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
2026 Private Funds CFO Fees and Expenses Survey
The AICPA’s 2025 Update Isn’t a Rule Change — It’s a Reality Check for Valuations
For years, private company valuations operated in a world that rewarded precision in theory more than alignment with reality. Models were refined, assumptions debated, and outputs carefully constructed — often with limited visibility into how the market itself was actually behaving. The American Institute of Certified Public Accountants’ 2025 update doesn’t introduce sweeping new rules….
Democratization of Financial Markets: Inflection Point or Illusion?
For decades, access to private markets has been largely reserved for institutional investors and a narrow segment of high-net-worth individuals. Today, that paradigm is being challenged. Recent regulatory signals suggest a meaningful shift, one that could redefine how retail capital participates in private investments. At the center of this evolution is a fundamental question: Are…
Redemptions and Reality: Rethinking Liquidity in Private Credit
As the Financial Times reported on April 2, the U.S. Treasury is urging regulators to convene now on the risks building in private credit—an indication that concerns around governance gaps in the sector are beginning to intensify. Recent redemption constraints weren’t a sign of failure in private credit, but they did bring a long-standing tension…
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….
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
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