Investment Banking Support | TresVista

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Execution at Scale. Without the Overhead.

We plug into your execution engine - fast onboarding, faster output

Servicing across industries
Experience in working with lean teams and corporates
Dedicated 3-tier team bringing unmatched expertise
Specialized talent across different outsourcing functions
High cost efficiencies on projects and long-term engagements

1,000+ <br>Clients

1,000+
Clients

1,000+
Clients

1,000+ <br>Clients

Servicing Clients <br>In 80+ Countries

Servicing Clients
In 80+ Countries

Servicing Clients
In 80+ Countries

Servicing Clients <br>In 80+ Countries

Covering 15+<br> Asset Classes

Covering 15+
Asset Classes

Covering 15+
Asset Classes

Covering 15+<br> Asset Classes

HR Solution

We provide a flexible staffing model and dedicate tiered team support for each
client project

01

Quality

We offer high-quality services with our
industry-leading talent, fortified with multiple layers of quality check

02

Operating Leverage

We offer a centralized resource pool that
integrates across client’s value chain

03

Operating Leverage

Cost Efficiency

Lower indirect costs with meaningful direct
cost savings

04

Cost Efficiency

Problems We Solve

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Worked with 1000+ Clients

Worked with 1000+ Clients

Worked with 1000+ Clients

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Worked with 1000+ Clients

Servicing clients in 80+ countries

Servicing clients in 80+ countries

Servicing clients in 80+ countries

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Servicing clients in 80+ countries

Covering 15+ Industries

Covering 15+ Industries

Covering 15+ Industries

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Covering 15+ Industries

How we assisted a Private Equity fund in preparing capital call pushdown entries

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How we helped a Private Equity client to prepare a Disclosure Note for the Schedule of Investments

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How we helped a private equity firm in preparing an intercompany report and with reconciliation of workbook

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How we helped a Private Equity client to restructure a workbook to simplify an accounting model for importing local accounting data

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How we helped a Real Estate Private Equity client to perform Variance Analysis for its expenses and revenue accounts to determine the company’s financial health

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How we helped a Private Equity to perform an Audit Review before an SEC Audit took place and Analyze the Vendor Costs charged to Management Company

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"We started with one TresVista resource as an experiment in 2017. Today we have 8 full-time resources, and they continuously save our team many hours doing everything from inputting information for our finance team, cleaning up data for the implementation of new systems, doing industry research and financial analysis, as well as helping us track down comparables and contacts based on the investment thesis. Our TresVista resources are a natural extension of our team, and in a war for talent, TresVista has provided us with tremendous leverage"

Vice Chairman, Private Equity Firm

Senior Managing Director

"As a valuable strategic partner, TresVista has provided crucial execution support, that has enabled us to turnaround deals quicker while maintaining our high standards of quality and allowing us to focus on adding greater value to our clients. The platform has been instrumental in building a worldwide, pioneering practice in the secondaries advisory space. I look forward to continuing our successful partnership with them as we continue to grow our own business"

Senior Managing Director, Investment Banking Firm

"TresVista has been an invaluable partner across our global business. Supporting us on everything from industry research and analysis to financial reporting and database management, TresVista is detail-oriented, thorough and highly responsive. TresVista is everything you could want in outsourced support"

Senior Partner, Private Equity Firm

Managing Partner

"TresVista has been a fantastic, complementary partner to our firm. From industry mapping to financial modeling to data analytics and more, they have meaningfully enhanced our team’s capabilities, allowing us to evaluate priority opportunities in much greater detail. Additionally, they approach every task with an incredibly positive attitude and are a genuine pleasure to work with"

Managing Partner, Private Equity Firm

Managing Partner

"Since onboarding TresVista we have been able to increase the efficiency and productivity of our organization. TresVista has proven to be great partners to us, providing thoughtful and timely analysis. Partnering with TresVista has enabled us to unlock investment team capacity and ultimately pursue more transactions. We look forward to strengthening our relationship with TresVista over time"

Managing Partner, Secondaries LP

Servicing across industries
Experience in working with lean teams and corporates
Dedicated 3-tier team bringing unmatched expertise
Specialized talent across different outsourcing functions
High cost efficiencies on projects and long-term engagements