Private Market Valuations
The Private Market Valuations suite provides global asset managers and owners a range of tailored services that include:
- Third-Party, Independent Valuations for Level III Alternative Assets
- Assurance Reviews
- Private Company Credit Assessments
- Software-based Valuation Solutions
As business and regulatory pressure increases, managers and investors in alternative assets are needing to scale their valuation process, achieve greater operational and risk management efficiency, and achieve independence - which has become expected by LPs and is a standard feature of DDQs and fundraising processes. S&P Global's Private Market Valuations team, equipped with decades of relevant valuation experience, provides deep domain knowledge of the key financial and operational drivers necessary to ensure a robust valuation partnership across alternative asset classes.
Service Provider Information
Key Information
Use Cases
You can utilize the Private Market Valuations suite for:
- Independent valuations for valuation committees and financial reporting
- Fair value requires subjective inputs that may materially impact valuation results; our objective valuations help clients mitigate potential conflicts of interest and bring an additional layer of comfort for investors
- Assist clients in meeting best practices
- Utilizing widely accepted methodologies, data, technology and research, all valuations are compliant with IPEV, AICPA, US GAAP and IFRS standards, and are performed in SSAE 18 Type II-compliant environment.
- Assessments for transfer pricing and liquidity events
- Drilling into S&P Global's world-class market data inputs
- Assist clients through external audits with full audit support
Benefits
- A world class team of valuation experts. Our team consists of CFAs, qualified accountants, and MBAs with extensive valuation experience. The team has diverse asset-class backgrounds with real-world experience in credit, private equity, investment banking, M&A, accounting, portfolio and asset management and restructuring.
- A broad range of proprietary data including 200,000+ bonds, 8,000+ loans, sector curves and custom indices. The team also leverages the expertise of 6,000+ economists, industry experts and analysts throughout to ensure our key quantitative and qualitative assumptions are current and meaningful.
- PEVals: A SaaS digital platform that provides secure document exchange, stores critical documents, and supports full audit tracking. You can also drill into portfolio company exposures, track valuations over time and create custom views, charts, and graphs in real-time.
- QVal: Our software-based valuation solution supporting in-house venture and growth equity valuations across a portfolio in record time with an audit-tested solution that has automated over 95,000 portfolio valuations.