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.

emerging manager guide download icon

Emerging Manager Reference Guide

Download Now
Proforma Alternative Investments thumbnail

ProForma Alternative Investment Fund

Download Now
Proforma Venture Capital thumbnail

ProForma Venture Capital

Download Now
Proforma Private Equity thumbnail

ProForma Private Equity Fund

Download Now

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

Tune in as Withum’s Financial Services team discusses trending topics within Financial Services and Private Equity industries. From advice for emerging managers, first-time fundraisers to business migration strategies and other hot topics.

Find Us On YouTube

Visit our Financial Services YouTube channel to view video recordings on trending topics within Financial Services and Private Equity industries. Remember to Subscribe to receive an update on new releases.

Capital Table Podcast

Private capital markets have been evolving for many years, but never more so than in recent times, and especially now. Take a seat at The Capital Table with leading experts discussing insights into the private equity and M&A worlds, and take away the knowledge you need to excel in a rapidly changing marketplace.

Don’t miss out on new episodes from Withum’s The Capital Table! Listen and subscribe on Apple Podcasts, Google Podcasts or Spotify.


Tom Angell


New York, NY

Michael Oates


New York, NY

Joseph M. Cassano, Jr.


New York, NY