Meet ongoing investor and portfolio management needs
When working on specific transactions or special projects, get critical market intelligence and expert advice to make data-driven decisions based on accurate and timely asset values.
Get an unprecedented level of visibility into your transactions and investment portfolio with our local insights and ability to quickly analyze asset and investment models.
Our valuation consulting services include:
- Market research
- Due diligence
- Net Asset Value (NAV) calculations
- Debt valuation
- Cashflow / Pro forma modeling
Mitigate acquisition risk with financial due diligence
Identify any value-related red flags which could potentially impact the price and mitigate acquisition risk with proper financial due diligence.
Get the confidence you need to support the purchase price, and empower negotiation discussions around adjustments to that price. Support assumptions being used in underwriting with proper benchmarking.
Ensure profit is properly realized
Ensure the appropriate profit is realized through the development project with support through the appraisal process.
Stay on top of your asset performance
Get quarterly appraisals/reviews, analytics for investor reporting and independence and free up your internal resources and outsource your ongoing cash flow and pro forma modeling. We also perform debt valuation and NAV calculations.
Valuation support to make important sale or repositioning decisions
A current estimate of an asset’s value is one of the key elements that can influence the decision to sell or reposition.
Leverage data and analytics for benchmarking assumptions to back up your decision, and if proceeding to ensure the underwriting is reasonable.
Recognize and manage the value of your portfolio:
- We specialize in valuation of debt (both as an asset and liability) and have assisted clients in debt underwriting
- We leverage our deep knowledge on the equity side to better understand the collateral tied to the loans
- Utilizing our proprietary DataBridge benchmark comprising 6,000+ institutional assets
- Our debt experts can also assist in the creation of your Fund’s debt valuation policies
Understand how events such as changes to leases, capital expenditures or market assumptions have, or will impact net asset values. We provide accrual schedules for daily funds and leverage the daily valuation module in DataExchange, a modern, web-based workflow and document management system.
Financial due diligence
The financial insight and transparency you need to avoid misinformed acquisitions.
Distressed assets & workout solutions
Identify red flags and ensure workouts save you money, time and relationships with borrowers.
Contact a qualified professional
Our multi-disciplinary team of professionals brings a wealth of industry experience and unparalleled data-driven insights, providing the clarity you need to make informed decisions.
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