Direct Investment Portfolio Valuation & Research Services

We provide a dedicated service for the evaluation of existing direct portfolio investments, co-investments and new direct investment offerings.Our service is bespoke to the needs of each Client and includes the following:

  • Due diligence and evaluation of the Company or Assets owned or intended to be owned by the Client.
  • Review of management Business Plan and financial projections.
  • Financial modeling, including valuation, scenario and potential return analysis.
  • Market analysis and review of competitors, including competing technologies, services or products.
  • Comparable market valuation multiple analysis and benchmarking
  • SWOT Analysis

Our services assist Clients with analyzing the potential value of their companies, and evaluating potential liquidity options, valuation and timing for any potential divestment.