Michael Schwartz, CPA

Business Advisory Services Partner

With more than 40 years of accounting, advisory, and investment experience, Michael brings a focus on the bottom line to organizations of all sizes. He works with private equity and venture capital firms, portfolio companies, and high-net-worth individuals to optimize performance, manage risk, and deliver optimal returns.

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I provide strategic guidance to investment firms seeking to safely and profitably maximize the value of their portfolios. I support a holistic view of portfolio performance that incorporates financial, operational, and tax compliance perspectives. 

My background includes experience working with a private equity firm that invested in middle market companies. I’ve served as senior advisor to a number of private equity firms with assets under management exceeding $4 billion. 

I am also proud to serve as a member of the School of Business Board of Advisors for one of New York’s leading universities. 

Before joining MGO, I founded and managed Schwartz & Company, LLP, a regional CPA firm with offices in New York City, Bellmore, New York, and Boca Raton, Florida. Passionate about service, I am currently a member of several advisory boards for private and nonprofit companies. 

Long Island University, Brookville, New York, M.A., Taxation

The City University of New York, New York, M.A., Education of Science

The City University of New York, New York, B.A., Accounting and Education