We provide private markets clients with asset management expertise that stems from our experience as owners, operators and directors
Building off a core offering of financial model maintenance and management, Agentis’ asset management team provides clients with a comprehensive suite of bespoke solutions that accommodate a range of needs and preferences. Our rigorous approach to assessing risk, measuring performance, and exploring valuation considerations helps teams improve the quality and timeliness of outputs while allowing teams to free up resources for continued deal sourcing and execution.
The Agentis Value-Add:
Agentis understands that departures, promotions, and other team changes can be disruptive for critical asset management duties like model updates and coordinating with key stakeholders.
With a dedicated asset management team, Agentis offers continuity and a partnership mindset that helps ensure long-term success through intimate knowledge of an asset and its key value drivers.
As a leading financial model builder, Agentis is industry renowned for its rigorous and uncompromising approach to building the tools that clients need to properly manage an investment and understand key value drivers.
Agentis offers the same rigorous approach to asset management clients and ensures that every report or model update meets the highest quality standards.
With a keen appreciation for the increasingly tight timelines and stringent demands put in place by compliance departments and other committees, Agentis is committed to providing clients with quick turnaround on all deliverables.
Asset Classes Covered:
Infrastructure | Private Equity | Real Estate
Complimentary 3-Phase Portfolio Review:
Recognizing that clients vary greatly in terms of team resources and technical skill set, Agentis takes a tailored approach to identifying asset management needs through a comprehensive, and complimentary, portfolio review. The final output is a crisp and clear asset management plan that highlights opportunities for improvement and also guidance on optimizing the use of internal and external resources.
Using a streamlined approach, Agentis details the key action items and resources required for each asset in the portfolio. A clear and straightforward matrix is used to provide asset-level assessments.
identify needs and Opportunities
After understanding the makeup of the portfolio, Agentis provides an assessment of technical/strategic needs while identifying value enhancing opportunities like model rebuilds.
Create an Asset Management Plan
Agentis provides a comprehensive plan that summarizes asset-level needs and opportunities with guidance on the optimal mix of external and internal resources.
FINANCIAL MODEL MAINTENANCE
Leveraging Agentis’ industry leading skillset, we perform scheduled financial model updates that allow sponsors to measure management performance, assess risk, and explore valuation considerations.
FINANCIAL MODEL MANAGEMENT
With a keen eye for identifying the key drivers of asset performance through rigorous financial analysis, we provide ongoing operational support that can accommodate large structural model changes or complete rebuilds.
Building off of Agentis' deep infrastructure market knowledge, our valuations practice provides client with thorough analysis, insightful reports, and well documented income and market-based approaches.
HoldCo & SPV MANAGEMENT
Our dedicated team has the capacity to solely focus on the delivery of high quality and precise work product while ensuring that all back-office administration services ensure all financial obligations are met in a professional, accurate, and timely manner.
With a focus on transparency and accountability, Agentis consults with management and external advisors to achieve value enhancing outcomes. Our pro-active approach to issue resolution draws on all areas of asset-level experience.
BOARD OF DIRECTORS
Agentis provides access to an exclusive network of investment and industry professionals that can actively participate in board meetings, risk assessments, strategy developments and implementations. Agentis provides regular, detailed reporting and assesses performance against plan, risks and opportunities.
BROAD SECTOR EXPOSURE
Agentis has built, rebuilt or managed models for clients in the following sectors: public private partnerships, toll roads, power generation including wind, solar, hydro, geothermal and fossil fuel, airports, LNG, social infrastructure, and parking garages.
250+ MODELS BUILT
Agentis is sought out for its rigorous and industry-leading approach to financial modeling. Having built in excess of 250 complete financial models, Agentis remains committed to helping clients ensure they have the best tools at hand to successfully manage a growing and complex portfolio.
GLOBAL CLIENT BASE
With experience advising a variety of large and sophisticated infrastructure clients, Agentis is well prepared to tackle a range of asset management related challenges.