Valuation
Infrastructure Portfolio Valuation
Our team comprises industry specialists with deep knowledge of infrastructure assets, ensuring reliable and rigorously supported valuations.
Leveraging cutting-edge analytical tools and methodologies, we conduct in-depth assessments to adequately estimate the value and identify key risks.
From renewables and transportation to social infrastructure and telecommunications, our valuation expertise spans a wide range of infrastructure sectors, enabling us to offer comprehensive analysis tailored to your portfolio characteristics.
We stay abreast of regulatory requirements and industry standards, ensuring that our valuations are compliant and withstand scrutiny.
Our forward-looking approach considers market trends, technological advancements, and other factors shaping the future of infrastructure investments, providing you with valuable foresight.
Our Portfolio Valuation Services include:
Fulfilling investor and financial reporting ongoing requirements
Providing third-party opinions for secondary transactions
Ongoing asset management and monitoring
Portfolio Valuation
Our team of financial experts has years of experience in portfolio valuation, both as service providers but also as alternative investment managers in-house valuation experts, ensuring reliable and rigorously supported valuations.
Our in-house experience enable us to assertively interact with the several stakeholders involved in the valuation process, including investment teams, internal risk and valuation specialist, external auditors and other valuation professionals, as to adequately consider the elements of value creation and risk within our assessment.
We have a relevant experience across alternative asset classes, including private equity, venture capital with complex capital structures, and private credit. We are able to offer customized valuation solutions tailored to meet your specific needs and objectives.
Our Portfolio Valuation Services include:
Fulfilling investor and financial reporting ongoing requirements
Providing third-party opinions for secondary transactions
Ongoing asset management and monitoring
Carried interest valuation
Business Valuation
Our team comprises seasoned financial analysts with extensive experience in valuing businesses across various industries. We leverage our knowledge to provide you with reliable and rigorously supported valuations.
We conduct a thorough analysis of your business, taking into account various factors such as financial performance, market trends, industry benchmarks, and growth prospects to determine its true value.
Every business is unique, and we understand that one-size-fits-all approaches do not work. That Is why we offer customised valuation solutions tailored to your specific business model, goals, and industry dynamics.
Our Intangibles Valuation Services include:
Valuation for tax reporting purposes
Valuation for financial reporting purposes
Valuation for stakeholder controversy
Valuation for strategic purposes, such as acquisitions and divestitures
Valuation reviews for different contexts
Intangible Assets Valuation
Our team of valuation specialists has in-depth knowledge and expertise in assessing the value of intangible assets across various industries and sectors.
We conduct a thorough analysis of your intangible assets, taking into account factors such as brand reputation, intellectual property rights, customer relationships, and more, to provide you with comprehensive valuation insights.
We understand that every business is unique, which is why we offer customised valuation solutions tailored to meet your specific needs, goals, and industry requirements.
Our Intangibles Valuation Services include:
Purchase Price Allocation
Brand Valuation
Intellectual Property Valuation
Customer Relationship Valuation
Goodwill Valuation
Technology Valuation
Other intangible assets
Complex Securities
Our team consists of financial professionals with advanced expertise in analyzing and managing a wide range of complex securities, including derivatives, structured products, options, and more.
We recognize that each client's investment portfolio is unique. Therefore, we provide tailored solutions to address your specific needs, whether it is risk management, performance optimization, or strategic planning related to complex securities.
Our methodologies includes:
Management Package valuation
Monte Carlo simulations
Binomial optional models
Closed models such as the ones using a Black-Scholes formula
Default and recovery rate models
Financial Modeling
Our team consists of experienced financial analysts proficient in various modeling techniques, including discounted cash flow (DCF), scenario analysis, sensitivity analysis, and more. We leverage our expertise to create flexible and reliable financial models that reflect the intricacies of your business.
We understand that every business is unique, which is why we offer customised financial modeling solutions tailored to your specific industry, objectives, and growth trajectory. Whether you are a startup seeking funding or an established corporation planning expansion, we have got you covered.
Beyond just crunching numbers, our financial models provide insightful analysis and actionable insights that empower you to make informed decisions. Whether it is assessing investment opportunities, evaluating strategic initiatives, or optimising capital allocation, we help you navigate complex financial scenarios with clarity.
Our Financial Modeling Services include:
Business Valuation and Financing Models
Portfolio Valuation Models for AIFMs, Family Offices and Banks
Budgeting and Forecasting Models
Investment and Strategic Decision Analysis Models
Fund Models
Model Reviews and Audits
Valuation Governance
Our team of experienced professionals provides oversight and guidance to ensure that valuation processes adhere to industry best practices and regulatory requirements. We team up with our regulatory and risk management experts as to provide best-in-class valuation governance advice.
We help identify and mitigate valuation-related risks, safeguarding the integrity of financial reporting and decision-making processes.
We assist in developing and implementing a comprehensive valuation governance framework tailored to your organization's specific needs and objectives.
We can support you with mandatory regulation procedures requested by CSSF.
Our Valuation Governance Services Include:
Ad Hoc and Periodical Review and Evaluation of Valuation Practices
Development of Valuation Policies and Procedures
Valuation Risk Assessment for Fund Managers
Training and Education on Valuation Governance Best Practices
Support for Regulatory Compliance and Reporting Requirements
