Find objective company valuations based on peer comparisons and a database of public company data. Our standard methodology is free from analyst bias, with all parameters determined by public peer company data and automatically adjusted based on points of difference between the portfolio company and the peer group.
Get valuations for illiquid debt and mezzanine finance based on a hierarchy of valuation techniques. We use comparable issue data from IHS Markit bond and loan datasets, perform fundamental analysis of issuer risk to select an appropriate sector curve, and construct a list of probability-weighted cash flows using client data.
Obtain income attribution reports, which allocate enterprise value across the company's capital structure or between SPVs in the investment hierarchy. Using our private equity and OTC valuation capabilities, we prepare stock option valuations for private companies. We also provide information on AIFMD valuation options and can perform methodology reviews, to assess third-party processes against industry standards or against our in-house methodologies.
Access quarterly risk-adjusted performance reporting on a give-get basis. Portfolio managers use this reporting to show relative returns and risk-adjusted returns, with comparisons against a peer composite return and a private equity market cap index for both.