Private Equity Fund Services
Private Equity Services
Meaningful, accurate and timely support services are essential at every stage in the private equity life cycle. Whether the goal is to increase value, enhance portfolio performance, or start a new fund, Withum has the team and tools to support your firm and investments from start to finish. Our Private Equity Services Team possesses the depth of industry, breadth of experience and focus to assist private equity firms and their portfolio teams in delivering on investment objectives.
Our Private Equity Services
Whether buy-side, sell-side or looking for ways to enhance value during the hold period, our focus is on your firm, your investments and supporting the value creation to successful exit.
Private Equity Portfolio Services
Why Private Equity Firms Choose Withum
With experience that extends across multiple industries, we’re familiar with the nuances of each market sector. When you choose to work with Withum, you diminish the need for multiple advisors at various stages of your transaction. We tailor an engagement team specific to institutional investors’ needs, pulling from a pool of experts comprising industry, technical and operational acuity. That’s why private equity investors trust Withum to bring thoughtful financial insights, tax structuring, integration, and cyber risk mitigation to strengthen value creation. Simply stated, Withum is dedicated to the entire journey of your investment, maximizing its potential for success.
Private Equity Insights
Colleen Fay Featured on PEI’s Data Dive Podcast
Form PF Could Get Lighter: What the SEC and CFTC Proposal Means for Private Fund Advisers
For more than a decade, Form PF has been one of the more demanding items on the private fund compliance calendar. That may be about to change. On April 20, 2026, the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) jointly proposed a set of amendments that would pull back a…
How AI Is Resetting the SaaS Valuation Multiples in Private Equity and Private Credit
The private credit redemption wave of 2025–2026 has renewed focus on how software and technology assets are valued in an evolving AI environment. Software remains a significant area of concentration across alternative investment portfolios. A quarter of private credit – approximately $112 billion – is in software and technology. On the equity side, software drew…
2026 Private Funds CFO Fees and Expenses Survey
The AICPA’s 2025 Update Isn’t a Rule Change — It’s a Reality Check for Valuations
For years, private company valuations operated in a world that rewarded precision in theory more than alignment with reality. Models were refined, assumptions debated, and outputs carefully constructed — often with limited visibility into how the market itself was actually behaving. The American Institute of Certified Public Accountants’ 2025 update doesn’t introduce sweeping new rules….
Financial Services Resources
Our team delivers deep industry knowledge and unparalleled service, positioning us as a firm of choice. Through our financial services resources, we provide timely guidance and thought leadership to help answer the industry’s most pressing and trending questions.
Connect with Our Private Equity Leaders
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