The financial services industry thrives on the value of relationships and relies on the experience and knowledge of trusted advisors to help them grow and maximize their investments. Withum Financial Services Team delivers a depth of knowledge and unparalleled service, making us the firm of choice in the financial services industry. We offer guidance to answer trending questions in the industry.

Reference Guides and Proformas

We also understand the importance of having resources easily accessible when you need them the most. When given the right tools, you have the ability to make smarter decisions and investments that yield success. We offer a number of guides to support your investment strategy.

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Emerging Manager Reference Guide

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ProForma Alternative Investment Fund

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ProForma Venture Capital

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ProForma Private Equity Fund

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Buyouts Emerging Manager Report

Withum is proud to sponsor the fifth annual Buyouts Emerging Manager Reportin conjunction with Gen II Fund Services, LLC.This year’s report discusses the different opportunities and factors that new general partners should consider when launching their funds and critical areas of focus for limited partners that invest with emerging managers.

With restrictions on face-to-face meetings, which make building new investor relationships difficult, LPs are being inundated with early requests for re-up from established firms. One thing is clear, the fundraising environment for emerging managers is challenging.

Some highlights from this year’s survey include:

  • Hiring Trends and DE&I programs
  • Sourcing LP capital – where did the commitments come from?
  • Anchor investor considerations

Video Resources

Explore our Financial Services YouTube channel for insightful discussions on current trends in the Financial Services and Alternative Investment industries. Join Withum’s Financial Services team as they delve into emerging manager advice, first-time fundraisers’ insights, business migration strategies, and other relevant topics.

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Latest Video Series: The Alternative Route

Explore the dynamic realm of alternative investments through The Alternative Route video series. Delve into market shifts, investment strategies and operational insights through captivating conversations with industry thought leaders. Tune in to our latest episodes to discover how this series is your go-to guide to the asset management industry.

Financial Services Leadership

Tom Angell


New York, NY

Colleen Fay


Whippany, NJ