Private Equity Portfolio Services 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

Industry Expertise

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.

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Journey Through the Investment Lifecycle

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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Personalized Services

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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Private Equity Cyber Services Calculator

Get an estimate of the cost of cybersecurity for your business. Input your information into our Private Equity Cyber Services Calculator and customize the cybersecurity services solution for your Firm or client needs.

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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, and compilations
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