CEO
Insero Advisors, LLC
Nancy Catarisano, CPA, is the CEO of Insero Advisors, LLC and the founder of the firm’s Client Accounting Services Group. With more than 35 years of experience, she provides strategic financial leadership and business advisory services to privately held companies across a wide range of industries.
Nancy specializes in outsourced CFO services, business consulting, financing, mergers and acquisitions, cash flow management, and profit enhancement strategies. Since 1990, she has partnered with business owners and leadership teams to provide services ranging from accounting transaction processing and cash management to strategic planning, debt and equity financing, and business acquisitions and sales. Her approach combines financial expertise with practical business insight, helping organizations navigate challenges, capitalize on opportunities, and achieve long-term growth.
As a recognized leader in the accounting profession and business community, Nancy is passionate about helping organizations strengthen their financial foundations while creating meaningful impact for their employees, clients, and communities.
A successful private equity transaction involves far more than valuation. Before firms move forward with a deal, they must determine whether a potential partner is the right fit culturally, strategically, and economically. In this panel, accounting firm leaders who have partnered with outside capital will discuss the key conversations, evaluations, and decision points that occur before a transaction is completed.
From assessing strategic alignment and long-term goals to evaluating cultural fit and economic outcomes, panelists will share the lessons they’ve learned, the questions every firm should ask, and the due diligence required to make an informed decision.
Attendees will gain a practical framework for evaluating opportunities, aligning partner groups, and determining whether a potential partnership creates lasting value for the firm, its people, and its clients.