Funds and Investors

Funds and Investors

Independent Insight to Drive Confident Decisions and Create Value

Investors and sponsors face increasing complexity across the investment lifecycle, where confidence depends on independent insight and disciplined analysis. Kroll brings together deal advisory, valuation and post-deal expertise with deep regulatory, compliance and cyber capabilities to help clients evaluate opportunities, strengthen governance, manage risk and drive value throughout the life of an investment.

Investment leaders need independent insight and disciplined analysis to make confident decisions across the investment lifecycle. At Kroll, we combine transaction diligence, independent valuation and opinions and post-deal value optimization with deep regulatory, compliance and cyber expertise to help clients evaluate opportunities, strengthen governance and transparency, manage risk and drive value creation from entry through exit.

The Investment Lifecycle

A single operating rhythm across the portfolio with evidence that satisfies auditors, boards and LPs.

The Investment Lifecycle
Buy-side M&A advisory to find the right targets at the right price. Kroll also delivers fully integrated diligence and independent opinions that validate value, quantify risk and protect deal certainty through close.

Our Solutions for Funds and Investors

Kroll brings the right expertise to each moment, with specialists who understand the pressures you face and the standards your boards, auditors and LPs require throughout the deal continuum.

Flexible Valuation Support from the Authority in Private Asset Valuation

Alternative Asset Advisory

Heightened regulatory concerns and vigilance, together with increased investor scrutiny, have led to increased demand for independent expert advice.

Financial Instruments and Technology

The Kroll Financial Instruments and Technology practice is a leading solutions provider for asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, commodity trading and investment firms and corporations.

Real Estate Valuation

Kroll Real Estate Advisory Group combines accounting, finance and real estate expertise in performing real estate valuation and consulting for an array of purposes.

Valuation Services

When companies require an objective and independent assessment of value, they look to Kroll.

Data and Platforms to Power Efficiency and Sound Decisions

Private Capital Markets Platform

Supercharge your valuation process with an innovative new offering developed by the foremost authority in private asset valuation.

Private Credit Benchmarks

A new industry standard for faster, more precise and confident decision-making in private capital markets.

Advanced Analytics

Turn complex data into strategic, decision-ready insight—so you can act faster and smarter.

Economic Modeling and Market Intelligence

Turning volatility into clarity—with strategic, data-driven insight you can trust.

Cost of Capital Navigator

The Kroll Cost of Capital Navigator is a global cost of capital tool and data delivery platform. This is one of the most authoritative sources of equity risk premia, size premia and other critical data used in computing cost of capital.

Real Estate Valuation Platform

The single point of access for real estate valuations. Manage every aspect of complex real estate valuations with speed, independence and confidence.

Managed Compliance Software

Automate routine compliance tasks and stay ahead of risk with Kroll’s regulatory expertise.

Operational Support from Fund Launch and Ongoing Support

Financial Services Compliance and Regulation

In the ever-evolving financial services landscape, Kroll’s award-winning team offers comprehensive regulatory and compliance services, guiding clients through registration, licensing and compliance support to minimize risks and enhance efficiency globally.

Cyber and Data Resilience

Kroll merges elite security and data risk expertise with frontline intelligence from thousands of incident response, regulatory compliance, financial crime and due diligence engagements to make our clients more cyber resilient.

Business Transformation

Accelerating value through readiness and performance-led transformation.

Investigations, Diligence and Compliance

The Kroll Investigations, Diligence and Compliance team consists of experts in forensic investigations and intelligence, delivering actionable data and insights that help clients worldwide make critical decisions and mitigate risk.

Enterprise Security Risk Management

Kroll’s Enterprise Security Risk Management practice provides expert guidance and advisory services to our global clientele as they navigate the most challenging and emerging security and threat-related issues.

End-to-End Risk and Financial Advisory for Every Stage of the Transaction

Comprehensive Due Diligence

Our Comprehensive Due Diligence solutions help clients minimize risks and make the most informed business decisions. We support in the areas of tax, compliance and regulatory, ESG, operations/strategy, M&A, financial and accounting, investigations, disputes and cyber/IT risk.

Accounting Advisory

Technical accounting expertise across the entire deal life cycle from designing deal structures during the diligence phase through to post deal integration and dispute services.

Mergers and Acquisitions (M&A) Advisory

Kroll’s top ranked M&A Advisory practice spans sell-side, buy-side, due diligence, deal strategy and structuring and capital raising.

Equity Capital Markets Advisory

Kroll is a leading independent financial advisor to companies seeking to access the public equity markets.

Agency and Trustee Services

Leading provider of conflict free, flexible and highly efficient agency and trustee services to the global loan and bond markets.

Transaction Opinions

Our Transaction Opinions solutions span fairness opinions, solvency opinions, ESOP/ERISA advisory, board and special committee advisory and complex valuations.

Restructuring

Restructuring expertise that maximizes value and recovery

Our Proven Track Record

24 of the 25 Largest PE Firms in the PEI 300 Trust Kroll for Valuation and Advisory

We deliver valuations across asset classes, industries and regions - at scale, with the rigour and consistency that auditors, boards and LPs require. Our proprietary data, scalable execution platform and industry-leading expertise form the backbone of private capital markets globally.

#1 Global Leader in Fairness Opinions (LSEG 2025)

Ranked #1 for total number of fairness opinions globally in 2025  

Ranked #1 in the U.S. and globally for total number of fairness opinions over the last 5-, 10- and 20-year periods 

Transaction Readiness That Holds

Quality of earnings, cyber and investigative pre-work that aligns the value bridge, removes surprises and keeps the transaction on track through to close.

Kroll StepStone Private Credit Benchmarks

The Kroll StepStone Private Credit Benchmarks support the continued growth of private capital markets by allowing users to compare their strategies against a dynamic and accurate market barometer. The Benchmarks deliver timely data enabling asset managers and investors to gain a more complete and accurate understanding of their investments. This empowers them to make informed allocation decisions, set loan terms and pricing and monitor portfolios.

Kroll StepStone Private Credit Benchmarks

FAQs

We can scope same day and deploy integrated financial, tax, cyber and integrity teams immediately. Because our diligence, valuation and opinions teams operate under one coordinated structure, you avoid handoffs and parallel workstreams that slow down competitive deals.