Corgentum Consulting's Managing Partner, Jason Scharfman releases his new book, Private Equity Operational Due Diligence.

1. Corgentum Consulting’s Managing Partner
Authors Essential Book for Investors Titled,
‘Private Equity Operational Due Diligence’
PRWeb – Tue, Apr 10, 2012
Newly Released Handbook by Jason Scharfman is an Indispensable Guide for Assessing
Essential Non-Investment Operational Risks and Mandatory Reading for Limited Partners
(PRWEB) April 10, 2012
Managing Partner of operational due diligence consulting firm Corgentum Consulting and
former senior team member at Morgan Stanley’s Graystone Research, Jason Scharfman, has
authored a groundbreaking new book, “Private Equity Operational Due Diligence: Tools to
Evaluate Liquidity, Valuation and Documentation”, John Wiley & Sons, Inc., 371 pp, which is
available today.
“Private Equity Operational Due Diligence” addresses the unique aspects and challenges
associated with performing operational due diligence reviews on both private equity and real
estate funds. This essential guide provides readers with the tools to develop a flexible
comprehensive operational due diligence program based on the author's real world experience.
Corgentum is the preeminent global provider of independent operational due diligence reviews
for investors. Scharfman is also the author of “Hedge Fund Operational Due Diligence:
Understanding the Risks”, John Wiley & Sons, Inc., 300 pp, which is considered to be at the
forefront of operational due diligence texts.
"Investors now have a comprehensive guide to develop and implement a functional operational
due diligence program for private equity and real estate funds," said Scharfman. “The techniques
outlined in this book will allow limited partners to avoid risky funds and make better investment
decisions."
The 12 chapters of the book cover areas including techniques for analyzing private equity fund
legal documents and financial statements, as well as methods for evaluating operational risks
concerning valuation methodologies, pricing documentation and illiquidity concerns. The book is
filled with case studies in operational fraud and other examples to help equip investors with the
tools to avoid unnecessary operational risks and fraud. The book also outlines techniques for
© 2012 Corgentum Consulting, LLC

2. limited partners to incorporate operational due diligence into their private equity asset allocation
and portfolio construction processes.
“Scharfman provides helpful insight into this emerging area of private equity risk,” said Francis
X. Frecentese, Managing Director, Global Head of Alternative Investments, Citi Private Bank.
“His guide offers limited partners the potential to efficiently identify and evaluate private equity
operational issues and avoid unnecessary risk. Similarly, it offers general partners guidance as to
best practices in light of institutional investors’ increasing demand to institutional-quality
infrastructure and enhanced transparency.”
Additional topics covered include:
 Private equity fund advisory boards
 Valuation techniques, methodologies and standards
 Operational due diligence concerns specific to real estate funds
 Core issues to consider when beginning an operational due diligence review
 Advanced operational due diligence techniques when conducting an expanded analysis
A companion Website to the book includes sample checklists, templates, spreadsheets, and links
to laws and regulations referenced in the book.
Private Equity Operational Due Diligence: Tools to Evaluate Liquidity, Valuation and
Documentation is available for purchase via amazon.com.
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About Corgentum Consulting:
Corgentum Consulting is a specialist consulting firm that provides investors with the industry’s
most comprehensive and in-depth operational due diligence reviews. Corgentum partners with
private equity and hedge fund investors, including fund of funds, pensions, endowments,
investment banks, investment consultants, ultra-high net worth individuals and family offices to
improve upon the efficiency and effectiveness of the operational due diligence process. The
firm's proprietary due diligence methodologies and innovative original research allows their
clients to continually manage and mitigate their operational risk exposures. Corgentum's sole
focus on operational due diligence, veteran experience, innovative original research and
fundamental bottom up approach to due diligence allows the firm to ensure that its clients avoid
unnecessary operational risks. Corgentum is headquartered at 26 Journal Square, Suite 1005, in
Jersey City, New Jersey, 07306. Phone 201-360-2430. More information is available at
http://www.corgentum.com.
© 2012 Corgentum Consulting, LLC

3. About Jason Scharfman:
Jason Scharfman is the Managing Partner of Corgentum Consulting. He is recognized as one of
the world’s leading experts in the field of private equity and hedge fund operational due
diligence. Before founding Corgentum, Scharfman held positions focused on due diligence and
risk management at Morgan Stanley, Lazard Asset Management, SPARX Investments and
Research, and Thomson Financial. He has consulted with the U.S. House Judiciary Committee
on the subject of hedge fund regulation. Additionally, he has provided training to financial
regulators on the subject of hedge fund due diligence.
Oksana Poltavets
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© 2012 Corgentum Consulting, LLC