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RSM Services

Financial Services

We help organizations navigate complex reporting, governance and regulatory issues to achieve their business objectives.


RSM Services

Business Development Companies

Business development companies (BDCs) help drive the economy by providing small, growing businesses access to capital.


RSM Services

Hedge Funds

...With experience handling more than 1,500 investment funds (including hedge funds, fund of funds, commodity pools, and private equity funds), we...


RSM Services

Small Business Investment Companies

...SBIC funds can be an attractive source of low-cost capital to invest in lower middle-market businesses. Whether a private equity fund is...


RSM Services

Insurance

RSM’s insurance practice was built on the foundation of providing a better alternative for growing insurance companies.


RSM Services

Asset Management

We bring together our industry professionals and extensive experience to provide advice and guidance to broker-dealers across the nation.


RSM Services

Registered Investment Companies

...Registered Investment Companies Many mutual fund complexes are constrained in their selection of accounting, tax, audit and business consulting...


RSM Services

Assurance for Financial Services

RSM has developed a tailored approach that meets the diverse assurance needs of today's financial services companies.


RSM Services

Banking and Capital Markets

We bring together our industry professionals and extensive experience to provide advice and guidance to broker-dealers across the nation.


RSM Services

Brokerage and Trading

...Brokerage and Trading Broker-dealers face increased scrutiny and ever-changing rules and regulations. To help address the complex issues facing...


RSM Services

Fintech

Fintech companies face unique challenges in navigating existing regulatory and tax frameworks as new technologies transform the industry.


RSM Services

Specialty Finance

At RSM we understand your issues because our dedicated specialty finance professionals work full time serving your industry.


RSM Services

Business Consulting for Financial Services

...Investment Company Accounting and Financial Reporting Business Structure Complex Financial Instruments FAS 157 FIN 48 Investing Prime...


RSM Services

Financial Services Speakers Bureau

RSM’s panel of speakers work with some of the world’s leading executives and bring insights and best practices from real-life experiences.

  • Nockels, Paul
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RSM Services

Tax for Financial Services

...As an industry leader in providing consulting services to the closely held financial services industry, we understand the unique relationship...


RSM Services

Financial Services Capabilities

RSM professionals are uniquely qualified to advise clients on the latest regulatory changes and the rules that affect them