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 · San José
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 valuations; real estate valuations through licensed local appraisers. Every report includes 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
Valuation-led advisory and reporting policy support.
Explore Advisory
Deliverables
The Confidence Rating
One document tells you the number. The package tells you how much to trust it — and exactly why.
Confidence Rating
High / Moderate / Developing
A clear, board-ready signal of the reliability of the valuation conclusion — supported by the specific evidence and risks behind it.
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