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Private Equity Operational Due Diligence: Tools to Evaluate Liquidity, Valuation, and Documentation
book

Private Equity Operational Due Diligence: Tools to Evaluate Liquidity, Valuation, and Documentation

by Jason A. Scharfman
April 2012
Intermediate to advanced
400 pages
11h 44m
English
Wiley

Overview

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.

Note: The ebook version does not provide access to the companion files.

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Publisher Resources

ISBN: 9781118113905Purchase book