non-attest tax and business advisory partnership; exact legal-entity boundary","checked":"October 17, 2026","peStatus":"confirmed","statusLabel":"Current private-equity involvement confirmed","statusDetail":"The current ownership chain includes Valeas Capital Partners as an investor. The cited evidence does not establish control.","alternatives":[],"chain":[{"role":"Business","entity":"Baker Tilly Advisory Group, LP","detail":"Non-attest tax and business advisory partnership; exact legal-entity boundary"},{"role":"Private-equity investor","entity":"Valeas Capital Partners","detail":"Valeas Capital Partners' current portfolio page identifies its June 2024 Baker Tilly investment with Hellman & Friedman and excludes an equity interest in the audit/attest business. Current Baker Tilly legal notices separately identify Advisory Group LP as the non-attest business. This is a partial advisory-company investor disclosure; no attest LLP ownership, exact percentage, full investor list or control is inferred."}],"facts":[{"dimension":"Private-equity relationship","label":"PE-backed","statement":"The current ownership chain includes Valeas Capital Partners as an investor. The cited evidence does not establish control.","evidenceDate":"October 17, 2026","sources":[{"label":"Current Valeas Baker Tilly portfolio disclosure: investment excludes audit and attest equity","url":"https://valeas.com/portfolio/bakertilly/"}]},{"dimension":"Operating relationship","label":"Non-attest tax and business advisory partnership","statement":"Baker Tilly Advisory Group, LP only. Current company legal notices identify this non-attest advisory business separately from Baker Tilly US, LLP. Valeas Capital Partners' current portfolio page describes its June 2024 investment with Hellman & Friedman and explicitly excludes an equity interest in the audit and attest business. The published advisory-company investment is not a finding about the attest LLP's ownership. This is a partial investor disclosure; it does not establish current ownership percentages, all fund or intermediate entities, a complete investor list, control, local-office ownership or service coverage. Other disclosed investor relationships, including Hellman & Friedman-affiliated interests, are not exhaustively modeled.","evidenceDate":"October 17, 2026","sources":[{"label":"April 28, 2026 company release and legal notices distinguish Baker Tilly US LLP and Advisory Group LP","url":"https://www.bakertilly.com/news/baker-tilly-collaborates-with-basis"}]},{"dimension":"Ownership form and scale","label":"Private-equity investment disclosed; full ownership and control unresolved","statement":"Reported scale: Company-level record; physical offices unverified. Ownership form and geographic scale are shown separately.","evidenceDate":"October 17, 2026","sources":[{"label":"April 28, 2026 company release and legal notices distinguish Baker Tilly US LLP and Advisory Group LP","url":"https://www.bakertilly.com/news/baker-tilly-collaborates-with-basis"}]}]},"matchScope":"entity-only","coverageWarning":null,"license":{"name":"Creative Commons Attribution 4.0 International","url":"https://creativecommons.org/licenses/by/4.0/","attribution":"WHO OWNS THIS? (https://whoowns.cashpaymed.org)"}}