Portfolio due diligence
The process of documentary and physical verification of the condition of an asset portfolio. This process ensures a reasonable level of confidence in their status and legality, and provides an approximation of the risks associated with their possible acquisition/divestiture/management.
We also advise our clients in determining the business plan associated with each portfolio, as well as the achievable price level: sell-side & buy-side.
Key features:
- Portfolio analysis and segmentation from a commercial, strategic, financial and real estate perspective.
- Investment/divestment transactions.
- Used for mass valuations (desktop, drive by, statistics).
Investor-oriented service:
- Approximation of the real situation and its consequences, with implications for value and management effort.
- Determination of scenarios and business plan related to the acquisition.
Seller-oriented service:
- In-depth product knowledge and optimisation of marketing strategy.
