Traditional Asset Management
Who We Work With
Public Equity
What We Do
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Deal Evaluation
Deal Evaluation & Investment
• Macroeconomic Research
• Industry Overview
• Initiating Equity Report
• Financial Modeling
• Public Market Valuation
• Discounted Cash Flow
• Sensitivity Analysis
• Covenant Monitoring
• Analyzing Deal Viability
• Business Due Diligence
• Returns Analysis -
Growing The Portfolio
Managing & Growing the Portfolio
• Performance Monitoring of Portfolio Companies and Comparables
• Broker Research Summaries
• Updating Models
• Public Market Valuation
• Precedent Transaction
• Portfolio Valuation
• Macroeconomic Research & Update
• Portfolio Reporting
• Presentation to Portfolio Company Management
Who We Work With
Fixed Income
What We Do
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Deal Evaluation
Deal Evaluation & Investment
• Sovereign Credit Analysis
• Credit Analysis Memo
• Security Analysis Memo
• Financial Modeling Focusing on Operating Ratios and Liquidity
• Liquidity Analysis
• Covenant Monitoring
• Off-Balance Sheet Exposure
• Ascertain Credit Rating Based on Fund Specific Standards
• Business Due Diligence -
Growing the Portfolio
Managing & Growing the Portfolio
• Market Performance Monitoring of Coverage Companies and Related Securities
• Newsletters
• New Issue Monitor
• Updating Models
• Portfolio Valuation
• Macroeconomic Research & Update
• Database Creation & Maintenance
• Portfolio Reporting
• Investment Committee Notes