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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  • ~14,000
    portfolio company valuations annually
  • 400+
    global transactions in 2021
  • 800+
    professionals aligned for your success

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 Private 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 banking advisory firm with highly active M&A and Capital Advisory Groups, brings real world experience and deep industry expertise to each transaction opinion engagement.

Firm-wide collaboration with global M&A investment banking advisory and capital advisory teams 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

Refinitiv | Private Credit Valuations Dip Slightly

Originally published by Refinitiv on June 14, 2022 Brian Garfield, Managing Director in Lincoln’s Valuations and Opinions Group, shares key insights on the valuations of private credit investments based on… Read More

An Overview of the Lincoln Private Market Index

The Lincoln Private Market Index (f/k/a Lincoln Middle Market Index), is the only index that tracks changes in the enterprise value of U.S. privately held companies—primarily those owned by private… Read More

Webinar | Software and the Rise of ARR-based Financings

On Tuesday, April 5, 2022, Lincoln International hosted experts from the firm’s U.S. and European Capital Advisory, Valuations and M&A Groups for a webinar to discuss the latest trends in… Read More

Citywire | Europe’s Private Debt Managers Embrace ESG-Linked Loans

Originally published by Citywire on March 16, 2022. A recent feature in Citywire features Richard Olson, Managing Director in Lincoln’s Valuations & Opinions Group, to discuss the ESG market and… Read More

Meet Our Senior Team with Valuations & Opinions Expertise