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.
total transactions in 2020
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.
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
Dividend Recap Activity Reaches All-Time High
What drives this activity and what risks do boards face? As the initial economic fallout from COVID-19 dissipated towards the end of 2020, the drought of dividend recaps in 1H20… Read More
Lincoln’s Middle Market Valuations Database Request
Every quarter, Lincoln’s Valuations & Opinions Group values between 1,600 to 1,800 privately held companies owned by private equity groups. At the end of every quarter Lincoln anonymizes and aggregates… Read More
An Overview of the Lincoln Middle Market Index
The Lincoln Middle Market Index is a first-of its kind quarterly index that tracks the enterprise value of more than 1,800 privately held, mid-market portfolio companies for approximately 100 sponsors… Read More
European Insights Webinar, Spring 2021: Key Takeaways from our Capital Advisory, M&A, and Valuations & Opinions Groups
With one quarter of 2021 under our belts, Lincoln’s capital advisory, M&A and valuation & opinions professionals convened in a recent webinar to discuss current trends and their outlook for… Read More
Recent Transactions in Valuations & Opinions
Lincoln International advised Alpine on a fairness opinion and fund recapitalization related to the sale of their equity interest in Team Services Group
Lincoln International renders an opinion for Guaranteed Rate for its recapitalization of Gateless
Lincoln International renders an opinion for Freeman Spogli for its follow-on investment in Microstar Keg Management
Lincoln International renders an opinion for Roadrunner Transportation Systems Inc