Portfolio Valuations Services

Our independent valuations services team specialize in illiquid asset valuations of alternative investments such a private credit, private equity and other derivative securities.

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  • 2,500
    portfolio valuations
  • 234
    total transactions in 2020
  • 625+
    professionals aligned for your sucess

Trusted and Independent Valuations to Increase Compliance and Transparency

Our global valuations services team leverages expertise and proprietary market intelligence to deliver trusted, independent valuations to credit and private equity sponsors and other alternative asset fund managers. With proprietary data, tools and the Lincoln Middle Market Index, we also provide clients with unique access to information for measuring and benchmarking the performance of their companies and portfolios against several key indicators.

As an independent provider of valuations services, we assist asset managers with their valuations to ensure robust and transparent processes and procedures that withstand the scrutiny of auditors, regulators, lenders and shareholders.

The Lincoln Difference

Lincoln’s Valuations & Opinions Group, housed in a global investment bank with highly active M&A and Capital Advisory Groups, brings real world experience and deep industry expertise to every one of its transaction opinion engagements.

Firm-wide collaboration with Global Mergers & Acquisitions Investment Banking Advisory and Capital Advisory deliver best-in-class, highly defensible opinions.

M&A Advisory

Capital Advisory Group

M&A industry bankers provide the deal team transactional expertise, extensive industry sector expertise and a comprehensive database of closed deals. Capital markets bankers provide the deal team unparalleled market expertise from raising growth equity, arranging debt financing and providing advisory services involving bespoke securities or restructuring transactions to solve capital structure challenges.

Perspectives & Publications

Buyouts | How to Enhance the GP-led Secondaries Transaction Process

Originally published by BuyoutsInsider on November 24, 2021.  The GP-led secondaries market is booming and the continuation vehicle structure (GP-led) has unquestionably arrived as a competitive strategic alternative to traditional… Read More

Bloomberg | Private Lenders Ratchet Up Risk as They Fight for Business

Originally published by Bloomberg on August 13, 2021.  Lincoln International’s Ron Kahn, Managing Director in the firm’s Valuations & Opinions Group explores findings from the Q3 2021 Lincoln Private Market Index. Click… Read More

Navigating Valuations for Structured Products: Q&A with Lincoln Managing Director Jennifer Press

Lincoln recently welcomed Jennifer “Jen” Press, a New York-based Managing Director, who recently joined Lincoln’s Valuations & Opinions Group to head the complex financial instrument offering. Jen brings more than two… Read More

From Corporate Social Responsibility to PE Impact Funds: Investor Interest in ESG and Sustainability Gains Pace

Institutional investors are increasingly accountable for how they deploy capital. More so than the widespread divestment from fossil fuels over the last decade, some capital allocators today are seeking to… Read More

Meet Our Senior Team with Valuations & Opinions Expertise