An agile team committed to delivering trusted valuation and advisory services through well-supported in-depth analytics and market expertise.
Our mission is to provide modern valuation and advisory services through a progressive approach, flexible thinking and agile action.
Leveraging proprietary data, in-depth analytics, and unmatched market knowledge in the analysis of secured and unsecured consumer and business whole loans securitizations and servicing rights.
Methodical is…
Concise
Like our services, our dialogue and messaging are efficient and straightforward. We avoid overly-technical jargon and fluff, opting for language that is digestible and immediately understood.
WE ARE NEVER CRYPTIC, ESOTERIC OR OVERLY COMPLICATED.
Genuine
We are sincere and honest, always seeking to over-deliver, rather than over-promise. We speak naturally and consistently, framing our communications in a manner that emphasizes how a client benefits from our services.
WE ARE NEVER MISLEADING OR DECEPTIVE.
Confident
We are decisive and full of conviction; we leverage our vast experience and industry knowledge to challenge traditional data analysis, valuation and advisory services.
WE ARE NEVER BOASTFUL OR PUSHY.
Human
We are always thoughtful and relatable. We are empathetic to our client’s frustrations with the status quo, which is why we address their needs with approachable dialogue throughout every stage of an asset’s lifecycle.
WE NEVER SOUND LIKE A STODGY, STUFFY OR COLD FINANCIAL INSTITUTION.
Agile
We are responsive and always available to address client challenges with concise, bespoke solutions.
Well-Supported
We leverage proprietary data, in-depth analytics and unmatched market knowledge.
Efficient
We utilize cloud-based services to expedite analyses and minimize costs.
Thoughtful
We are invested in our client’s success and value open dialogue to address their specific needs and challenges.
Our Values
Loyalty
Independence
Credibility
Dependability
Who We Serve
CFO / Controller / CAO
Works with multiple stakeholders to ensure that illiquid assets are priced in accordance with the firm’s policy or underlying regulatory requirements.Internal Valuation / Price Verification Group
Responsible for reviewing valuations of multiple liquid and illiquid asset classes, often with the help of third-party sources, such as Methodical.Deal Portfolio Manager / Trader
Engages a valuation firm as part of due diligence when acquiring financial assets or platforms. Uses valuations and analytics to affirm or negotiate a transaction.Risk Group
Monitors risk for the firm, including valuations and scenario analyses.
Those Burgers and Tacos Are Actually Backing Bonds
Reposted from 6.10.19 Bloomberg article: "Cumulative gross issuance of whole-business securitizations reached about $35 billion at the end of 2018, compared with about $13 billion just four years earlier, according to S&P. The past two years have been banner years...
Figure Technologies, Jefferies and WSFS Institutional Services Close $1 Billion Financing Facility on Blockchain
Reposted from 5.9.19 Press Release: " Figure Technologies, Inc. (Figure™), a leading fintech company in both the home equity and blockchain space, has closed an up to $1 billion uncommitted asset-based financing facility on the Provenance.io blockchain with Jefferies...
DBRS: Non-QM credit quality considerably improved vs. pre-crisis Alt-A and Subprime
Reposted from 5.6.19 DBRS commentary: "...Some market participants have equated them to pre-crisis Alt-A or subprime mortgages. However, DBRS deems the credit quality of non-QM securitizations issued to date to be considerably improved from pre-crisis standards (ATR...
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Methodical
2 Park Avenue
20th Floor
New York, NY 10016
212.485.8910