PORTFOLIO
VALUATION

NOW YOU KNOW THE VALUE OF YOUR PORTFOLIO

Leadenhall’s portfolio valuation team provides robust, independent valuations across unlisted asset classes. Our work helps clients make informed decisions and comply with regulatory requirements. With decades of experience and deep technical expertise, we deliver valuations you can rely on.

Engaging Leadenhall to provide your portfolio valuations creates more efficiency in the valuation process, bolsters documentation, increases independence and transparency, and materially reduces measurement and reporting risks.

NOW YOU KNOW THE RANGE OF OUR EXPERTISE

We specialise in the valuation of illiquid securities, private debt, equity interests, and complex derivatives

Private Credit 

Private credit is one of the fastest-growing areas of global investment. Our private credit valuation team provides independent valuations of a wide range of credit instruments including:

  • Asset backed securities
  • Convertible debt instruments
  • Distressed debt
  • Leveraged buy-out facilities
  • Mezzanine debt
  • Real estate debt
  • Senior secured debt

Infrastructure 

Leadenhall has extensive infrastructure valuation experience including:

  • Airports
  • Energy generation and distribution
  • Hospitals
  • Renewable energy
  • Sea Ports
  • Senior secured debt
  • Public Private Partnerships
  • Toll Roads
  • Water

Other Asset Classes

We have recently been seeing an increase in the requirement for portfolio valuations for Private Equity and Venture Capital investments. This is an area our US colleagues have been addressing for several years.

HOW WE CAN HELP YOU

Our portfolio valuation team provides:

  • Independent valuations – transparent, robust assessments aligned with accounting and regulatory standards.
  • Valuation reviews – independent review of your valuations.
  • Validation and review of internal models – ensuring your methodologies are fit for purpose.
  • Impairment testing – supporting accurate reporting across your portfolios.

NOW YOU KNOW WHY LEADENHALL?

Portfolio investors turn to us for advice when they need:

✔ A truly independent commercial opinion

Our valuations are grounded in market reality, not just technical models. We think like investors. With direct investment and transaction experience, our valuations reflect real-world investor expectations – not just technical theory.  We have no conflicts affecting our opinions – we only provide valuation services.

✔ Technically correct, on time

Our senior people are far more involved in the technical aspects of our work than most of our peers. This ensures our valuations are technically robust and delivered on time.

✔ Reduced risk from our depth of experience

Our team includes six directors, each with decades of experience valuing infrastructure, private credit and other equity investments across a wide range of sectors.

✔ Ethical focus

Our leadership team is committed to ethical business practices and has a framework that does not reward short term potentially inappropriate behaviour.

✔ Global reach with local knowledge

As the Australian member of Valuation Research Group, we tap into over 1,500 professionals across 60+ countries. Whether your assets are in Europe, Asia, or Australia – we’ve got you covered.

FIND OUT MORE OR SPEAK TO ONE OF OUR UNLISTED ASSETS EXPERTS

For a tailored valuation approach that suits your reporting and strategic goals, contact us today.

WHO WE WORK WITH

We’ve delivered IERs across diverse industries and transaction types. Some of the organisations we’ve worked with include: