Private Credit and Direct Lending Support
Delving into the intricate world of private credit research and analysis, our team brings forth a wealth of over twenty years of industry experience in direct lending and private debt solutions. We are committed to providing our clients with insightful support and bespoke solutions that cater to their unique investment needs. Our seasoned professionals excel in tailoring analytical services to suit a variety of investment strategies, whether the focus is on capital preservation, appreciation, or exploring niche opportunities.
As a natural extension of your in-house team, we offer full-spectrum support throughout the research process, including private credit portfolio monitoring to ensure the ongoing success of your investments. Our services are thoughtfully designed to enhance every phase of the investment journey, ensuring meticulous opportunity assessment, dedicated research, solid execution support, and streamlined fund operations.
Our commitment to delivering value shines through our adaptable operations, customized reporting, and comprehensive grasp of regulatory intricacies. We incorporate ESG considerations into our investment analysis with precision, underscoring our pledge to responsible investing for sustainable outcomes.
Staying current with the latest technological advancements, we possess the know-how to support and enhance our clients' decision-making processes. Partner with us for a deep dive into the complexities of private credit investing and experience a collaboration that consistently aims for excellence.
Who we serve
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Direct Lending Institutions -
Private Equity Firms -
Mezzanine Fund Managers -
Distressed Debt Investors -
Private Debt Funds -
BDCs (Business Development Companies) -
Family Offices
Comprehensive Private Credit Support Services
Market Intelligence and Deal Sourcing and Screening
Gain a competitive edge with our expert market intelligence and proactive deal sourcing, ensuring you confidently navigate investment opportunities.
Leverage strategic insights and ESG trends for opportunity and lead identification.
Benefit from in-depth macroeconomic and sectoral analysis for deal evaluation.
Scout the market with sector scans and trend spotting for investment opportunities.
Engage in thematic exploration and benchmarking to understand investment landscapes.
Investment Evaluation and Due Diligence
Empower your investment decisions with our thorough due diligence and in-depth evaluation, ensuring alignment with your strategic and financial objectives.
Analyze industry dynamics, market size, and ESG for investment fit.
Conduct comprehensive financial, operational, and regulatory due diligence.
Employ sophisticated modeling to project future performance and assess risk.
Transaction Support and Deal Execution
Navigate deal complexities with our expert support, ensuring informed valuation, and strategic decision-making in high-stakes transactions.
Conduct valuation assessments considering due diligence and deal synergies.
Perform scenario modeling to anticipate various transaction outcomes.
Portfolio Management and Performance Monitoring
Maximize your portfolio's performance and manage risk effectively with our vigilant covenant monitoring and performance tracking.
Standardize financial statements for analysis and ensure covenant compliance.
Monitor portfolio against industry standards and investigate variances for oversight.
Strategic Advisory and Growth Support
Drive growth and successful exits with our strategic advisory, offering comprehensive M&A support, market insights, and tailored growth strategies.
Deliver industry trend updates and ESG developments for M&A from identification to integration.
Identify market opportunities and support strategic decisions with analytics and growth mapping.
What we have delivered annually
200+
Live Deal Supported
2,000+
Financial Models & LBO Models
4,000+
Portfolio Company Valuations
10,000+
KPIs Tracked Monthly
Automation and workflow management platforms
Advanced Analytics Platform for Portfolio Monitoring
FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.
30-40% more cost-effective than other service providers
40-50% shorter turnaround time for portfolio monitoring and LP reporting
How we are different
One-stop solution for private credit investment teams
Robust portfolio monitoring with our in-house managed solution FolioSure
Excellence-driven teams to improve the quality of your deal sourcing
On-demand support based on business requirements
Robust processes, tested over time – multi-level checks for all assignments
Tailored data and technology solutions for Private Markets
Identify emerging investment themes with AI and get portfolio intelligence at your fingertips.
What we have done
Pioneering Portfolio Management and Performance Excellence for a Mid-Market Lender
What we are proud of
Achieved consistent portfolio analysis through standardized financial reporting.
Enhanced risk management with proactive loan covenant compliance tracking.
Optimizing Transaction Support and Deal Execution for a Leading BDC
What we are proud of
Supported deal execution, in-depth valuation analysis and strategic decision making
Improved ability to manage and mitigate risks associated with complex transactions
Portfolio Monitoring for a US-based Global PE Firm
What we are proud of
100%
Accuracy with par-level TATs
>85%
bandwidth increase for the on-shore team
In the News
Environmental Finance
What is driving ESG investment in private markets?
Read More
Private Equity Wire
Nearly two-thirds of PE and VC firms are planning to raise funds in 2024, with the sector anticipating future interest rate cuts from central banks.
Read More
S&P Global
The muted deal environment, characterized by high-interest rates, hefty valuations & heightened regulatory scrutiny, pushed LPs to be more cautious in 2023.
Read MoreOur Perspectiveon Private Credit and Direct Lending Support
Global Private Markets Outlook 2023
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