Valuations

Independent, defensible valuations, grounded in financial rigor.

What We Do

Valuations

We provide valuation analysis support for investment decision-making, portfolio reporting, and transaction structuring. Our analysts are experienced across public and private companies, real assets, and financial instruments, delivering the analysis that underpins credible, defensible valuation conclusions.

Each valuation engagement is grounded in transparent methodology and documented assumptions. Where client compliance permits, optional AI-assisted comparables screening is available to accelerate the data-intensive components of each engagement.

Services

Services Covered

Fully documented discounted cash flow model with explicit revenue and cost build, WACC derivation, terminal value methodology, detailed assumption documentation, and scenario and sensitivity tables across key operating and discount rate drivers.

Fair value assessment for portfolio reporting and regulatory compliance, drawing on market pricing data, credit spread benchmarks, and DCF methodology calibrated to the specific instrument and borrower profile.

Structured peer group selection with multiples across EV/EBITDA, P/E, P/B, and sector-specific metrics, implied value ranges and commentary on outliers and valuation dispersion across the peer set.

Precedent deal screening across relevant sector and deal size parameters, control premium analysis, deal structure review, and implied multiple benchmarking against current trading levels.

IRR, MOIC, and equity multiple analysis across real estate and private investment structures with detailed cash flow modeling, promote and waterfall mechanics, and sensitivity across hold period, exit assumptions, and financing terms.

AI Capability — Available via Intelligence Layer

Comparables Screening (Optional AI Layer)

Where client compliance permits, automated identification and compilation of peer company and precedent transaction sets across public databases and filings can broaden coverage, improve consistency, and speed turnaround.