2. What We Do:
Deal Valuation. It’s that simple.
Lgreen NAV exclusively provides independent,
expert deal valuation in any asset class to
investors and deal principals. We combine our
capital markets expertise with industry specific
experts to provide independent valuation
support, custom tailored to the client’s
investment strategy.
Deal
Principals
Institutional
Funds
Private
Investors
Deal Valuation
3. Growing Investor & Regulatory Focus
The current regulatory and investor environment has made the need
for independent third party valuation more necessary than ever before:
SEC Launches Inquiry Aimed at Private Equity
“Federal regulators have launched a wide-ranging inquiry
into the private-equity industry that examines how firms
value their investments…SEC officials have told industry
participants that the regulator is looking at how
performance data is presented…one concern could be
presentation of misleading values when a firm is
marketing…
“Valuation issues have long been a subject of some
debate around the industry…firms have said they use
different methodologies and valuing a private company can
be more art than science. Some firms, such as KKR &
Co., use outside firms and auditors to review their
valuations.” – WSJ, February 11, 2012
4. Why Lgreen NAV?
u “Ground-up, top-down approach”: Our Sector Experts are TRUE experts in their
related fields. They have working operational knowledge of the asset class.
u Cost effective: Cost savings greater than 20% versus competitors.
u Audit Ease: Auditors understand our work product, eliminating questions during the
audit process. Lgreen NAV provides a comprehensive report detailing the asset’s
performance, from investment inception through project exit. We also provide the
source files fully supporting our valuation conclusions. It’s easy for an auditor to
understand how the investment value is calculated and supported.
u Experience: Collectively, the Lgreen NAV team has completed $3.5B + of
investment strategy valuation to date.
6. Index
Analytics
Market analysis
Financial Modeling &
Business Planning
Geographic Information Systems - GIS
Valuations
Investment Strategy Valuation
Fair Value & Audit Support
Stochastic Modeling
A proprietary method to rate deal
strengths & weaknesses
Provides a single reference
point for Investors and a
clear direction for Deal
Principals
7. Why Do You Need Us?
Investor Confidence.
Valuation transparency drives capital to close deals, and to grow portfolios. Third party,
independent, expert valuation is your most powerful tool to drive investor confidence.
Lgreen NAV - Investor Confidence Tools
Institutional
Funds
Deal
Principals
Private
Investors
§ Fair Value & Audit Support
§ Investment Value Transparency
§ Best Practice Implementation
§ Diligence & Financial Modeling
§ Investment Strategy Valuation
§ Capital Markets Expertise
§ Diligence Packages
§ Outsourced Financial Analysis
§ Ongoing Investment Valuation
§ Independent Expert Perspective
§ Scenario Analysis
§ Syndicate Reporting
8. Sample Client Types:
u Private Equity Fund ($10B AUM)
u Ongoing valuations across real estate debt and equity Investors.
u Due diligence on new acquisitions.
u Ongoing financial modeling support across CMBS platform.
u Hedge Fund ($300M AUM)
u Diligence and strategic support on structured investment acquisition of real estate portfolio located in India.
u Series A, Internet Based Technology Company
u Provided financial and business analysis supporting Clients targeted capital raise to fund software
development, staffing, sales and marketing.
u Provided business planning advisory to core management team.
u Athletic Field Construction Company
u Financial package to support debt financing for bulk materials distribution and athletic field construction
company.
u Commercial Real Estate Development Company
u Private equity style financial modeling and valuation analysis including a net present value on the project ( the
planned project includes retail center, mixed-use [retail/multifamily] town center, and hotel uses).
u Mapped U.S. census data utilizing G.I.S. solution to demonstrate market viability in connection with clients
EB-5 application to U.S. Customs and Immigration.
9. Feedback From Clients:
u CFO of $10B PE Fund: “My auditors never questioned the work product. It made my
life a lot easier.”
u Bank feedback after reviewing financial package for a athletic field construction
company: “Easy to understand, I wish all our clients provided the quality and caliber
of Lgreen NAV’s financial package.”
u Real Estate Development Manager: “Lgreen NAV’s financial modeling enabled us
to understand equity returns on this complex project and to takeover inputting new
scenarios on our own.”
