E- PORTFOLIO INDEX:

Indices for portfolio valuation

Offer ('Epsilon Portfolio Index'):

- Creation and monitoring for each participation of a sample of comparable transactions and a quarterly/half-yearly index of transaction multiples.

- Online access on the Epsilon platform: to the indices created and, for each index, to the underlying transactions (EMAT database reports).

- This service is intended for private equity funds, for the quarterly/half-yearly valuation of their portfolio of unlisted investments.

This service includes three steps, for each participation:

  • Step 1: Analysis and definition of comparability criteria
  • Step 2: Sample of comparable unlisted (and multiple) transactions
  • Step 3: Epsilon Portfolio Index

For Private Equity professionals:

  • Recommendation of professional associations ( France Invest, BVCA, Invest Europe ) and growing demand from investors for a half-yearly evaluation of participation portfolios
  • For an evaluation of portfolios at their “fair value”
  • Create your sample of comparable transactions in just a few minutes
  • For this, use the sectoral nomenclature defined by Epsilon, based on the ICB
  • Consistency of methodology (standard reprocessing, calculation of multiples)
  • Transparency and relevance of information
  • Carry out additional research on a sector of activity or a transaction upon request
  • Obtain a copy of the sources of information used on a report
  • Chat with our financial analysts about the sectors or reports they have worked on
1st M&A transaction multiples base in Europe

With over 10,000 deals analyzed in detail, EMAT is the most comprehensive database in Europe on unlisted M&A transaction multiples.