Valuation services

We help asset managers navigate the portfolio and asset valuation process and provide objective advice.

Harness our integrated technology solutions and expertise to grow and scale your business

Onboard clients faster and run your business more efficiently with our digital operations and tools

Benefit from the fastest valuations across all asset classes

Independent Valuation Services

In an environment of uncertain global financial markets, potential conflicts of interest, and regulatory challenges, we can help provide periodic valuations to assist with these challenges and regulatory reporting requirements.

We understand the complexity of valuing illiquid financial instruments such as equity, debt, and derivatives. Our team is comprised of leading industry experts who have a proven track record of helping clients in their reporting requirements.

We can assist in all phases of the fund lifecycle:

Start-up
Day-to-day operations
Wind-down

We can provide valuation services to:

Private equity funds
Private debt funds
Business development companies
Hedge funds
Venture capital funds
Mutual funds
Structured credit funds
General and limited partners
Pension funds
Endowments
Insurance companies
Banks and other financial institutions
Economic development companies / authorities

We can value the following assets:

Preferred and common stock
Senior and subordinated debt
Simple and esoteric private loans
Convertible debt
Warrants and options
Complex financial instruments
Structured products
Derivatives and convertible instruments
Limited partner interest and general partnership interests
Real estate and tangible assets

Stay informed with Apex Group

If you would like to get in touch, please complete our enquiry form and a member of our team will get back to you.