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.
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
Tax Services
- International, federal and state and local tax consulting and compliance
- Tax minimization strategies
- Add-on acquisition structure planning
- Post-transaction tax integration
- Sell-side tax due diligence services to identify tax exposure prior to a divestiture
Working with Withum through the Lifecycle of the Deal
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.
Learn MoreSuccessful 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.
Learn MoreThere’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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