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Zach Baumstein

Vice President, Private Equity Services

Zach helps lead the growth and operational design of our Private Equity Services practice, working with private equity investors and their portfolio companies to accelerate value creation. He is responsible for driving the design, growth and day-to-day effectiveness of the practice, ensuring engagements deliver measurable, meaningful impact.

Drawing from a Big Four background in finance and operational transformation, Zach brings a sharp focus on delivery quality that aligns with the broader PE investment thesis. He works closely with clients and delivery teams to define scalable solutions, instill execution discipline, and unlock growth opportunities across the investment lifecycle.

Prior to SolomonEdwards, Zach held a variety of advisory roles at Ernst & Young (EY) and most recently led client relationship efforts across SolomonEdwards’ former Transaction & Regulatory Advisory Services practice.

Service Expertise

Insights

Areas of Expertise

  • Private Equity Advisory
  • Operational Strategy & Execution
  • M&A Readiness & Integration
  • Finance and Business Transformation
  • Portfolio Company Optimization
  • Cross-Functional Program Management
  • Scalable Solution Design

Previous Experience

  • SolomonEdwards – Client Relationship Manager
  • EY – Senior Transformation Consultant
  • EY – Staff Advisory Consultant, Government & Public Sector

Education & Certificates

  • Bachelor’s, Business Management and Entrepreneurship, University of Maryland

 

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