Monthly
Highest frequency
Designed for active portfolios and rapidly evolving companies. Continuous valuation coverage that keeps your investment committee aligned and ensures you're never making a consequential decision on a stale number.
Our Solutions
Precision Valuation. Every Engagement. Every Cycle.
From one-time transaction support to ongoing portfolio oversight — institutional-grade valuation for private companies and real assets across the Americas.
Transaction & Strategic
Business Valuation
Independent, rigorous valuation of private companies for M&A, capital raises, shareholder transactions, succession planning, and strategic decisions. Every engagement combines DCF, market comparables, and scenario analysis — with an explicit Valuation Confidence Rating so you know not just what the number is, but how much to trust it.
- Buy & sell-side M&A valuation
- Capital raise equity pricing
- Shareholder & partner exits
- Succession & estate planning
- Investment committee support
- Purchase Price Allocation (PPA)
- Impairment testing
- Tax-driven valuations
Property & Assets
Real Estate Valuation
Independent fair value assessments for commercial, residential, and mixed-use real estate — for acquisition decisions, financing, portfolio reporting, and disposition planning. Covering single assets and multi-property portfolios across the Americas, with the same methodological rigor we apply to operating companies.
- Acquisition & disposition valuation
- Mortgage & refinancing appraisals
- Real estate fund NAV support
- Feasibility & land value
- Sale-leaseback structuring support
- Insurance & estate valuation
- Multi-property portfolio assessment
Retainer & Portfolio
Recurring Valuation for Family Offices
Family offices managing private operating companies and real assets need more than a one-time number. They need a trusted valuation partner who knows their portfolio deeply — updating fair values on a defined cadence, building a defensible audit trail, and delivering the intelligence needed to govern, report, and act with confidence. As we work with you across cycles, our assumptions sharpen, our Confidence Rating improves, and your investment committee gains a consistent, comparable view of portfolio value over time.
Quarterly
The institutional standard
Synchronized with your reporting calendar, audit requirements, and LP or beneficiary obligations — with a Confidence Rating delta each period so you can see how both the number and your conviction in it have evolved.
Semi-Annual
Mature holdings
For real estate assets and established operating companies with longer value cycles. Full methodological rigour, right-sized to the cadence and complexity of what you actually own.
Annual
Baseline cycle
The foundation for estate planning, tax reporting, and succession decisions. A complete valuation cycle, delivered annually with full documentation and an audit trail built to withstand regulatory or legal review.
Every Cycle
What’s Included in Every Cycle
Updated Valuation Report
Current fair value by method with full workings and assumptions.
Confidence Rating Delta
How the rating changed vs. the prior period and why.
IC Memo
Executive summary of key changes, investment thesis, and risks.
Risk & Scenario Report
Sensitivity analysis, bull and bear cases, stress scenarios.
Sector Benchmarking
How your holdings compare to market peers and sector conditions.
Event-Driven Updates
Ad hoc valuation updates triggered by material changes between cycles.
Not sure which solution fits your situation?
We’ll map your holdings to the right valuation structure in a 30-minute conversation — no commitment required.