Portfolio Valuation

The challenge to stay up to speed with the increasing complexity surrounding fair value measurement can be too much for private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds to bear. When a portfolio valuation is needed, portfolio managers rely on Mercer Capital to help mitigate the potential for financial risks – before problems arise.

Portfolio valuation is one of the most significant areas of potential risks for funds, particularly those that hold complex or thinly traded securities that must be marked to “fair value.” Mercer Capital provides a comprehensive suite of valuation services to assist private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds with financial reporting requirements. With over 30 years experience in working with financial institutions of all types, Mercer Capital has the ability to combining technical expertise, industry knowledge, innovative approaches—to help clients resolve fair value reporting issues successfully.