ASSET MANAGEMENT SERVICES
We provide clients with asset management expertise that stems from our experience as owners, operators, and directors.
Our asset management services group currently provides services for over 21 assets with a combined enterprise value of over $10bn. With a core offering of financial model maintenance and management, we provide 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 conducting valuations improves the quality and timeliness of outputs while allowing clients to free up resources for continued deal sourcing, execution, and other high-impact activities.
Asset Classes Covered:
INFRASTRUCTURE | PRIVATE EQUITY | REAL ESTATE
OUR CAPABILITIES
FINANCIAL MODEL MAINTENANCE
Leveraging Agentis’ industry leading skillset, we perform scheduled financial model updates that incorporate actual financial and operational performance to allow clients to measure results against budget, identify trends, and understand valuation impacts.
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.
VALUATIONS
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.
OPERATIONS MANAGEMENT
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.
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.
1. REVIEW PORTFOLIO
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.
2. 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.
3. CREATE 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.
WHY CLIENTS CHOOSE AGENTIS
Seamless Transfer of Responsibilities
The transfer of asset management responsibilities to Agentis is facilitated by a standardized approach to document collection, model auditing, model adjustments, and report building.
Quality Outputs & Quick Turnaround
As a leading financial model builder, Agentis is industry renowned for its rigorous and uncompromising approach to building practical and insightful portfolio monitoring tools.
Agentis' outputs always reflect the firm's deep market knowledge and superior technical ability. And with a dedicated asset management team, we are always in a position to accommodate tight timelines or deadlines.
Scalable Relationship
Agentis provides a cost-effective “core” asset management solution to accommodate essential asset management needs. As the relationship develops, clients have the opportunity to outsource additional asset management activities such as back office administration, special issue handling, and board of director duties.
EXPERIENCE
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.
150+ Models Built
Agentis is sought out for its rigorous and industry-leading approach to financial modeling. Having built in excess of 150 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.