Private Equity Operational Due Diligence :Tools to Evaluate Liquidity, Valuation, and Documentation ( Wiley Finance )

Publication subTitle :Tools to Evaluate Liquidity, Valuation, and Documentation

Publication series :Wiley Finance

Author: Jason A. Scharfman  

Publisher: John Wiley & Sons Inc‎

Publication year: 2012

E-ISBN: 9781118224168

P-ISBN(Hardback):  9781118113905

Subject: F830.59 Investment

Language: ENG

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Description

A step-by-step guide to develop a flexible comprehensive operational due diligence program for private equity and real estate funds

Addressing the unique aspects and challenges associated with performing operational due diligence review of both private equity and real estate asset classes, this essential guide provides readers with the tools to develop a flexible comprehensive operational due diligence program for private equity and real estate. It includes techniques for analyzing fund legal documents and financial statements, as well as methods for evaluating operational risks concerning valuation methodologies, pricing documentation and illiquidity concerns.

  • Covers topics including fund legal documents and financial statement analysis techniques
  • Includes case studies in operational fraud
  • Companion website includes sample checklists, templates, spreadsheets, and links to laws and regulations referenced in the book
  • Equips investors with the tools to evaluate liquidity, valuation, and documentation
  • Also by Jason Scharfman: Hedge Fund Operational Due Diligence: Understanding the Risks

Filled with case studies, this book is required reading for private equity and real estate investors, as well as fund managers and service providers, for performing due diligence on the noninvestment risks associated with private equity and real estate funds.

Chapter

Contents

pp.:  1 – 9

Preface

pp.:  9 – 15

CHAPTER 3 Beginning the Operational Due Diligence Review: Core Issues

pp.:  71 – 105

CHAPTER 4 Additional Operational Due Diligence Considerations: An Expanded Analysis

pp.:  105 – 155

CHAPTER 5 Valuation Techniques, Methodologies, and Standards

pp.:  155 – 201

CHAPTER 6 Legal Due Diligence

pp.:  201 – 219

CHAPTER 7 Financial Statement Due Diligence

pp.:  219 – 253

CHAPTER 8 Distinguishing the Assets Class: Real Estate–Specific Concerns

pp.:  253 – 277

CHAPTER 9 Putting It All Together: Asset Allocation and Ongoing Monitoring

pp.:  277 – 295

CHAPTER 10 Boards, Committees, and Activism

pp.:  295 – 321

CHAPTER 11 Case Studies and Scenarios

pp.:  321 – 335

CHAPTER 12 Trends and Future Developments

pp.:  335 – 361

About the Author

pp.:  361 – 379

About the Website

pp.:  379 – 381

Index

pp.:  381 – 383

LastPages

pp.:  383 – 391

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