Trusted Partner to the Private Equity Investor

Our Business

Navigating the nuances, bearing the burden

Intrinsic is a highly collaborative team of financial experts focusing exclusively on the unique needs of our private equity clients. Our core mandate is to serve as a trusted partner to private equity investment professionals and their management teams.

Whether you require time-critical transaction support or routine valuation services, we bring the full resources of our firm to bear. No matter how complex your needs might be, we are the trusted transaction and valuation service partner of choice.

in·trin·sic
/in-trin-sik/
native, innate, natural, true, real; see: essential
Our Ethos
Our Approach
Our People

Know what is essential, become essential

Intrinsic’s culture is rooted in its name. We are an essential partner to you by helping you serve what is essential to your business. What matters most to us is what matters most to you.

We accomplish this by cultivating an environment where curiosity and creativity thrive but are anchored in the pragmatism and discipline required to address the unique challenges confronting the private equity investor.

As lifelong students of our trade, we never stop learning. Like most firms, we have the education and credentials. But what sets us apart is our relentless effort to hone the skills and wisdom required to better understand the true, fundamental nature of the interests and businesses we serve.

Above all else we value precision and efficiency: our work is accurate and on-time.

Stewards of value

We provide sophisticated, timely valuation advice and transaction due diligence insight so you can realize your own highest and best use as investor and fiduciary.

Our professionals have a deep understanding of what drives value throughout the investment lifecycle and thus how the needs and priorities of our clients evolve. Our interests and priorities are aligned from the start.

We know our role. You are the expert. We are your resource. Our professionals have the technical acumen to identify and quantify risk but also the savvy to know what really impacts value within the context of your specific situation. We know how to safeguard your interests without getting in your way.

By holding our client’s priorities as paramount and delivering high quality products and services as their needs evolve, we grow as our clients grow.

Deal savvy craftsmen

The collective skill set of our professionals is unmatched in the industry.

Intrinsic attracts team members from a myriad of roles within finance and investing. We have professionals who have matriculated from not only Big 4 accounting and large, international valuation firms, but also from institutional and family office investing, C-suite executive leadership, bulge-bracket investment banking, and M7 staff.

The depth and breadth of our experience base and the perspectives gained from such, coalesce precisely so that we can understand and serve our clients in ways that generalist service providers cannot.

Our professionals are true craftsmen dedicated to the lifelong practice of building their trade. As such, we support ongoing education toward industry-leading credentials and proficiency in emerging trends, regulatory requirements, and strategic matters of concern to our clients and to our own best practices. Depending on the practice area, all our professionals maintain, at a minimum, the CPA and/or CFA designations.

Further, our own business is shaped and guided by a highly active group of investors, including some of the most accomplished professionals and academics in the fields of private equity and entrepreneurial finance.

Our Services

Transaction Advisory

  • Quality of Earnings
  • Forensic Analysis
  • Pro Forma Analysis
  • Financial/Scenario Modeling

Fiduciary Matters

  • Solvency Opinions
  • Fairness Opinions
  • Stock Redemptions

Financial Reporting

  • Portfolio Valuation
  • Purchase Price Allocation
  • Goodwill Impairment
  • Equity Compensation

Illustrative Private Equity Clients