Private Business Owners
Founders and shareholders preparing for a sale, capital raise, partner buyout, or succession. You need a number you can defend at the negotiating table.
Independent · Americas · Institutional Grade
Independent valuation and advisory for private companies and family offices across the Americas.
From one-time transactions to ongoing portfolio reporting and strategic advisory — institutional-grade work delivered by a single boutique partner. With us, precision is personal.
$1B+
Cumulative Transaction Value
20+
Years of Experience
2
Toronto · Escazú
Americas
Canada · USA · Costa Rica
Three Practices
Built to support every stage of private capital.
Valuation, performance reporting, and strategic advisory — one boutique partner across the Americas.
Valuations
Defensible business and real estate valuations with an explicit Confidence Rating and IC Memo.
Explore Valuations
Performance & Portfolio
NAV, LP, and scenario reporting for fund managers and family offices that need recurring measurement.
Explore Performance & Portfolio
Advisory
Capital raising, M&A, IPO readiness, and fractional CFO support for owners and sponsors.
Explore Advisory
Social Proof
Trusted By
Verum gave us a valuation we could walk into any negotiation with complete confidence. The rigor behind the number — and the Confidence Rating especially — changed how our board approached the deal entirely.
Managing Director
Private Equity Firm, Miami
We've worked with other valuation firms before. None of them gave us the risk narrative alongside the number. That IC Memo is now standard in every investment committee package.
Principal
Family Office, Houston
Quarterly valuations from Verum have become a core part of how we report to our family members. The consistency and audit trail are exactly what our governance structure required.
CIO
Single Family Office, Bogotá
Verum coordinates valuation, NAV reporting, and entity oversight across three jurisdictions for us. Having one partner instead of three has been the upgrade.
Group CFO
Cross-Border Holding, Panama
Our Clients
Who We Serve
Family Offices
Multi-asset portfolios with private company and real estate holdings that require periodic independent valuation for governance, reporting, and strategic decisions.
Investors & Acquirers
PE firms, independent sponsors, and strategic buyers who need rigorous buy-side or sell-side valuation support throughout the deal lifecycle.
Two offices. Five specialists. One standard.
Meet the Team