West Region Private Equity Practice
CurrentLloyd is the West Region Private Equity Leader for RSM US LLP, As the West PE practice leader, Lloyd leads his team to develop growth strategies to serve PE firms and their portfolio companies, across all lines of business and industries in the firm’s 11 offices in the west, with a focus on the Bay area and Southern California. The industries include consumer products, industrial products, technology, financial services, health care, financial institutions and real estate. The West PE practice provides services to over 300 PE clients, and their portfolio companies.The west PE team in servicing PE funds and their portfolio companies are responsible for delivering all services including; assurance, tax, international tax, consulting, valuations, technology management services, transaction advisory services, financial advisory services, and risk advisory services. Since taking over the west region PE leadership role 7 years ago, PE revenue has increased over 450% in the west region. Lloyd also sits on the National Private Equity Leadership team for RSM US LLP.