Three practices. One boutique partner.
Verum supports private companies, family offices, and fund managers across the full lifecycle of private capital — valuations, performance reporting, and strategic advisory — with the same institutional rigor in every engagement.
Valuations
Defensible business and real estate valuations with an explicit Confidence Rating and IC Memo.
Performance & Portfolio
NAV, LP, and scenario reporting for fund managers and family offices that need recurring measurement.
Advisory
Capital raising, M&A, IPO readiness, and fractional CFO support for owners and sponsors.
What makes a boutique matter.
Independence
No conflicts. No house products. No pressure to cross-sell. Every recommendation is built around your situation — not ours. When we're not the right fit, we say so.
Senior-Led, Start to Finish
Your engagement is led by a Managing Director from scoping through delivery. You won't be handed off to a junior team after the pitch. The person you meet is the person who does the work.
Americas Reach, Boutique Feel
Two offices — Toronto and Escazú — covering Canada, the US, and Latin America. Small enough to know your name, credentialed enough to withstand institutional scrutiny.
Three practices. One relationship.
Most clients start with a valuation. Over time, they add performance reporting or advisory support — and everything connects because it's the same team, the same data, and the same standards.
A family office that starts with a portfolio valuation often needs quarterly NAV reporting six months later, and succession advisory a year after that. Because everything lives under one roof, the transition is seamless — no re-onboarding, no lost context, no conflicting methodologies.
Built on results, not promises.
Cumulative transaction value
Years of combined experience
Engagements delivered
Jurisdictions covered
Not sure where to start?
Tell us what you're working on. We'll point you to the right practice — or to a partner if Verum isn't the right fit.
Ready to talk? Let's start with a conversation.
We respond to every inquiry within one business day.