Your typical needs

As a private equity firm, you need to value your investments on a regular basis. Of course, you already have your own teams doing this. However...

... to what extent is an internal team truly independent?

... to what extent are you, as a manager, CEO or director, comfortable with their work?

... when did they have their last training?

... are you sure they apply the right multiples drawn from data feeds such as Bloomberg?

 

How we can help?

We offer a set of services specifically designed for private equity firms, including:

• Valuation multiple sets, vetted, documented, regressed and prepared for easy use

• Valuation procedure reviews

• Reviews of specific valuations

• Valuation training for your staff

• General advice on valuations to the executive board and board of directors

 

In each case, you will appreciate our pragmatic approach, our technical skills, our ability to explain clearly and our reasonable fees.

 

Our track record

• Advice to a fund in connection with an opinion divergence with the CSSF

• Advice when a fund's valuation methodologies were rejected by its auditors

• Advanced valuation advice related to multiple share class values

• Investment performance calculation advice

• Advice to a private equity fund on the interpretation of IPEV guidelines

• Provision of quarterly and annual multiple sets to a fund's internal valuation team