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.
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.
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.
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.
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.
We are responsive and always available to address client challenges with concise, bespoke solutions.
We leverage proprietary data, in-depth analytics and unmatched market knowledge.
We utilize cloud-based services to expedite analyses and minimize costs.
We are invested in our client’s success and value open dialogue to address their specific needs and challenges.
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.
Monitors risk for the firm, including valuations and scenario analyses.
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