Plante Moran Overview
Plante Moran General Information
Description
Founded in 1924, Plante Moran is an accounting, tax, and management consulting firm based in Southfield, Michigan. The firm offers advisory services such as financial, tax, transaction, strategy, operations, and technology expertise through the investment life cycle. Plante Moran specialization in a wide variety of industries including manufacturing, distribution, food and beverage, retail, technology, and healthcare sectors.
Plante Moran Services to Companies
Service on a Deal (16)
| Company Name |
Service Provided |
Deal Date |
Deal Type |
Deal Amount |
| Clip Interactive |
Auditor |
Jan 2020 |
00000
|
0000000
|
| 000000 |
Auditor |
Jul 2015 |
00000
|
0000000
|
| 00000000 000000000 |
Advisor: General |
Jun 2014 |
00000
|
0000000
|
| 0000000 00000000 |
Advisor: General |
Nov 2008 |
00000
|
0000000
|
| 000 0000000 |
Accounting |
Dec 2007 |
00000
|
0000000
|
| 00000000 0000000 |
Advisor: General |
Sep 2007 |
00000
|
0000000
|
| 0000 00 0000000000 |
Auditor |
Dec 2006 |
00000
|
0000000
|
| 0000000000 0000000 |
Auditor |
Aug 2005 |
00000
|
0000000
|
| Precision Hardware |
Accounting |
May 2005 |
00000
|
0000000
|
| Frontrunner Network Systems |
Advisor: General |
Nov 2004 |
00000
|
0000000
|
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Plante Moran Services to Investors
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Service on a Deal — Buy Side (13)
| Investor Name |
Service Provided |
Deal Date |
Deal Type |
Deal Amount |
| Lakeview Capital |
Advisor: General |
Jan 2020 |
00000
|
0000000
|
| 0000000 0000000 |
Accounting |
May 2018 |
00000
|
0000000
|
| 0000000 0000000 00 |
Advisor: General |
Apr 2018 |
00000
|
0000000
|
| 0000000 0000000 00 |
Advisor: General |
Apr 2018 |
00000
|
0000000
|
| 000 00000000 00000 |
Accounting |
Dec 2017 |
00000
|
0000000
|
| 00000 0000000 0000 |
Advisor: General |
Jul 2017 |
00000
|
0000000
|
| 00000000 0000000 0 |
Accounting |
Feb 2017 |
00000
|
0000000
|
| 0000000 000000000 |
Advisor: General |
Dec 2016 |
00000
|
0000000
|
| Onward Capital |
Accounting |
Nov 2016 |
00000
|
0000000
|
| Post Capital Partners |
Advisor: General |
May 2014 |
00000
|
0000000
|
Plante Moran Investment Preferences
| Preferred Industries |
Preferred Verticals |
Preferred Deal Types |
Geographic Preferences |
Transaction Amount |
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Plante Moran Team (157)
| Name |
Title |
Deals |
Office |
Contact
Info |
| Bill Lichwalla |
President & Chief Executive Officer, Cresa |
|
Southfield, MI
|
|
| Marty West |
Partner & President |
|
Southfield, MI
|
|
| Dan Trotta |
Chief Financial Officer & Partner |
|
Southfield, MI
|
|
| Dennis Graham |
Partner & Group Managing Partner, Management Consulting |
|
Southfield, MI
|
|
| Kathy Downey |
Managing & Audit Partner, Northwest Chicago Office |
|
Chicago, IL
|
|
32 Former Team Members
Plante Moran Subsidiaries (3)
| Company Name |
Industry |
Location |
Founded |
| Planning Perspectives (Michigan) |
Consulting Services (B2B) |
Birmingham, MI |
1990 |
| 00000000, 00000, 0 |
Accounting/Auditor |
Denver, CO |
0000 |
| 000000 00000 00000 |
Wealth Management Firm |
Southfield, MI |
|