Private Equity Portfolio Services
Withum brings a thoughtful suite of services to private equity firms’ investment life cycles with investment and operating professionals’ combined perspectives. Beyond standard diligence, this means bringing actionable, earnings before interest, tax, depreciation and amortization (EBITDA) accretive insight, meticulous risk assessment and pragmatic cost reduction strategies that immediately provide opportunities for value enhancement.
Who We Help
- Technology and Emerging Growth Companies
- Healthcare and Hospitals
- Consumer Products, Retail, Food and Beverage
- Manufacturing
- Life Sciences
- Professional Services
- Financial Services
- Government Contracting
Our Approach and Services
With industry teams steeped in experience, you can execute with confidence knowing that your Withum service team knows the specific businesses and financial attributes of the target company’s business model.
Our Solutions
Successful transactions require quality, speed and efficiency, but closing a deal is just the beginning. We’ll stay on for the duration of the investment, providing guidance through each stage of its lifecycle.
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There’s no one-size-fits-all approach to doing deals. Each one is unique and requires carefully tailored services to fit your approach. Withum offers a suite of advisory, audit, tax and accounting services to support your investment strategy.
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Working with Withum through the Lifecycle of the Deal
Services for Private Equity Portfolio Companies
Consulting and Advisory Services
- Due diligence services (buy-side/sell-side)
- Business valuations
- Business integration
- Debt restructuring and recovery
- Pricing & profitability analysis and consulting
- Business risk management
- Business strategy and leadership coaching/support
- Culture, performance, and management assessment
- Business intelligence and analytics—Dashboards and industry-specific KPIs
- ERP and CRM solutions
- Cybersecurity services
- Technology deployment services
- Managed technology services
- Sustainability and CSR
Audit and Accounting Services
- Audit,review,andcompilations
- Audit of “opening and closing balance sheet”
- Financial accounting outsourcing solutions (FAO)—(in-source, co-source, out-source)
- Acquisition accounting
- Lease accounting
- Variable interest entities (VIE)
- Share-based compensation arrangements (ASC 718)
- Working capital analysis
- Inventory observations
Tax Services
- International,federal,andstate and local taxconsulting and compliance
- Tax minimization strategies
- Add-on acquisition structure planning
- Post-transaction tax integration
- Sell-side tax due diligence servicesto identify tax exposure prior to a divestiture
