Overview
Sutherland’s PE Team equips private equity houses, VCs, financial investors, and family offices with AI-powered, domain-led research. Count on us for sharper conversations, defensible valuations, and agility when markets shift. Backed by global teams and extensive sector depth, we provide the decision-grade insights.
- Deal sourcing / origination: Analyze data sets, new targets, monitor industry wide performance metrics & trends to identify emerging opportunities & risks.
- Due Diligence: Identify hidden financial, operational, or IT risks that affect a go/ no-go decision.
- Valuations: Support on quarterly fair values, PPAs, impairments, 409A, complex security pricing, secondaries, earn-outs, debt valuation (using DCF, comps).
- Value Creation & Portfolio Monitoring: Analyze operational data to identify new process improvements and cost savings. Automate real-time reporting to accelerate decision making.
- Exit Strategy: Share analysis of future revenue growth and trends that affect company valuation. Increase speed to exit by enabling potential buyers’ easier access to relevant data.
Our Solutions
Investment Lifecycle Excellence
We offer end-to-end support throughout the entire investment journey:
- Deal sourcing and evaluation
- Live Deal Support
- Comprehensive due diligence
- Strategic portfolio monitoring
- Performance optimization
- Post Exit Support
Comprehensive Operational & Administrative Support
Technology-Enabled Solutions
Platforms
Database Expertise
Bloomberg
Preqin
Burgis
Capital IQ
Pitchbook
FactSet
Factiva
Mergermarket
Debtwire
Other Operations & CRM Databases
eFront
Alladin
DealCloud
Salesforce
Dealogic
Why Sutherland
Institutional clients supported and 70+ Industries covered
Transactions supported
Financial models built across multiple industries
Companies researched worldwide, 10+ Financial and research focused databases mastered
Increase in scanning of investment opportunities
Increased research coverage per analyst at client side