PE and Hedge Fund Valuations

Pendo’s partners have the unique experience of working with and maintaining relationships with financial sponsors and asset managers across the capital markets industry involved in facilitating private equity transactions including:

  • private equity funds,
  • hedge funds,
  • venture funds,
  • commercial lenders,
  • business development companies (BDCs),
  • SBICs,
  • family offices, and
  • pension funds.

This broad experience ranges from transaction advisory and valuation services, including fairness and solvency opinions and financial and tax reporting valuation services (ASC 820, ASC 805, ASC 350, ASC 718, etc.) to due diligence and financial modeling services.

Pendo’s specific expertise providing financial modeling and valuation services on private equity positions includes:

  • Debt (distressed, senior, secured, unsecured, and subordinated)
  • Common and preferred equity
  • Convertible securities
  • Warrants and options
  • CDOs and CLOs
  • Real estate