Core Value Assessment

Our Core Value Assessment (CVA) is a standard framework to determine how a business is constructed and operates. The methodology is a culmination of our team’s extensive operations, strategy and investing experience.

The CVA begins with intensive information gathering focused on five critical operating disciplines. Based on our experience, the maturity and integration of these five disciplines are critical to maximizing long-term value. Through our CVA, we can understand the strategic and operational choices companies make as they scale and the implication of those choices on profit margin and cash flow duration.

Our CVA methodology derives from the years of experience of our unique team – experience in investment banking, operations, business development, mergers and acquisitions, merger integration and divestitures. The CVA methodology works across companies with different business models, at different stages of maturity. Our CVA supports our investing and advisory businesses.