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…

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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.

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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.

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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.

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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

Our clients are not numbers or targets, but colleagues and people with unique challenges. As a result, we ingrain ourselves in their business and understand their needs, vision and goals. We don’t just believe that their success is our success, we act on it through open communications, reliability and a passion to exceed expectations.

Independence

While Methodical aims to incorporate the best market color, including from our clients, we always maintain independence and a skeptical eye.

Credibility

Although experienced as individuals, we are a new company that will only go as far as our word and reputation. As such, we believe that trust, respect and doing the right thing at all times is a fundamental requisite of good business.

Dependability

Being methodical doesn’t mean moving slowly. We opt for precision and speed, leaving the red tape and bloated corporate structures behind. Ambitious and adaptable, we value efficacy, common sense and market knowledge to deliver acurate and expedient results. 

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...

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Contact Us

Methodical
2 Park Avenue
20th Floor
New York, NY 10016
212.485.8910