Stokes Evans works with investors, appropriator, and business managers to look beneath the surface to determine the performance of investments against expectations and the market. We apply our operating and customer facing experience to identify specific performance drivers and develop value enhancing strategies.
The typical investor is interested to know whether the investments made by an entity are producing promised returns within the risk and operating parameters agreed. The investor may also want to understand the potential value of an investment under different strategic assumptions. Stokes Evans can provide unbiased analyses of current valuation, growth strategy and potential, operational effectiveness, customer intimacy and value delivery, and management capability. We deploy the same techniques and rigor to analye a portfolio company as we do when working with a client company.
We are experienced working with portfolios where multiple variables and interactions affect total valuation. We model scenarios based on market projections across the entire portfolio or possible future portfolios. Investments in private companies or indivodual projects are not pure financial plays like a publicly traded stocks or other instruments. Specific market, economic, or technology conditions may affect a portfolio of closely held companies more significantly than a portfolio of financial investments. Stokes Evans helps identify co-dependecies in a portfolio and develop both mitigation and leverage strategies to achieve desired performance within risk tolerances and covenants.
Portfolio Structure & Management.
Portfolio Managers must have a clear investment strategy to expedite the location, assessment, Valuation, and Due Diligence activities necessary to complete successful transactions. Stokes Evans works with portfolio managers to develop the strategy, processes, and controls necessary to manage a successful portfolio of ny type - investment, project, technology or process. We apply our operation company and major program management experience to help portfolios run like true businesses - with process rigor and performance controls. Whether the issues revolove around investment strategy, processes, or gaining alignment across partners, Stokes Evans can help.