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Asset Management Case Study
Client Background: The client, a USD 40 billion institutional asset management firm specializing in identifying and unlocking value in mid-market global real estate firms, asked Copal to conduct business diligence and financial analysis of a growing and diversified resort owner specializing in Middle East projects. Copal established a team of four sector specialist professionals and was able to begin working on the client project in less than one week.
Services Offered: Copal researchers segmented the company’s business by key activities and conducted research of target operations and our client’s competitive positioning. Our team benchmarked growth and profitability against the industry as a whole and estimated asset values based on their growth and risk profile.
Results: Copal provided essential support to enable the client to make a more informed and considered decision on potential investment opportunities. As a result, the client was able to identify and unlock value by investing in areas of growth, and by restructuring unprofitable and underperforming operating segments of the diversified real estate firm.
Contact us: asset.management@copalpartners.com