Through our wholly-owned, SEC reporting advisor, Capstone Management Services LLC, and our wholly-owned valuation group, BRG Valuation Services, LLC, we provide a range of asset management, wind-down, and valuation services dedicated to the fund management and financial services sector.
BRG Capstone’s Fund Services practice is an integrated practice of fund management, fiduciary, valuation, restructuring, transaction advisory, and dispute resolution services.
We provide a platform to assist funds and their investment advisors manage the exit of investments and funds. Our experienced team of industry experts serve as fiduciaries, replacement managers and trustees in executing exits, fund dispositions, and wind-downs.
We deliver expert analysis and opinions related to the value of all types assets in various contexts. We provide funds and their valuation committees with assistance on portfolio valuations, level 3 valuations, and valuations for tax structuring purposes, all in compliance with relevant professional standards and FASB ASCs.
BRG Capstone provides services in support of the restructuring, acquisition, and sale of portfolio assets. For funds experiencing distress or liquidity issues, we work with investors and their managers to assess strategic and restructuring alternatives and assist or advise on value maximizing courses of action.
BRG Capstone provides insight and clarity, helping clients mitigate risk, protect value, and enhance credibility. Our expert dispute resolution team assists funds and their investors deal with complex accounting, regulatory and compliance scrutiny. Our professionals assist fund managers and investors resolve disputes.