Traditional Asset Management

Who We Work With

Public Equity

What We Do

  • 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

  • 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

     

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