Private Equity Fund Services
Private Equity Services
Meaningful, accurate and timely support services are essential at every stage in the private equity life cycle. Whether the goal is to increase value, enhance portfolio performance, or start a new fund, Withum has the team and tools to support your firm and investments from start to finish. Our Private Equity Services Team possesses the depth of industry, breadth of experience and focus to assist private equity firms and their portfolio teams in delivering on investment objectives.
Our Private Equity Services
Whether buy-side, sell-side or looking for ways to enhance value during the hold period, our focus is on your firm, your investments and supporting the value creation to successful exit.
Private Equity Portfolio Services
Why Private Equity Firms Choose Withum
With experience that extends across multiple industries, we’re familiar with the nuances of each market sector. When you choose to work with Withum, you diminish the need for multiple advisors at various stages of your transaction. We tailor an engagement team specific to institutional investors’ needs, pulling from a pool of experts comprising industry, technical and operational acuity. That’s why private equity investors trust Withum to bring thoughtful financial insights, tax structuring, integration, and cyber risk mitigation to strengthen value creation. Simply stated, Withum is dedicated to the entire journey of your investment, maximizing its potential for success.
Private Equity Insights
Where AI Actually Moves EBITDA in Private Equity Portfolio Companies
For private equity firms evaluating AI across portfolio companies, the challenge is no longer understanding the technology. It is deciding where AI actually changes the economics of the business. In the previous piece, Moonshots and Mop Buckets: When AI Investment Math Actually Works in Private Equity, the focus was on when AI investments make sense….
Moonshots and Mop Buckets: When AI Investment Math Actually Works in Private Equity
Executive Summary: AI in Private Equity–Where the Economics Work Every private equity professional is asking the same deceptively simple question when they look across the portfolio: What are we actually doing about AI, and where does it create real value within a hold period? Management teams are eager. Advisors are enthusiastic. AI vendors are everywhere….
PE Playbook Series: Purchase Accounting and Purchase Price Allocation
Purchase Accounting and Purchase Price Allocation (PPA) is a critical process in the private equity market and is most prevalent in the mergers and acquisitions (M&A) process. It involves allocating the purchase price of an acquired company to its identifiable assets and liabilities. This process ensures that the financial statements of the acquiring and acquired…
PE Playbook Series: Getting It Right – Auditing Stock-Based Compensation
Stock-based compensation has become a prevalent method for private equity firms to attract and retain top talent. This form of compensation aligns the interests of employees with those of the firm by providing them with equity interests. However, the complexity of stock-based compensation necessitates rigorous auditing to ensure accuracy and compliance. Stock-Based Compensation in Private…
Case Study: Buy-Side Financial and Tax Due Diligence of a Landscape Construction Company
Download a PDF of this case study Executive Summary Withum’s Transaction Advisory team assisted a private equity firm in acquiring a landscape construction company and evaluating the target’s financial reporting processes. The team identified deficiencies in their financial reporting function, provided recommendations for improvement, evaluated the seller’s EBITDA, and identified adjustments that resulted in a…
Financial Services Resources
Our team delivers deep industry knowledge and unparalleled service, positioning us as a firm of choice. Through our financial services resources, we provide timely guidance and thought leadership to help answer the industry’s most pressing and trending questions.
Connect with Our Private Equity Leaders
Partner
New York, NY
Industry Leader, Partner
New York, NY
Industry Leader, Partner, Practice Leader
Whippany, NJ
Industry Leader, Partner
Red Bank, NJ
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